Float Cash Flow

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Float
3 Lady Lawson Street
Edinburgh
EH3 9DR

Float Cash Flow

About Float

Float provides bookkeepers and their clients using Xero or Quickbooks Online with cash flow forecasts that are more accurate, always up-to-date and take a fraction of the time to prepare when compared to spreadsheets.

By reading all information on bills, invoices and other transactions and combining these with the budgets that you set, Float is able to create accurate cash flow forecasts that are visual, easy to understand and give a ‘real’ picture of where a business is going in the short to medium term (up to 3 years into the future). The daily automatic sync with accounting software means businesses are alerted to any cash shortages or surpluses well in advance, allowing them to take action.

Use Float to:

  • Quickly and easily see the impact different scenarios will have on cash 
  • Model expected payment dates on bills and invoices
  • Forecast for cash that’s not yet in Xero or Quickbooks Online
  • Export forecast to CSV or PDF
  • Compare budgets vs actuals
  • Set a threshold to alert you to when your client’s cash dips below a certain amount
  • View key information for each client on your partner dashboard

 

Watch a demo

Watch a full Float demo here.

 

Awards

  • Cash flow forecasting software of the year 2018 – ICB LUCA Awards
  • Xero emerging add on of the year 2014 – Xerocon Sydney Awards
  • Best forecasting, planning and analysis tool 2017 – Accounting Excellence Awards  
  • Best fintech product or service 2019 – UK Cloud Awards

 

ICB Members

ICB members get 10% off and a free licence for your firm. 

Sign up here to claim your discount.

 

  • Scenario plan in minutes with Float

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