Float Reviews in April 2025: User Ratings, Pros & Cons

"Allows us to quickly and easily prepare short-term cash flows as well as plan for longer term"

What do you like best about Float Cash Flow Forecasting? Saves a huge amount of time compared to using spreadsheets. Although there is a built in forecasting tool within Xero, it is quite limited and does not have anything like the functionality of Float. While we only use the scenario planning tool as and when required, it is very quick and easy to use compared to any other method and allows multiple variables to be tested with ease. Customer support and advice has always been excellent ...

"Very easy to follow"

What do you like best about Float Cash Flow Forecasting? The cash flow forecast shows me exactly where I need to be What do you dislike about Float Cash Flow Forecasting? Changing dates on overdue, would like to put comment What problems is Float Cash Flow Forecasting solving and how is that benefiting you? Outgoings against sales

"Easy to use forecasting software"

What do you like best about Float Cash Flow Forecasting? Easy to use, it allows the user to adjust the budget figures according to your business needs or forecast. What do you dislike about Float Cash Flow Forecasting? There is only one issue, and that is the software does not allow you to budget with multiple bank accounts, for example, if your using a third-party bank for your sales ledger and your current account for your outgoings. What problems is Float Cash Flow Forecasting solving ...

"Great tool once you've got your head around it!"

What do you like best about Float Cash Flow Forecasting? Being able to plan different scenarios based on future decisions What do you dislike about Float Cash Flow Forecasting? It took me quite a while to work out 'budgets' - and how to apply them for potential sales/invoices, versus ones that had happened via my Xero account What problems is Float Cash Flow Forecasting solving and how is that benefiting you? I am able to see very far ahead at what point my cashflow starts to suffer. It ...

"Xentum Review"

What do you like best about Float Cash Flow Forecasting? No spreadsheets and formuals, it is freeing. What do you dislike about Float Cash Flow Forecasting? Budgeting could be more straightforward. Recommendations to others considering Float Cash Flow Forecasting: Small cost upfront, but the time saved is unbelievable. You also have a long-standing record of your development and progression. Planning this way makes reflection ever so easy. The Xero integration is compelling. What problems ...

"Automated Cash Flow Forecasting"

What do you like best about Float Cash Flow Forecasting? The fact that float integrates with Xero, our accounts software, means we get a pretty much automatic cash flow generated. All of our data from xero such as invoices and bills are all added straight to float including any updates to planned to pay dates etc... We utilize future invoicing in xero for the duration of our contracts which means those invoices, although not sent yet, get included in our cash flow for future months. The use ...

"My favourite finacial tool"

What do you like best about Float Cash Flow Forecasting? Being able to create cash flow scenarios allows us to test the financials before pressing the button. Everytime we think of investing in an area of the business, Float helps us predict our future cash flow based on our ideas. Love it What do you dislike about Float Cash Flow Forecasting? There's not much to dislike. Refreshing our accounting data can take a minute, but it's to be expected. Recommendations to others considering Float ...

"Great for forecasting cashflow"

What do you like best about Float Cash Flow Forecasting? It took time to get used to and understand what goes where but once I got the hang of Float, it's proved brilliant at showing us our cashflow. The best thing is the 'death date' (our term) which tells us when the money will run out! What do you dislike about Float Cash Flow Forecasting? It took a bit of getting used to. I could have done with more training videos at the beginning What problems is Float Cash Flow Forecasting solving ...

"What Xero is missing"

What do you like best about Float Cash Flow Forecasting? A simple to setup, simple to use forecasting tool. The scenario planning is excellent, allowing me to play with multiple future options while staying rooted in the factual. What do you dislike about Float Cash Flow Forecasting? The most annoying part is the pop up asking you to refresh the page; although it is quite turn-of-the-century quaint What problems is Float Cash Flow Forecasting solving and how is that benefiting ...

"Helps me as a business owner sleep at night"

What do you like best about Float Cash Flow Forecasting? Simple to use, and integrates seamlessly with our accountancy platform. What do you dislike about Float Cash Flow Forecasting? It was the overload of categories, however, this has recently been resolved with "grouping". What problems is Float Cash Flow Forecasting solving and how is that benefiting you? As a small business, cash flow is king. So to see 3, 6 and even further into the future has allowed me with confidence to grow the ...