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

"Fantastic Service"

What do you like best about Float Cash Flow Forecasting? The scenario planning tool allows accurate forecasting and projections. What do you dislike about Float Cash Flow Forecasting? The xero integration is difficult as Xero lists all sales as invoices and its not so straightforward to clearly identify. What problems is Float Cash Flow Forecasting solving and how is that benefiting you? Huge insight into cashflow, financial health and future projections

"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 ...

"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 ...

"Crucial tool for financial management"

What do you like best about Float Cash Flow Forecasting? Simple UI that whilst comprehensive feature-wise, is still really accessible and easy to get access to the information you need. This goes for both those using the tool on a daily basis as well as those just dropping in infrequently. What do you dislike about Float Cash Flow Forecasting? Very little, I've been a user since their Freeagent product and then beta during the launch of the Xero version, the team are extremely open to ...

"Great integration with Xero"

What do you like best about Float Cash Flow Forecasting? Tight integration with Xero which produces reliable and up to date forecasts What do you dislike about Float Cash Flow Forecasting? Inability to upload budgets to scenarios. This makes scenarios unusable Recommendations to others considering Float Cash Flow Forecasting: Float is great for simple cash flow forecasting out to 3 months. For any modelling or P&L and Balance Sheet forecasting yuou need to look elsewhere What problems is ...

"Valuable tool for reporting"

What do you like best about Float Cash Flow Forecasting? Multiple scenario plans that can be shown on a cashflow forecast graph. Extremely useful for presenting business cases to the directors. What do you dislike about Float Cash Flow Forecasting? Only shows the past 3 months of cashflow. I understand Float are working on a project to extend this. Recommendations to others considering Float Cash Flow Forecasting: Play around with budgets and scenario plans, can always delete or amend. What ...

"Great tool to manage cash flow and budgets"

What do you like best about Float Cash Flow Forecasting? Float has a good UI, very clear and uncluttered. The tool is responsive and can easily sync with our accounting software. So any updates we do in Xero is reflected into Float pretty quickly. I like the fact you can also set alternate scenarios so that you can map different cash flow forecasts. An absolute lifeline for any business that needs to keep an eye on its cash! What do you dislike about Float Cash Flow Forecasting? No invoice ...

"Extremely useful tool"

What do you like best about Float Cash Flow Forecasting? Seeing when our runway is about the expire What do you dislike about Float Cash Flow Forecasting? Imability to copy scenarios to base layer. Lack of full history Recommendations to others considering Float Cash Flow Forecasting: Easy to use but bear in mind you dont have an infinite backdate of information What problems is Float Cash Flow Forecasting solving and how is that benefiting you? The ability to add individual budgets and see ...

"An invaluable tool to stay in control of your cash."

What do you like best about Float Cash Flow Forecasting? Float easily syncs all data with xero and allows you to stay on top of your cash flow planning. No laborious updating or cross-platform populating of figures. It works smoothly and reliably. After some time you can't imagine not having it anymore. What do you dislike about Float Cash Flow Forecasting? Even as a non accountant or bookkeeper there's only a small learning curve to be mastered. Once you're set up it's all plain sailing ...

"Useful tool"

What do you like best about Float Cash Flow Forecasting? Visualisation of cash flow and flexibility of input What do you dislike about Float Cash Flow Forecasting? Cost of software is higher than I would have hoped. Recommendations to others considering Float Cash Flow Forecasting: Significant time saving over manual systems. What problems is Float Cash Flow Forecasting solving and how is that benefiting you? Cash flow forecasting, demonstrating viability etc