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

Float Cash Flow Forecasting has changed…

Float Cash Flow Forecasting has changed our lives for ever! Before Float we used to use spreadsheets that became outdated and relied on my bookeeper for input. I can now use Float in conjunction with Xero - every time we reconcile Xero it updates Float which means that we are always in total control of our cashflow. I would have no hesitation in recommending Float to any business that needs an insight into its cashflow!

"Takes the guesswork out of managing cash even while you sleep"

What do you like best about Float Cash Flow Forecasting? Float has reduced the time it takes to prepare cashflow schedules down significantly and eliminates the manual errors that can be made by using solutions like spreadsheets. Additionally the ability to create scenarios on top of our baseline budgets is invaluable when it comes to making business decisions. What do you dislike about Float Cash Flow Forecasting? The only one so far is the limitation is not being able to see a ...

"The management of resources has never been so simple."

What do you like best about Float Cash Flow Forecasting? I like this system because it has allowed me to program in an integral way the resources of each of my projects, it also allows me to be able to establish tasks for each work team in order to comply with the established completion times of each project. In addition, this system has allowed me to improve the integration between my work colleagues. I like the interface of this system, since without having much knowledge on the subject I ...

"A must for any service based business"

What do you like best about Float Cash Flow Forecasting? Float was really easy to set up. Within a couple of hours I had an accurate three year projection. The charts are easy to read making potential problems obvious. I love its ability to 'change circumstances' and show how it affects the cash flow. the integration with my accounts means I don't have to do anything to maintain projections. I previously used a different financial product, costing thousands per year, which ultimately I ...

Business critical

Business critical, excellent software, worth its weight in gold. I've previously tried to manage cashflow in Excel via exports from Freeagent and it's just miserable: time consuming and inaccurate. The new Float is everything I could have hoped for in a cash flow planning tool and more. It prompts really pragmatic actions. For example, I can added in dates I think the invoices will be paid (even if the date on the invoice is different) and then I can send emails to the recipients saying ...

"The most complete system in planning that I have used."

What do you like best about Float Cash Flow Forecasting? I like Float because it allows me to know and keep up to date with the flow of cash, something that is vital for the movements of our company, and thus be able to manage resources with better efficiency. It also allows me to allocate the necessary resources to each area, depending on the movement of the day in order to optimize more costs and expenses in the operations of the company, in order to increase our company growth while ...

Simply phenomenal tool for cash flow projection from QBO

This is a simply phenomenal tool for cash flow projections, management, and understanding. I was using a google doc to follow cash flow issues, and it was a mess. Just keeping it updated was a huge time sink, and it didn't provide the option to try different scenarios without significant data entry. Within a few minutes of getting set up in Float App, I had more insights into our current financial situation than ever before. As a small business owner, cash flow is king. Low cash flow is an ...

Don't use for day-to-day or week-to-week forecasting

The QB integration is nice, but how Float handles actual income and expenses versus budgets is useless for day-to-day or week-to-week forecasting. For example, budgeting income can be very specific in Float, with multiple streams possible to enter by date and amount projected. However, when actual income comes in, Float spreads the allocation of that income across every income budget you have. This results in constant erroneous projections on arrival dates of projected money for the rest of ...

extremely useful app for a growing business

great app really useful to us over the last year as we've gone from 3fte to 12fte and will be continuing to use it even as we make plans to upgrade our finance system and move into our next phase of growth

Ideal app for seeing team project availability

PROS: I love that Float makes it simple to view who has availability across our large team. CONS: There are a couple of issues: One is the app loads slowly for big teams. Second is Float doesn’t integrate with Teamwork, so we have to manually enter all tasks into the app.