Float
Cash flow forecasting that reads your accounting software, not your spreadsheets.
About
Float is a cash flow forecasting tool that syncs with Xero, QuickBooks Online, and FreeAgent to build visual daily, weekly, and monthly forecasts from live invoices, bills, and balances. Its what-if scenario builder models hiring or revenue changes, early-warning thresholds flag impending cash shortfalls, and budget-vs-actual tracking shows how forecasts held up. It is popular with accountants offering forecasting as client advisory work.
The honest math: pricing has moved around — one current tracker lists Essentials at $130, Growth at $265, and Scale at $389 per month, while older pages show $49–$199, so verify before building a business case. It is a forecasting tool, not a treasury system: it tells you what is coming but won't move money or run payments. Reviewers note it suits short-to-mid-term planning for smaller teams better than complex multi-entity organizations, and custom reporting is limited.
What it can do
- 13-week rolling cash forecasts, what-if scenario builder, cash-shortfall alerts, budget vs actual tracking, multi-currency forecasting, manual overrides, weekly cash summary emails
Setup
Connect your accounting software, review the auto-built forecast, then create scenarios and set cash-shortfall alerts.
Prerequisites
Xero, QuickBooks Online, or FreeAgent with up-to-date invoices and bills.
Use cases
Works with
Trust score — 6/10
Scored 6/10 (metrics tier, metrics-v1). Evidence: Cash forecasting from Xero/QuickBooks/FreeAgent with scenario builder confirmed across review sources; Pricing conflict across sources (current $130-$389/mo vs older $49-$199) disclosed rather than resolved; Forecasting-only scope (no money movement) and short-term focus honestly disclosed; Fewer deep sources than other entries — metrics tier.
Sources
Every fact above was checked against these sources. Where a claim comes from the provider and couldn't be independently verified, the text says so.