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Cash-flow forecasting and scenario planning that syncs with QuickBooks, Xero or FreeAgent for small businesses.
Overview
Float is a cash-flow forecasting tool that connects to QuickBooks Online, Xero or FreeAgent, pulls invoices, bills and bank balances, and builds a rolling forecast up to three years out. Users layer budgets and scenarios on top, such as hiring a second technician, opening a new location or a key customer paying 30 days late, and see the projected bank balance for each. Expected payment dates can be adjusted per invoice, and the weekly cash summary email keeps owners informed without opening the app. Small service firms, agencies and shops with lumpy cash use it to avoid overdrafts and time big purchases. Accountants and bookkeepers can manage multiple clients through a partner program. A small team would connect the accounting system, set a baseline forecast, then build two scenarios for the next quarter and review variance monthly. Caveat: Float only works if the underlying accounting data is current and reconciled, and it does not connect directly to banks outside the accounting integration.
FP&A reporting
Monthly cash forecasts and scenario comparisons for owners and advisors.
2-4 weeks to value · Medium effort · Medium risk · moderate
Executive reporting
Sharing a projected cash position with partners, lenders or investors.
1-3 weeks to value · Low effort · Medium risk · moderate
Data analysis
Understanding which customers or expense categories drive cash swings.
1-3 weeks to value · Medium effort · Medium risk · moderate
Verdict
Pays back on
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Not paid placement. Verified means the listing passed our current editorial checks; it does not guarantee fit for every workflow.