Float

Get an easy-to-understand picture of your current and future cash. Simply enter your cash forecasts for what you expect to happen each month (or use our suggestions), and Float will keep these updated every day with bills, invoices and actuals so you can track your budget vs. actuals automatically.

Float’s scenario planning allows you to easily see how different decisions will impact your business. Can you afford to hire new staff, expand to another location, or lose a client? Find out easily and visually in Float. It’s faster and simpler than Excel - plus it never goes out of date!

Key features in Float:

• Understand your cash position, right now Get a clear picture of your past and future cash flow. Drill down to what’s going to happen next week, next month or next year.

• Save time and trust your forecast When moving from a spreadsheets to Float, you’ll save hours every week thanks to the daily sync with Xero. And what’s better, you can always trust that the data you see in Float is accurate.

• Scenario plan for the what-ifs Model different scenarios to see how they’ll impact the cash in your business. Hiring a new employee, or want to see if you can afford to lose that client? See how these will affect your business with a few simple clicks. 

• Compare budgets vs actuals Easily compare your actuals to your forecasts to stay on track and see how accurate your forecasting has been. 

• Spot cash fluctuations well in advance Having a visual picture of your cash will help you spot cash gaps and surpluses before they happen, giving you plenty of time to secure funding or reinvest that surplus cash where it’ll make the biggest impact.

• Automatically import bills and invoices You can update expected payment dates, split payments or exclude bills and invoices from your forecast all together, without changing any of the data in your accounting software.

Export and share insights Export your data to a CSV or PDF to share with your stakeholders, or add them to Float as users. Find out how accurate your budgeting has been with our budget variance report, layer multiple scenarios to help you make informed decisions, drill into the detail of each line on your chart of accounts, and more.