Float | Cashflow Add-On for Xero | Float


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Float for accountants and bookkeepers

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2014 Xero Awards Winner

Float for Xero

Automated cash flow forecasting for your small business

What is Float?

Float helps business owners and their advisors accurately visualise their short term cash flow, constantly staying in sync with Xero data. By setting budgets and tracking invoices, bills, cash in and cash out, you can now predict what your bank balance will be next week, next month, and next year. No spreadsheets required!

Each year thousands of businesses go bust because they don’t have the visibility on cash in their business until it's too late. Float gives you cash flow intelligence so you can make the best decisions in advance for your business.

Because Float updates each day with real-time data – you can leave your spreadsheets behind, and let Float do the hard work of pulling in all your Xero data and see your forecast coming to life.

Key Benefits

  • Finally understand how much cash is coming in and out of the business
  • Gain confidence, control and clarity of your business finances
  • Create a cash flow forecast based on past performance in minutes
  • No. more. spreadsheets.
  • Visualise the impact of late payments or going over budget


  • Manage your bills and invoices and expected payment dates
  • Beautiful interface and reports
  • Imports actual figures from Xero in seconds
  • Always up to date with Xero data
  • Explore “what-if” scenarios
  • Daily forecasting – drill down to the day
Float and Xero screenshots

Float vs. other reporting tools

The advantages of Float

Real people. Real results.

"With fluctuating income like ours, we had a major headache managing our flow. Since using Float it's made a huge difference to our business. With the seamless integration to Xero I can see my actual cash position as soon as I log in"
Luis Juarez
Prescient Power
Luis Juarez
"Float is a great tool for understanding the highs and lows of my available cash across the future. I like the fact that i can relatively simply change and review different scenarios to see the effect on my business. It integrates well with Xero and the team at Float are working on ways to make it work even better."
Tim Wilgram
Rod & Ben's Seasonal Foods
Tim Wilgram

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