PROJECT TRACKING & CASH FORECASTING

Navigate your agency safely through any storm

Delayed payments. Moving milestones. Losing clients. What’s next? Visualise what’s ahead. Map out your agency’s finances and steer clear of danger.

Try Float for free

14 day trial – no credit card required.

Answer riddles like

When will our agency run out of cash?

Can I really afford that new hire?

What happens if I don’t win these projects?

How will our payroll and tax bill impact us?

Try Float for free

Agency owners love Float
based on 500+ reviews

4.4

Trustpilot

4.8

Xero

4.5

QuickBooks

Float has given us the confidence to make decisions. We’re no longer afraid to think strategically or invest in our growth.
Gordon McLachlan,
Managing Partner, Primate

AGENCY LIFE

Successful agency owners understand three hard truths…

Cash is king

Your agency always has a ‘death date’ – when it will run out of cash – no matter how profitable you are.

Spreadsheets can’t
close deals

You can’t lead your agency, solve problems and win clients if you’re busy crunching numbers.

Plans change

You can’t predict every lost project and unexpected bill – so you need a plan that’s flexible.

Agencies sail safely with Float

TRACK CASH

Avoid your agency’s ‘death date’!

Set sail for Treasure Island – with Float as your compass. Float tracks your agency’s death date and builds visual models of its financial future that you can customise in seconds.

You’ll always know when your agency’s cash reserves are scheduled to run out.

And you can rely on Float to warn you about any upcoming issues – like a payment or payroll that could take you into overdraft.

“Most of our work is project-based. We might win a lot of projects in a short period, or not have any for a while – which is when we get nervous. Thanks to Float we can plan ahead, work out when we have money coming and balance it out.”
Gordon McLachlan,
Managing Partner, Primate

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PLAN AHEAD

Iceberg – dead ahead!

Forecast your future and sail through any storm. See countless potential scenarios based on your agency’s future decisions, wins and losses – so you can pick the best route.

Add any potential income or expense – like a proposed project, new hire, tax bill or investment.

Toggle scenarios on and off to create instant forecast models that help you strategise

Float’s a crucial gate for any major decision. My agency’s grown and handles bigger transactions, so it’s even more important that we have a good handle on cash. Without Float we’d just be stabbing in the dark.”
Matt Scaysbrook,
Founder, WeTeachCRO

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TRACK CASH

Spreadsheets overboard!

Lead from the front and scale your agency. Float replaces countless clunky spreadsheets with one simple dashboard that gives you visibility over your agency’s future.

Now you’re free to think strategically, respond faster as opportunities (and problems) emerge – and spend more time winning new customers.

“Float frees us to focus on sales and growing our business – it eliminates a lot of the manual work, spreadsheets and number-crunching.”
David Taplin, Director
Boostbery