Short-term cashflow forecasting for fractional CFOs
Give your clients greater cash flow visibility
Float helps you visualise the impact of business decisions on cash flow and set up different scenarios in seconds, freeing you up to spend more time on strategy.
14 day trial – no credit card required.
Trusted by fractional CFOs like
Spreadsheets don’t show your clients the real-world impact
They’re the bedrock of your work. They’re how you manage all the calculations and working out. But they fall short when it comes to cash flow visibility. Because all your clients see is a jumble of numbers. And that means it’s hard for them to see the impact of their decisions.
So switch to the platform that was built for direct forecasting
Float helps you communicate more effectively with your clients. It pulls in real-time data, giving you and your clients direct and rolling cash flow with daily-level accuracy. Meaning your 13-week forecasts are always up-to-date and giving your clients the information they need to make better-informed decisions.
Make decisions based on real-time data
Short-term forecasting without up-to-the-second data is like driving with your eyes closed. Float automatically pulls in the data you need so you spend less time tinkering and more time thinking.
Plug-in-and-play with core integrations
You’re juggling multiple tools and data sources for multiple clients. It’s a headache. So Float takes the pressure off by integrating with your workflow, including Xero, Quickbooks, and FreeAgent.
"When we show people how easy it is to manipulate a cash flow forecast in Float, it’s much easier to sell our Virtual CFO package, which is boosting our revenue. We have also found our clients are more relaxed and happy with the future direction of their business since using Float."
Simon Kallu,
CEO, Growfactor
Start forecasting in just 3 minutes…
Sign up for your free trial
Click the button below, get signed up, and you’ll be ready to start using Float for your short-term forecasting.
Set up your integrations
Connect your Float account to the bank feeds and tools you need and it’ll automatically start pulling in your clients’ data.
Run your first forecast
Once the data’s populated, you can run your first short-term cash flow forecast with a click of a button.