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.
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?
Agency owners love Float
based on 500+ reviews
4.4 
Trustpilot
Xero
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
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
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
INTEGRATIONS
Navigate your sea of numbers
Connect Float to your accounting platform and make better sense of your numbers – with customisable visual forecasts.
Xero
QuickBooks
Float’s ease of integration is excellent – we never found it hard to integrate.
Gordon McLachlan,
Managing Partner, Primate
GET STARTED
Set sail and run your first visual forecast
It’s fast, easy and free to get started with Float – and answer burning business questions with your first visual forecast.
Connect with Float
It takes just three minutes to connect your accounting platform to Float – and your data’s always stored securely in a read-only format.
Run a visual forecast
Float’s packed with helpful tips to help you add projects and answer crucial ‘What if?’ business questions with an actionable forecast.
Reach out for support
From training to technical support. Just book a video call or get email support whenever you need a hand – we’re here to help.
I can’t talk highly enough of Float’s onboarding process – they bent over backwards to help us.
David Taplin,
Director, Boostbery
Get Started
Try Float for free – and navigate your agency with confidence
Get a 14-day trial.
No credit card required.
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