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Cash flow forecasting and scenario planning

Get a real-time, visual view of your cash flow and make more confident decisions about the future of your business

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Float for Agency Owners

“Float has given us the confidence to make decisions. We're no longer afraid of thinking strategically or investing in the growth of Primate.”

Gordan McLachlan, Primate

Float for Agency Owners

“We've been using Float alongside Xero for our two Creative Agencies. Float is invaluable to our business! Can I give ten stars?”

Andrew Dobbie, MadeBrave & Campfire

Float for Agency Owners

“I can actually run my agency now. Xero was a step forward for us but Float is like having a finance department.”

Chris Davies, Dog and Pony Studios

Use a cash flow forecast to get an accurate view of your agency's future cash.

See how Float helps

Real-time cash flow confidence

Every agency needs a cash flow forecast they can trust. Especially when 82% of companies that go out of business do so because of poor cash flow visibility and management.

Float will give you an accurate picture of your past, current, and future cash flow so you can plan for the what-ifs, make more informed decisions, and unlock a brighter future for your business. It’s the smarter way to be more proactive with your cash.

Easily understand and manage your numbers

You shouldn’t need to be a financial whiz to get a handle on your cash flow. Float gives you a clear, precise view of what’s happening with your business’s cash today (and tomorrow), based on real-time information.

Get real-time insight with less effort

Your cash flow forecast automatically syncs to your accounting software and pulls information from your bank accounts so you can easily see what cash is coming in and going out (and which bills or invoices are overdue), giving you an always up-to-date cash flow forecast.

Scenario planning

Run scenarios based on your current and future cash position to see what could happen if you make a hire, lose a client, increase expenses, receive a late payment, or pay that big bill.

Cash flow for Projects

Managing cash flow across multiple projects is inherently complex. Float Projects is designed to streamline cash flow management for projects by giving you a bird’s-eye view. This way, you can have maximum visibility of the cash impact of each project.

How Dog and Pony Studios are using Float

Chris Davies, the owner of Toronto-based creative agency Dog and Pony Studios, started using Float in 2013 and now describes it as an invisible member of the team. How did Float become such an integral part of the business? Dog and Pony Studios were successful: offices opened in Rio de Janeiro and Barcelona, new clients […] Read more

"This has now become an essential tool for the company. The hours it saves makes Float indispensable."

Terry Barnes


"Float has replaced hours of painstaking spreadsheet updates and manually copying data. I really can't speak highly enough of the product, support, and the responsiveness to customer/user feedback!"

Paul Musgrave

Uncle Pablo

"No more Spreadsheets! Life-changing software. Powerful, intuitive, simple and super smart. Highly recommended for all businesses!"

Vatsalya Bohra

Smith Brothers

Accounting Excellence Awards

Best Forecasting, Planning & Analysis Tool – 2017 & 2019

Cash Flow Forecasting Software

ICB Luca Awards 2018

Xero Emerging Add On of the Year

Xerocon 2014

Best FinTech Product or Service

UK Cloud Awards 2019