Now more than ever, cash flow forecasting is at the forefront of most finance conversations. Understanding how much cash you might have in the future is paramount to informed decision-making, especially amidst this global pandemic. We want to keep businesses in business. As a small business ourselves, we’re in a position of uncertainty as to […]
As the world grapples with the unprecedented spread of Coronavirus (COVID-19), small businesses are beginning to see strains on their cash flow from cancelled flights, cancelled events, social distancing and consumer panic. As of the date of publishing (19th of March), countries have taken the following actions, all of which (however necessary) have negatively impacted […]
A crucial element of running a business is thinking about and planning for the ‘What Ifs’ that inevitably arise. This could not be more relevant given the impact that the Coronavirus/Covid-19 outbreak is already having and will have on the global economy. As well as the traumatic human impact of worry, illness and even death, […]
“Float is just fluid and flexible, which is amazing. I can see everything I need to immediately, and it gives me so much confidence in where we are.”
We’re excited to announce a new feature hot off the presses! You can now create percentage increases and decreases on your budgets in Float, as well as fixed value increases and decreases (eg. + or – $500 a month). This is something that has been requested quite frequently by our users, and we’re confident that […]
Find out how Andrew Van De Beek of illumin8, uses Float to help save his clients a hell of a lot of hassle (and looks cooler than ever as he does).
For so long, cash flow management and forecasting has been something that is considered the remit of accountants and bookkeepers. But with the advent of Cloud-based tools, it’s become easier than ever to get to grips with forecasting your cash – even without an accounting degree. Confidence in finances Historically, the only way to build […]
Recently, technology has come along leaps and bounds – especially in the accounting industry. With simplified solutions to previously time-intensive and complicated tasks, technology is paving the way for a new kind of relationship with your clients. From holding more in-depth conversations to working together to come up with better solutions, technology is allowing accountants […]
This festive period, we decided to do something a little different. We wanted something fitting, and fun, to share with our partners, customers, and friends. Maybe we won’t win any Oscars, maybe we got a few funny looks, but we made this little video for you, with love, actually. From all of us here […]
Check out how Emma Fox of award-winning bookkeeping firm, Fresh Financials, uses Float to enhance her advisory offering to her clients.
Angus Ogilvie is the Managing Director of Xero’s Small Accounting Partner of the Year 2019, Generate Accounting, based in Auckland, New Zealand. Using Float, Angus has been able to host more actionable and valuable advisory conversations with his clients. So here’s the story of how this Xero Award Winner uses Float to enhance his advisory […]
This year at Xerocon London, our very own CMO, Nick Cole sat down with Graeme Tennick of GT Accountancy and Nick Dent of Receipt Bank to host a panel (live!) on the Float stand all about using technology to add value to your firm and your clients! Graeme has been a long-term partner of Float […]
Ever had a payment delayed? Or a project that starts a month later than originally planned? In Float, this often means updating your budgets to reflect this new reality. For a lot of people using Float, this was making the task of keeping their forecast up to date a time-consuming process. Updates made easy We’ve […]
Float recently joined forces with App Advisory Plus and became a Founding App Partner of the platform! We could not be more thrilled to be part of such an exciting platform that aims to help accountants and bookkeepers to support their clients to run better, more efficient, and profitable businesses! Why App Advisory Plus? […]
The market is inundated with new apps being launched every single day. Apps to make your life as an accountant or bookkeeper easier. Apps to streamline your workflow, or your clients’. Apps that will walk your dog and… well, maybe not just yet. But with over 700 apps on the Xero Marketplace alone, it can […]
“It’s been so interesting to see the variety of reasons that Float is used. We’re using it for so many different reasons and for so many different clients.”
Emma Pearce is the Managing Director and Founder of Pearce Marketing Consultants, an agency based in East Sussex. Pearce Marketing works with small-medium businesses providing marketing planning, outsourced marketing support and training. Trusting her advisor Emma works with Emma Fox of Fresh Financials to keep her bookkeeping in order. And it’s this trusted relationship that […]
We’re thrilled to be able to offer our new and existing users the ability to sign into Float using Xero’s single sign-on feature! Announced at Xerocon Brisbane 2019 by GM of the Xero Ecosystem, Nick Houldsworth, this new streamlined way to connect your Xero account to Float will save you time whilst keeping still keeping […]
On the first day of Xerocon Brisbane, Chief Product & Partner Officer and all-round Xero rockstar, Anna Curzon, announced the arrival of Xero’s Cash Flow Pilot! This short-term cash flow pilot, to be released in early 2020, will provide Xero users with a 30-day view of the operational health of their business. Here’s what Anna […]
One of the most common reasons that business owners switch accounting firms is to seek more proactive financial advice. Float is an app that enables you to provide that proactive advice. But how exactly does it help you add a new revenue stream to your accounting firm? Business owners want to do more business Xero found […]
Find out how Dr. Barry Lambert used Float to do so much more than just check the vitals of his successful health consultancy business, Medstars.
“Float helped me to teach my clients not to rely on profit. It’s helped me to promote the message that foresight is so essential to every business.”