All posts by Catriona Bane
How to Give Clients More Control Over Their Business
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 […]
How to Streamline Your Advisory Services with Simple Cash Flow
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 […]
Christmas, Actually
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 […]
Xerocon Panel: How Receipt Bank and Float Work Together
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 […]
Say Hello to Improved Budgeting!
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 are a Founding App Partner of App Advisory Plus
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? […]
Webinar: Speaking your Clients’ Language!
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 […]
The New Way to Log into Float with Xero’s Single Sign-On
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 […]
Xero’s New Cash Flow Pilot
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 […]
How to Add A New Revenue Stream to Your Accounting Firm with Float
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 […]