Xero single sign-on

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 […]

cash flow forecasting

How to Do Scenario Planning with Float

Scenario planning is a huge part of business planning. Understanding the cash impact of different decisions is vital to making sure that your plans work out and that you achieve your goals. On the flip side, building scenarios for what could happen if you lose a client or get paid late will help you make […]

Float’s New Splitting Payment Feature!

  Here at Float, we’re constantly working to improve our product and to help you to get the most out of the platform. We know that businesses don’t often pay or receive an invoice or bill in one, full payment. And that’s why we’ve introduced a new functionality to Float. Introducing: Splitting Invoices/Bills! Our newest […]

Float’s New Partner Dashboard!

  At Float, we know how important it is for your clients to be in a good cash position. So we spoke to some of our partners and found out more about how you work with your clients, what information is most important to you, and what you’d like to see in Float to help […]

How to Price Float For Your Clients

Deciding how to build app advisory into your services can be a real struggle. Finding a price point and format that works for both you and your clients involves striking a delicate balance. We’ve spoken with our partner accounting and bookkeeping firms, and these are ways our current partners are charging for Float: 1. Include […]

Introducing: Multi-Budgets!

Here at Float, we know that your cash flow doesn’t always run like clockwork. Money moves in and out of your business all the time and, sometimes, a single monthly budget amount just isn’t accurate enough. That’s why we’ve made forecasting in Float more flexible and accurate than ever with Multi-budgets. In a nutshell, Multi-budgets […]

6 Reasons To Use Float For Cash Flow Forecasting

Here are our top six efficiency-boosting reasons for using Float…   1. Save hours every month with automatic updates One of the most time-consuming parts of manual cash flow forecasting is bringing your spreadsheet up to date. Our users tell us this used to take them an average of eight hours every month when manually entering […]

Product manager float

Meet Kieran – Our New Product Manager at Float

If things are going well, at some point your company reaches a point where the CEO or founder needs to bring in some help so that they can focus on all the other stuff they need to do in order to run their business. Here at Float, that meant hiring a product manager to help […]

Product Update: Quick Budget Edit

We have been working hard on introducing a new feature into Float called ‘Quick Budget Edit’. Simple Copying and Pasting This feature will allow you to copy multiple rows and columns of budget data from another source e.g. a spreadsheet, and paste them straight into Float using keyboard shortcuts (ctrl + c and ctrl + […]

Check Out The All New Float!

Sometimes as a company it’s frustrating not to be able to solve everyone’s problems 100% of the time. But there are also moments when we’re immensely proud of what we’re building as a team and excited about what it means for our customers. Over the past year we’ve been rebuilding Float from the ground up. […]

7 Steps to Build Float into Your Workflow

Can you see an opportunity for using Float with your clients but you’re unsure how best to incorporate it into your workflow? We’ve spoken with lots of partners who use Float regularly, and this is how they do it: 1. Test it out with your own data First and foremost, you’ll want to test Float […]

Step 1: Include the Accounts You Want to See

Float pulls in all the bank feeds you have connected in your accounting platform. You have total control over which accounts you want to include within your cash flow forecast. This Task Should Take Less Than 2 Minutes Log-in to your account To the right of your screen, just under the main tabs, you will […]

Step 2: Check Your Balance is Correct

It’s important that Float has the right information in order to accurately predict what your future bank balance will be. This task should only take a few minutes Have a look at your Float balance for today in the top left-hand corner. Is this the number you expect to see? If the number is what […]

Step 3: Group Your Office Costs Into a Single Row

When Float imported your data we pulled across your full chart of accounts, line by line and row by row. Let’s simplify your view. If, like many businesses, you’ve got fairly predictable outgoings for “Office Costs” then you can group multiple accounting categories within this group. A group is defined in Float as a single […]

Step 4: Set Your Payroll Date

Making payroll is can sometimes be a huge issue for business owners. It might even be one of the reasons you are investigating a cash flow forecasting solution. With Float, you can get a daily view of cash flowing into, and out of, your business. And because payroll is a very predictable outgoing, you can easily […]

Step 5: Plan Your Next Payment Run

Bills arrive into your business every day. But most businesses don’t settle their debts on a daily basis.  Chances are, you have a designated day for when you deal with bills. When Float pulls in a bill from your accounting platform, it looks at the due date and predicts that you will pay that bill […]

Step 6: Input Your Sales Forecast

When Float imported your chart of accounts you may have chosen the option to build a forecast taken from average historical data. So for your sales, we would have looked at your previous 3 months’ revenue (in cash), averaged it out, and projected it forward. However, nobody knows your sales forecast better than you, so […]

Step 7: Forecast a Different Sales Scenario

Unless your business operates on a subscription-based model or you have a high proportion of retained revenue, chances are your sales forecast will be fairly unpredictable. To help you plan, we recommend you create a separate, pessimistic forecast so that you can prepare for a worst-case scenario. This Task Should Take No Longer Than 6 […]

Step 8: Project a Late Payment

Late payment can have a devastating impact on businesses. Sometimes the problem is less about a payment being late and more about the expectation of a business (for example if a business needs an invoice to be paid in order to meet their obligations). Imagine a perfect storm of outgoings looming; a tax bill is […]

Step 9: Download a Report

Cash flow forecasting isn’t really about number crunching. The real value of forecasting comes from discussing the assumptions and plans behind the numbers. While cash flow forecasting is incredibly useful as a solo activity, its power is increased exponentially when you bring in business advisors like your accountant, or an investor. These people can ensure […]


Introducing… New Views in Daily Cashflow

Float has had a bit of a makeover with several new features over the past 6 months, so we’re introducing each one in a separate article here. Keep your eye out for the next one! With our new views in the tab for daily cashflow Float enables you to fully understand the breakdown of your finances on a […]

Introducing… Cash Flow Graph Views

Float has had a bit of a makeover with several new features, so we’re introducing each one in a separate article here. Keep your eye out for the next one! Here, we tell you all about the new version of our cash flow graph! Want to know more about which graphs your business should be […]