Sail your project-based business safely through any storm

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CASH FLOW FORECASTING PROBLEMS

Successful project-based business owners know three hard truths about cash flow forecasting…

Cash is king

Your business always has a ‘death date’ – when it will run out of cash – that you need to track and avoid.

Spreadsheets suck

You need instant insights – not clunky spreadsheets with painful imports, errors and outdated data.

Plans change

Lost projects. Unexpected bills. Anything can happen – so your business needs a flexible plan.

Float has given us the confidence to make decisions. We’re no longer afraid to think strategically or invest in our growth.

Gordan McLachlan,
Agency Owner, Primate
TRACK CASH

Give your business a safety net

Navigate safely with a compass. Track your business ‘death date’ to maintain a healthy cash reserve – and create a visual forecast that forecasts the state of your cash flow.

Use your visual forecast to inform any crucial business decision – with a confidence score to indicate if your data’s trustworthy.

Get proactive warnings ahead of any cash flow issue – like an upcoming payment that could push your business into its safety net.

Float allows us to view our cash flow in real-time. It is probably the most valuable tool we have for running our business.

Ryan Plester,
Owner & Principal Consultant, White Room Automation
PLAN AHEAD

Visualise and plan for any cash flow scenario

Make sustainable decisions. Add and combine scenarios that reflect any potential investment, win or loss to forecast their impact on your business and cash flow.

Add any income or cost to your visual forecast as a scenario and explore its impact – from new hires and won projects to investments and tax bills.

Toggle scenarios on and off in your visual forecast to explore your ‘best’ and ‘worst’ outcomes.

Float’s a crucial gate for any major decision. Without Float we’d just be stabbing in the dark.

Matt Scaysbrook,
Founder, WeTeachCRO
SCALE WITH CONFIDENCE

Ditch your spreadsheets and take command

Lead your business. Float replaces countless clunky spreadsheets with one simple dashboard that gives you strategic visibility.

Unlock sustainable growth, respond faster as opportunities (and problems) emerge – and be the leader that your business needs.

Float frees us to focus on sales and growing our business – it eliminates a lot of manual work, spreadsheets and number-crunching.

David Taplin,
Director, Boostberry
CASH FLOW FORECASTING INTEGRATIONS

Make your numbers work harder

Connect Float to your accounting platform and make better sense of your numbers – with customisable visual forecasts.

Gordon McLachlan,
Managing Partner, Primate

PROJECT-BASED INDUSTRIES

Float was built for your project-based business

Run your first visual forecast in minutes

Are you ready for answers to your crucial cash flow forecasting questions?

1. Connect to Float

It takes just three minutes to connect your accounting platform to Float and see your first visual forecast.

2. Run a visual forecast

It’s easy to create scenarios, plan projects and answer questions about your business and its financial future.

3. Reach out for support

Float’s easy to use. But our friendly support team’s only a click away if you need personalised support.