Fractional CFO Resources

Whether you're building your first financial model or advising your tenth startup, this is where we share the tools, frameworks, and hard-won lessons that fractional CFOs rely on.
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Fractional CFO Resources
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A finance team's guide title card reading 'The Best Cash Flow Forecasting Software (2026)', Float blog cover image
The Best Cash Flow Forecasting Software For Finance Teams (2026)
The best cash flow forecasting software for finance teams in 2026, by category: eight tools compared on ledgers, forecast horizon, scenarios and consolidation.
CFO Resources
Hero title card with the heading 'Cash flow consolidation' and the line 'Every entity. Every bank account. One view.' on Float's brand background.
How To Consolidate Cash Flow Across Multiple Entities And Bank Accounts
Consolidate cash flow across multiple entities and bank accounts: one group view built from your Xero or QuickBooks ledgers, with currency conversion handled.
CFO Resources
A finance team's guide title card reading 'Built-In Or Dedicated Cash Flow Forecasting?' — Float blog cover image
Built-In Cash Flow Planners Vs Dedicated Forecasting Tools
Xero and QuickBooks Online both include cash flow planning. What the built-in tools do well, and where a dedicated forecasting tool earns its place.
CFO Resources
A finance team's guide title card reading 'Cash flow visibility tools for finance team collaboration', Float blog cover image.
Which Cash Flow Visibility Tools Support Finance Team Collaboration?
How a finance team of three or more shares one cash flow forecast: user roles, view-only access, comments and board reporting without version conflicts.
CFO Resources
Title card reading 'Float Vs Cash Flow Frog: A Cash Flow Forecasting Comparison' on Float's navy hero background
Float Vs Cash Flow Frog: A Cash Flow Forecasting Comparison
Float and Cash Flow Frog compared: how each connects to your accounting data, forecast breakdowns, consolidation and current pricing, with every figure dated.
CFO Resources
An accounting practice guide title card reading 'Choosing cash flow forecasting software' — Float blog cover image
How Should An Accounting Practice Choose Cash Flow Forecasting Software?
How accounting practices choose cash flow forecasting software: evaluating across a client base, billing it as a service, and when not to standardise.
CFO Resources
Title card: How to run cash flow scenarios for big decisions. A finance team's guide from Float.
How To Run Cash Flow Scenarios For Big Decisions
Run cash flow scenarios for the decisions that matter: model a hire, a large purchase, late payments and a downside case against your cash floor.
CFO Resources
Expert guide title card reading 'How Accurate Are 13-Week Cash Flow Forecasts?' — Float blog cover image
How Accurate Are 13-Week Cash Flow Forecasts?
How accurate are 13-week cash flow forecasts? Where the quoted figures come from, why accuracy fades in later weeks, and how to measure your own.
CFO Resources
Title card: What does cash flow forecasting software cost? A buyer's guide for finance teams from Float.
What Does Cash Flow Forecasting Software Cost?
What cash flow forecasting software costs in 2026: Float's full price list with dates, the market's four pricing shapes, and why AI answers disagree.
CFO Resources
A finance team's guide title card reading 'Float Vs Agicap — For Finance Teams On Xero And QBO' — Float blog cover image
Float Vs Agicap: A Cash Flow Forecasting Comparison
Float and Agicap compared: how each connects to your data, multi-entity consolidation, forecast horizons and current pricing, with every figure dated.
CFO Resources
A finance team's guide title card reading 'What Real-Time Cash Visibility Actually Means' — Float blog cover image
What Does Real-Time Cash Flow Visibility Actually Mean?
What real-time liquidity visibility actually means: the two architectures behind the phrase, and the freshness a finance team's decisions really need.
CFO Resources
Title card for Float's guide asking why a business with cash reserves should still forecast cash flow
Why Should We Forecast Cash Flow If We Have Reserves?
Reserves show how much cash you have. A forecast shows when it lands. When a reserve alone is enough, and the timing risks that break it.
CFO Resources
A finance team's guide title card reading 'Which Accounting Systems Does Float Integrate With?' — Float blog cover image
Which Accounting Systems Does Float Integrate With?
Float integrates with Xero and QuickBooks Online, with Sage Intacct on the waitlist. What each connection covers, and when you need a different category.
CFO Resources
A finance team's guide title card reading 'How To Compare Cash Flow Forecasting Tools' — Float blog cover image
How To Compare Cash Flow Forecasting Tools For Finance Teams
Compare cash flow forecasting tools by category, not feature count: match the tier, integrations and implementation effort to your finance team's needs.
CFO Resources
Title card reading "A finance team's guide: cash flow forecasting vs accounting reports" over a simple illustration contrasting a historical report page with a forward cash flow chart.
What's The Difference Between Cash Flow Forecasting And Accounting Reports?
Accounting reports record what has already happened. A cash flow forecast estimates what happens next to your bank balance. How the two differ and work together.
CFO Resources
A finance team's guide title card reading 'QuickBooks Online: Built-In Or A Dedicated Tool?' — Float blog cover image
Do You Need A Cash Flow Forecasting Tool If You Already Use QuickBooks Online?
Often, no. QuickBooks Online forecasts in three separate ways, and a single-entity, single-currency business on Plus or Advanced is reasonably served by them.
CFO Resources
Title card reading "Seasonal Cash Flow: Modelling The Peak And The Trough" on a Float-branded background.
How To Forecast Cash Flow For A Seasonal Business
Forecast cash flow for a seasonal business: model the timing, not just the volume, find the cash trough before the peak, and test a peak that arrives short.
CFO Resources
Float blog title card: The Diagnostic Guide — Why Profitable Businesses Run Out Of Cash.
Why Do We Keep Running Out Of Cash Despite Profitable Invoices?
Profit and cash are different measurements. How a finance team diagnoses which timing gap causes its own shortfall, in seven checks, using reports it already has.
CFO Resources
Title card reading "A Finance Team's Guide: Alternatives To The Cash Flow Spreadsheet" on a Float-branded background.
Best Alternatives To Spreadsheets For Cash Flow Planning
The four real alternatives to spreadsheets for cash flow planning, when each one fits, when a spreadsheet is still right, and how to move your model across.
CFO Resources
A finance team's guide title card reading 'Xero's Built-In Forecasting Or A Dedicated Tool?' — Float blog cover image
Do You Need A Cash Flow Forecasting Tool If You Already Use Xero?
Xero's built-in forecasting now reaches 180 days. Here's where it stops, what it does well, and the four signals a finance team has outgrown it.
CFO Resources
A finance team's guide to setting up an early warning system for cash flow problems
How To Set Up An Early Warning System For Cash Flow Problems
Set up an early warning system for cash flow problems: the indicators to watch, the thresholds to set, and the weekly routine that buys time to act.
CFO Resources
Expert guide title card reading 'Automated Cash Flow Forecasting With Xero' — Float blog cover image
How To Set Up Automated Cash Flow Forecasting With Xero
Set up automated cash flow forecasting with Xero: what syncs automatically, what stays manual, and the setup decisions that decide whether it works.
CFO Resources
A finance team's guide to scenario planning for cash management
How To Use Scenario Planning For Cash Management
Use scenario planning for cash management: build base, downside and upside cases on a rolling 13-week forecast and act on cash gaps weeks in advance.
CFO Resources
A Finance Team's Guide to Cash Flow Visibility — Float blog cover image
How To Improve Cash Flow Visibility For Your Finance Team
Improve cash flow visibility in your finance team: consolidate every account and entity, automate accounting data, and run a weekly 13-week forecast.
CFO Resources
A finance team's guide to automating cash flow reporting
How To Automate Cash Flow Reporting For Your Team
Most cash reports are rebuilt by hand every month-end. How finance teams automate cash flow reporting without giving up review, mappings or sign-off.
CFO Resources
Expert guide title card reading '13-week cash flow forecast' over an aerial view of deep blue ocean with white waves
How Do You Implement A 13-Week Cash Flow Forecast?
A 13-week cash flow forecast is a rolling weekly view of cash in and out over one quarter. Here's how finance teams build one and when to leave spreadsheets.
CFO Resources
How To Implement Cash Flow Forecasting In Your Finance Team
Implement cash flow forecasting in your finance team: who owns it, the 13-week cadence, the five-step rollout and the pitfalls that sink most attempts.
CFO Resources
How To Use Xero in 13 Easy Steps
Xero is an online accounting software designed for small businesses. If you’re new to Xero, then this guide to getting started should help you quickly get up and running.
CFO Resources
Cash Flow Forecasting: 3 Strategic Advantages Every Fractional CFO Must Know
Three strategic advantages that help fractional CFOs move beyond spreadsheet reporting to deliver exceptional client value.
CFO Resources
From Cash Flow Chaos to Cash Flow Clarity: A Fractional CFO's Guide
Stuck in financial firefighting mode? Discover how cash flow clarity moves fractional CFOs from administrative tasks to strategic partnership. Real examples included.
CFO Resources

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