Cash Flow Forecasting Software for Consulting Firms

Build a sustainable consulting business and predict your cash flow

Manage complex management, strategy and financial consulting project cash flows in Float – so you can track cash, spot dangers in advance and build a sustainable consultancy.
Connect Float to Xero or QuickBooks in three minutes.

Model costs for any complex software, web development and IT infrastructure project with a visual forecast.
Account for unexpected costs – unpaid invoices, lost projects and extra costs.
Set a safety net to ensure to ensure that your consulting business will never run out of cash.
14-day free trial. No credit card required.
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Cash Flow Problems

Most consulting firms fail – and cash flow is a constant challenge

80% of firms fail fast

Consultancy firms fail more often than most professional services – around 80% within the first two years.

Consulting’s complex

It’s tough to manage clients. Especially with 30-90 day invoice terms and a shifting regulatory environment.

Reliable growth is key

Consulting firms need to win  clients regularly and manage their cash flow to be among the 20% who survive.
Track Cash

Secure your consulting business with a safety net

Protect your cash flow. Set a sensible cash reserve and track the ‘death date’ of your consulting business – so you can make sensible, sustainable decisions that secure your business.
Use your visual forecast to plan management, strategy and financial consulting projects – with a confidence score to indicate if your data’s trustworthy.
Get proactive warnings ahead of any cash flow issue – like a cancelled project or unpaid invoices that could push your firm into its safety net.
Plan Ahead

Visualise complex cash flows and plan the future of your consultancy

Take control of your cash flow. Add and combine any potential consulting projects or scenarios to explore their impact on your visual forecast – and business health.
Add each project to your visual forecast and explore its impact on your cash flow.
Add any scenario – from consulting and salaries to tax bills and investments.
Toggle projects and scenarios on and off to build visual forecasts that reflect your ‘best’ and ‘worst’ outcomes.
Scale Your Business

Scale your consulting business faster – with no cash flow spreadsheets

Lead your company. Float offers strategic visibility across your entire pipeline for management, strategic and financial consulting projects – in one visual dashboard.
Explore the impact of any challenges – like unpaid invoices, project delays and unexpected costs for a clear view of your company’s cash flow.
Win and manage complex projects in any consulting discipline, manage your cash flow effectively and scale your business.
Serve more clients – with freedom from clunky, inflexible and outdated spreadsheets.
Get Started

Float makes Xero budgeting and forecasting easy.

Start 14-Day Trial
No credit card required.
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How will Float help you?

Understand your future cash position
Stop spending hours in complicated spreadsheets
Model different potential scenarios to plan for the future
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Get clear visibility of the future

Float’s visual interface makes your data easier to understand, whether you have a financial background or not. Easily see what your future cash position looks like, and whether you need to make changes to avoid a dip in cash.
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Understand your budget vs. actuals

Track your incoming and outgoing transactions, bills and invoices and see how they compare to your predictions, either overall or by accounting category. This means you can make informed decisions about spending and income real-time, rather than after month-end.
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Connect your Xero data to Float

If you’re forecasting in spreadsheets right now, you’ll free up hours or even days every week thanks to the daily import of data from Xero. Float’s connection to Xero is one-way and read-only, so Float cannot and will not ever change anything in your Xero account.
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Scenario plan to understand your future cash

Easily create scenarios to model different hypothetical cash outcomes to see how they compare to your base forecast. Thinking of making a hire, or want to see if you can afford to lose that client? Find out if your plans are feasible with a few simple clicks.
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Connect your Xero data to Import invoices and bills

Float automatically imports all bills and invoices from Xero to ‘fill up’ and compare to your predictions. Easily see all unpaid invoices and bills, and update when you think they’ll realistically get paid, keeping your forecast as accurate as possible.
Join Thousands of Others

Consulting Businesses love Float

“Float has revolutionized our ability to manage cash flow. It’s easy to set up, intuitive – and makes us feel massively more confident about our plans.”
Christopher Salmon
CEO, clearBorder
“Now I can smoothly navigate my startup consultancy through any financial ups and downs with a sense of calm.”
Sue Palmer
Director, Ernest Hunter Green
"Float’s precision enables us to create accurate cash flow forecasts that help us to make informed financial decisions with confidence.”
Shakira Floyd
Director, Satori
“Float is an invaluable tool to manage our cash flow. It delivers analytics instantly – which saves hours of tedious spreadsheet work and frees us to focus on our clients.”
Gavin Sallery
Director, New Flex Tech

Consulting Businesses love Float

Run Your First Visual Forecast in Minutes

Ready for answers to your crucial cash flow forecasting questions?

Connect to Float
It takes just three minutes to connect your accounting platform to Float and see your first visual forecast.
Run a visual forecast
It’s easy to create scenarios, plan projects and answer questions about your business and its financial future.
Reach out for support
Float’s easy to use. But our friendly support team’s only a click away if you need personalised support.
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