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 that your consulting business will never run out of cash.

14 day trial – no credit card required.


Xero's Logo





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


Consultants love Float


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.


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.

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

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.

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

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.

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



Try Float for free – and take command of your consulting business

Run your first visual forecast in minutes.
It’s fast, easy and free to get started with Float.

Get a 14-day trial. No credit card required.

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

You can start creating scenarios and planning projects to answer crucial ‘What if?’ questions like “Can I take on a new hire?” or “What happens if I lose this client?”

Reach out for support

You don’t need any expertise to use Float but if you do need help, our friendly support team are one click away to give you the support you need.