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Cash flow forecasting and scenario planning for agencies

Wish you could confidently predict your agency’s future income and outgoings? Float will help you plan for the ‘what ifs’ and give you confidence about the new business you need, when to hire and when to hold back.

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“As an agency, seeing when money will come in is essential.”

Gordon McLachlan, Primate

How Float can transform your creative agency

82% of small businesses close because of poor cash flow management. Float’s visual, real-time view of your future cash flow lets you plan for the unexpected. Even with unpredictable, project-based revenue.

Scenario plan for the ‘what-ifs’

Effortlessly plan for different hypothetical futures.

Visual real-time graphs, not spreadsheets

No more manual updates or spreadsheets.

See and manage your invoices & bills

Keep track of late-paying clients with ease.

Answer those key ‘what if’ questions

Understand, at a glance, if now is the right time to invest in your business’s growth.

Remove uncertainty from business growth decisions.

Identify cash dips before they’re a problem

Float’s budget features help you plan your cash ins and outs so you can understand, in advance, when your cash is likely to run out. It takes the guesswork out of running your agency.

No more confusing, manually updated spreadsheets

Float presents your cash flow forecasts with visual, automatically updated, real-time graphs. A 5-second glance and you’ll understand your business’s cash flow health.

"This has now become an essential tool for the company. The hours it saves makes Float indispensable."

Terry Barnes


"We've been using Float alongside Xero for our two Creative Agencies (MadeBrave & Campfire). Float is invaluable to our business! Can I give ten stars?"

Andrew Dobbie

MadeBrave & Campfire

"Float has replaced hours of painstaking spreadsheet updates and manually copying data. I really can't speak highly enough of the product, support, and the responsiveness to customer/user feedback!"

Paul Musgrave

Uncle Pablo

How MadeBrave Uses Float For Cash Flow Forecasting

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"A very powerful tool for managing your business and strategising for the future. A must have.”

Andrew Dobbie - MadeBrave

Read their story



billed monthly

  • 3 users
  • 5 additional scenarios
  • 3 years future forecast
  • Weekly cash summary
  • Email support
Start 14 day free trial



billed monthly

  • 10 users
  • 10 additional scenarios
  • 3 years future forecast
  • Weekly cash summary
  • Email support
  • Free staff training
Start 14 day free trial



billed monthly

  • 100 users
  • 100 additional scenarios
  • 3 years future forecast
  • Weekly cash summary
  • Priority support
  • Free staff training
  • Dedicated account manager
Start 14 day free trial

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