Give every client a forecast they can actually act on.
Built for fractional CFOs, accountants, and outsourced finance teams using Xero and QuickBooks.
Float + Quickbooks
Float + Xero
Your books show the past.
Your forecast assumes the future.
Float shows you now.
Without Float
With Float
A forecast you can deliver consistently across every client
Single source of truth for your cash position.
Zoom out to plan. Zoom in to act.
Know what's coming in and out before it hits your bank.
One place for every cash conversation and decision with your clients
Keep the conversation going
The right access for every role
Got questions?
We have answers
Float syncs with your accounting platform every 24 hours. You can also trigger a manual sync at any point if you need your forecast to reflect a recent change.
Each sync pulls your latest reconciled bank balances, along with invoices, bills, and bank transactions. Your forecast is always built from data that has cleared your accounting platform, not estimates or projections.
Float uses role-based permissions so you control who can view, edit, or manage your forecast. There are three roles: Admin, Editor, and Viewer.
Two-factor authentication is mandatory for Xero users and strongly recommended for all customers. Single sign-on through your accounting platform is available for the initial user.
Float doesn't connect directly to your bank. It retrieves your bank transaction data through your accounting platform instead.
That means Float works with any bank your accounting software already syncs with. If your transactions are reconciled in Xero or QuickBooks Online Float will see them.
Currently, Float integrates with Xero and QuickBooks Online.
If you're not on one of those platforms, contact us and we'll let you know what's on the roadmap.
Yes. Float offers a 13-week rolling forecast for short-term cash management, and a monthly forecast that extends up to three years.
The 13-week view is built for day-to-day decisions. The monthly view is built to support board conversations, annual budgets, and planning beyond the immediate horizon.
