Float For Fractional CFOs

Cash Visibility

Spreadsheets don’t show your clients the real-world impact

They’re the bedrock of your work. They’re how you manage all the calculations and working out. But they fall short when it comes to cash flow visibility. Because all your clients see is a jumble of numbers. And that means it’s hard for them to see the impact of their decisions.

Visual Storytelling

So switch to the platform that was built for direct forecasting

Float helps you communicate more effectively with your clients. It pulls in real-time data, giving you and your clients direct and rolling cash flow with daily-level accuracy. Meaning your 13-week forecasts are always up-to-date and giving your clients the information they need to make better-informed decisions.

Data Driven

Make decisions based on real-time data

Short-term forecasting without up-to-the-second data is like driving with your eyes closed. Float automatically pulls in the data you need so you spend less time tinkering and more time thinking.

Unmatched Integrations

Plug-in-and-play with core integrations

You’re juggling multiple tools and data sources for multiple clients. It’s a headache. So Float takes the pressure off by integrating with your workflow, including Xero, QuickBooks, and FreeAgent.

"When we show people how easy it is to manipulate a cash flow forecast in Float, it’s much easier to sell our Virtual CFO package, which is boosting our revenue. We have also found our clients are more relaxed and happy with the future direction of their business since using Float."

Simon Kallu

CEO, Growfactor

“Float is invaluable to us. It sits right on top of Xero, so our cash flow forecast is always up-to-date—no more outdated figures within a week or two like in the past. We’re looking at a meaningful, 13-week rolling forecast that’s accurate within 24 hours. As a fractional CFO, I can’t afford any surprises."

Stephen Findlay

Fractional CFO, Growth CFO

"Float is the most applicable and understandable option for cash flow forecasting. I use it with my clients because it pulls their data in, requiring minimal data entry on my part. Float's ability to visualize cash flow scenarios allows business owners to grasp their financial reality with clarity."

Susan Boles

Virtual CFO, Beyond Margins.

"Float provides a clear, transactional cash flow forecast linked to Xero. I can now deliver daily, weekly, and monthly cash flow overviews based on transactions that owners can easily understand and update. With Float, I no longer spend my day moving data, and clients who once lost sleep now have a tool they can manage themselves."

Mark Mountford

CFO, The CFO Centre

“Float frees us to focus on sales and growing our business – it eliminates a lot of manual work, spreadsheets and number-crunching. Float’s ease of integration is excellent – we never found it hard to integrate.”