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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 you can spend and when to hold back.
Start your free trial today“As an agency, seeing when money will come in is essential.”
Gordon McLachlan, Primate
How Float can transform your creative agency
Running an agency is a constant balancing act of ‘what if’ questions, often without clear answers . Float’s visual, real-time view of your future cash flow lets you plan for the unexpected and gives you control and peace of mind. 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
Buffalo7
"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
*Annual saving may vary slightly depending on currency
- 3 users
- 5 additional scenarios
- 3 years future forecast
- Weekly cash summary
- Export Your Forecast to CSV & PDF
- Budget vs actual reporting
- Manage invoice & bills
- Email support
- Set up call with a Float expert
- 10 users
- 10 additional scenarios
- 3 years future forecast
- Weekly cash summary
- Export Your Forecast to CSV & PDF
- Budget vs actual reporting
- Manage invoice & bills
- Email support
- Set up call with a Float expert
- Quarterly review of your forecast with a Float expert
- 100 users
- 100 additional scenarios
- 3 years future forecast
- Weekly cash summary
- Export Your Forecast to CSV & PDF
- Budget vs actual reporting
- Manage invoice & bills
- Email support
- Set up call with a Float expert
- Dedicated account manager
- Monthly review of your forecast with a Float expert
Check out these guides
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How Can I See Where We’re Overspending?
Overspending can cause serious problems for a small business. Too much cash going out and not enough cash coming in can spell disaster for a business’s cash flow. And, in the current climate, keeping tabs on overspending in your company has become more important than ever. Because no one quite knows what’s around the corner… […]
Expert Advice: Helping Your Agency Thrive In A Pandemic
How has agency life has changed? What are agency owners doing to keep their teams motivated? How can you keep your clients happy? And what you can do to help your agency thrive – despite the global pandemic? There’s something about Float that agency owners just love. We suspect it’s because our founder Colin came […]