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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.

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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. 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

    Recommended

    Essential

    $
    59
    USD

    per month, billed annually *

    • 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
    Recommended

    Premium

    $
    99
    USD

    per month, billed annually *

    • 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
    Recommended

    Enterprise

    $
    199
    USD

    per month, billed annually *

    • 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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