FreeAgent Cash Flow Forecast Software

Float + FreeAgent

Thousands of FreeAgent customers use Float to give them insight into their business cash flow. Join them and:

Understand your current and future bank balance

Create multiple scenarios to model short and long-term cash flow, and make better business decisions

Track the performance of your budget vs actuals and gain actionable insight into how your business is operating

Set budgets for cash that’s not yet in FreeAgent and manage expected payment dates on invoices and bills

Follow each transaction back to its bill or invoice and see the granularity of your incomings and outgoings.

See the future of your cash flow

Connect Float to FreeAgent

Put in your budgets

Let Float do the rest and stay up to date on your cash flow

Plan for your ideal future

What happens if sales dip?

How much can you afford to reinvest?

Can you take cash out of the business?

Understand your budget vs. actuals

Monitor your inbound and outbound transactions, as well as your bills and invoices, and assess how they align with your forecasts, whether in a holistic view or categorized by accounting. This empowers you to make well-informed financial decisions in real-time, as opposed to waiting until the end of the month.

Forecast your cash with accuracy

Easily build these scenarios in Float to give your business the time you need to prepare, plan, or change direction.

Float + FreeAgent

Easily see when to chase, pay, or delay

Float automatically imports your FreeAgent data every 24 hours to show you exactly how much cash has actually moved in and out of your business, how much is due to move, and how much of your forecasted ‘budget’ remains.

Know immediately if you’re headed for the red using Float’s clear, visual cash graph and get instant visibility into what bills or invoices are due and what impact they’ll have on your bank balance.

With Float, you can update your expected payment dates to when you think bills and invoices will actually get paid; allowing you to decide which debtors to chase and which bills to postpone in order to stay in the black.

Support

FAQs

Can’t find the answer you’re looking for? Please chat to our team.

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How do I setup Float for FreeAgent?

Simply connect Float to FreeAgent, put in your budgets, and let Float do the rest, keeping it up to date with your bills, invoices, and actuals. Float takes the expected payment dates on your bills and invoices and uses those dates to project when cash will move in and out of your business. Once that money moves, and you’ve explained your transactions in FreeAgent, your cash flow forecast is updated with actuals.

How does Float App help cash flow forecasting on FreeAgent?

Float will automatically pull through your FreeAgent data every 24 hours, updating forecasts with payments that are due and ones you’ve paid. You can also run a manually trigger a refresh if you’ve updated your FreeAgent account, or simply if you fancy it.

Can you help me get started with FreeAgent?

If you are new to FreeAgent and Float, feel free to contact us and we’ll be happy to assist you with the initial setup.

How does cash flow forecasting on FreeAgent work?

While FreeAgent has it’s own cash flow functionality, for full visibility and control over your future cash flow you should connect FA with Float app.

Float is intuitive to use, but if you’d like a little extra guidance in setting up your cash flow statement, you can reach out to our friendly support team who are on hand to help.

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How will Float help you?

Understand your future cash position

Stop spending hours in complicated spreadsheets

Model different potential scenarios to plan for the future

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Get clear visibility of the future

Float’s visual interface makes your data easier to understand, whether you have a financial background or not. Easily see what your future cash position looks like, and whether you need to make changes to avoid a dip in cash.

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Understand your budget vs. actuals

Track your incoming and outgoing transactions, bills and invoices and see how they compare to your predictions, either overall or by accounting category. This means you can make informed decisions about spending and income real-time, rather than after month-end.

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Connect your Xero data to Float

If you’re forecasting in spreadsheets right now, you’ll free up hours or even days every week thanks to the daily import of data from Xero. Float’s connection to Xero is one-way and read-only, so Float cannot and will not ever change anything in your Xero account.

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Scenario plan to understand your future cash

Easily create scenarios to model different hypothetical cash outcomes to see how they compare to your base forecast. Thinking of making a hire, or want to see if you can afford to lose that client? Find out if your plans are feasible with a few simple clicks.

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Connect your Xero data to Import invoices and bills

Float automatically imports all bills and invoices from Xero to ‘fill up’ and compare to your predictions. Easily see all unpaid invoices and bills, and update when you think they’ll realistically get paid, keeping your forecast as accurate as possible.

Financial Leaders love Float

"Float has revolutionized our ability to manage cashflow. Really easy to set up, intuitive and a massive help in giving us confidence in our planning."

Christopher Salmon

Chief Executive, clearBorder

"As a small business, we find the Float app invaluable for managing cashflow and keeping control of our expenditure. Analytics that would previously have taken hours of tedious spreadsheet-work are now available instantaneously, letting us focus more time on our clients.”

Gavin Sallery

New Flexibility Technologies

Run Your First Visual Forecast in Minutes

Ready for answers to your crucial cash flow forecasting questions?

Connect to Float

It takes just three minutes to connect your accounting platform to Float and see your first visual forecast.

Run a visual forecast

It’s easy to create scenarios, plan projects and answer questions about your business and its financial future.

Reach out for support

Float’s easy to use. But our friendly support team’s only a click away if you need personalised support.

Start 14-day Free Trial

See Demo

Easy and visual cash flow forecasting for FreeAgent

FreeAgent’s most popular cash flow forecasting tool

Thousands of FreeAgent customers use Float to give them insight into their business cash flow. Join them and:

See the future of your cash flow

Plan for your ideal future

Understand your budget vs. actuals

Forecast your cash with accuracy

Easily see when to chase, pay, or delay

Float makes FreeAgent budgeting and forecasting easy.

FAQs

How will Float help you?

Get clear visibility of the future

Understand your budget vs. actuals

Connect your Xero data to Float

Scenario plan to understand your future cash

Connect your Xero data to Import invoices and bills

Financial Leaders love Float

"Float has revolutionized our ability to manage cashflow. Really easy to set up, intuitive and a massive help in giving us confidence in our planning."

"As a small business, we find the Float app invaluable for managing cashflow and keeping control of our expenditure. Analytics that would previously have taken hours of tedious spreadsheet-work are now available instantaneously, letting us focus more time on our clients.”

Ready for answers to your crucial cash flow forecasting questions?