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Easy and visual cash flow forecasting for FreeAgent
Get a clear, visual understanding of what’s happening with your cash based on real-time information from FreeAgentTry Float for free
FreeAgent’s most popular cash flow forecasting tool
Float seamlessly integrates with FreeAgent to give you a powerful, easy-to-use tool that provides an accurate view of your current and future bank balance. Automatically syncing with FreeAgent, Float keeps your forecast up-to-date with a live, rolling picture of your cash that never goes out of date; allowing you to worry less, and plan for more. Building a FreeAgent cash flow forecast has never been easier.
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
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.
It makes tracking your budget vs actuals something you actually want to do.
Easily see when to chase, pay, or delay
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.
Plan for your ideal future
Make informed and confident decisions on the direction of your business based on the cash you’ll have in the bank.
- Can you afford to reinvest? If so, how much?
- What happens if sales dip?
- Can you take on a new employee?
- Can you take cash out of the business?
You’ve got questions and Float has answers. Easily build these scenarios in Float to give your business the time you need to prepare, plan, or change direction.
How does it work with FreeAgent?
Setup is so easy, you’ll wonder why you hadn’t done it before.
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.
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.
"Fantastic for forecasting cash flow and its integration with Freeagent makes the experience seamless."
"Float has given us the confidence to make decisions. We’re no longer afraid of thinking strategically or investing in the growth of Primate."
Primate (Digital Agency)