Easy and visual cash flow forecasting for FreeAgent
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syncing with FreeAgent, Float keeps your forecast up-to-date with a live, rolling picture of your cash that never goes out of date; allowing you to worry less, and plan for more.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
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.
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 Excecutive, clearBorder
Plan for your ideal future
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 makes FreeAgent budgeting and forecasting easy.
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
Frequently Asked Questions
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.
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.
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.
Try Float for free – and navigate your agency with confidence
Get a 14-day trial.
No credit card required.