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Cash flow forecasting & scenario planning for advisors

Insightful cash flow forecasting and scenario planning that gives you and your clients an actionable, easy-to-understand picture of their business’s future.

Try Float for free

“Float maps out everything for our clients so it's like ‘holy sh*t! You’re trying to do something and here’s the plan!' It's incredible!”

Andrew Van De Beek, illumin8

How Float can help your practice

Guesswork is for detective novels and crime dramas. Help your clients avoid the mystery by giving them accurate, real-time forecasts and information that makes their cash position less cryptic and more straightforward. Use Float’s accounting forecasting software for accountants and bookkeepers to will free up your time and give your clients peace of mind.

You’ll be able to give them insight that helps their businesses thrive while becoming a more valued advisor. Magnifying glass and trench coat not included.

Be proactive and build better relationships with your clients

Businesses are increasingly looking to their accountants for advice. Capitalise on that opportunity by giving them an accurate, real-time view of their cash position so they can better understand their business.

Use Float to encourage more proactive conversations, develop trusting relationships with your clients, and keep them coming back for more.

Save time (and make more profit)

Creating cash flow forecasts and building reliable ‘what if’ scenarios for your clients is a time-consuming thing to do manually.

Skip the manual part. Use Float to save hours on every forecast and offer forecasting as a more affordable service to your clients. They get a clear, accurate view of their business, and you get to offer a new service (and make money doing it).

Stand out from the crowd

According to Xero, 52% of accounting firms want to offer advisory services, but only 11% do. And practices that provide advisory services using apps like Float grow revenue 60% faster than those who don’t. Now that’s a stat that’s hard to ignore.

Float helps you set your firm apart from the competition by offering meaningful, accessible cash flow insight.

Offer insightful reports

An important part of any client-accountant relationship is giving them valuable insights and reports.

Float provides PDF or CSV reports covering:

  • Future cash flow graphs and tables
  • Budget vs Actuals
  • Scenario comparison
  • Over or under-spending

Give your clients more control and value

Float is so insightful and easy to use that your clients don’t need to be a financial whiz to get value from it.

Clients will be more engaged in their business’s numbers if they understand them, and they’ll feel more in control and able to make decisions about the future of their business.

Serve your clients better and give them cash flow they will love

Try Float for free now

1

Client

$95NZD

per client, per month

2-4

Clients

$64NZD

per client, per month

All partner plans come with:

  • Free licence for your firm
  • Discounted pricing for clients
  • 30 day free trial after first client is added

10

Licences

$310NZD

per month

$31 per licence

20

Licences

$499NZD

per month

$24.95 per licence

50

Licences

$699NZD

per month

$13.80 per licence

Unlimited Licences

$POANZD

per month

Get Float certified

Become a Float partner to access our free certification! Become a Float partner and get certified!

How Medstars Planned to Use Their Investment with Float

Find out how Dr. Barry Lambert used Float to do so much more than just check the vitals of his successful health consultancy business, Medstars. Read more

"Float is the best advisory tool on the market. Cash flow is the number one concern of all my SME clients and they just love Float! I wouldn't hesitate in recommending this tool to any accountant seriously wanting to enter the advisory space."

Angus Ogilvie

Generate Accounting

"Looking at Float with our clients is a huge additional benefit to using our advisory services - it gives them a better understanding and helps to frame our conversations."

Andrew Van De Beek

illumin8

"Float rocked my world! I’m just so less likely to hit something and have no idea where it came from!"

Shelly Davies

Shelly Davies

Accounting Excellence Awards

Best Forecasting, Planning & Analysis Tool – 2017 & 2019

Cash Flow Forecasting Software

ICB Luca Awards 2018

Best FinTech Product or Service

UK Cloud Awards 2019

Xero Emerging Add On of the Year

Xerocon 2014