Cash flow forecasting & scenario planning for advisors

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.