Data processing
Privacy and Cookie Policy
Terms and Conditions

Privacy and Cookie Policy


Last Updated: 16 July 2026

Float respects your privacy and is committed to protecting your personal data. This policy explains how we look after your personal data, sets out your privacy rights, and tells you how the law protects you when:

you visit our website at floatapp.com (the Site);

  1. you access our platform through the Site (the Platform); and
  2. we provide our cash flow forecasting services through the Platform (the Services).

It applies to two groups:

  1. Users, being anyone accessing the Site or Platform; and
  2. Customers,  being any individual, business or organisation using the Services, including their employees, agents and contractors.

The Site and Platform are not intended for children, and we do not knowingly collect personal data relating to children. 

We may update this policy from time to time to reflect changes to our business, the Service or applicable law. The latest version will always be on our Site. Where changes are significant, we will let you know by email or through the Service.

Who We Are

Float is provided by The Float Yard Ltd, a company registered in Scotland under company number SC386627 and with its registered office at 5 South Charlotte Street, Edinburgh EH2 4AN (Float, we, us or our). Float is cloud-based cash flow forecasting software that connects with the accounting platforms Xero, QuickBooks Online and FreeAgent. We are registered with the Information Commissioner's Office (ICO) under registration number Z2903532.

We comply with the Data Protection Act 2018, the UK General Data Protection Regulation (UK GDPR) and, where applicable, the EU General Data Protection Regulation (EU GDPR) (together, the Data Protection Legislation).

When we are a controller, and when we are a processor

It matters which role we are playing in relation to your data, because it determines which document governs:

  • As a controller, we process personal data about you and your relationship with us, including your account and registration details, billing, customer support queries, the marketing you receive, and how you use the Service. This policy explains how we handle that data.
  • As a processor, we process the accounting and financial data you connect or import from Xero, QuickBooks Online or FreeAgent. That data may include personal data about your own employees, contractors, suppliers and clients. In relation to that personal data, you remain the controller and we process it only on your documented instructions for the purpose of providing the Service. That processing is governed by our Data Processing Agreement, not by this policy.

In short: this policy covers the personal data we hold about you. The Data Processing Agreement covers the personal data you bring into Float about other people.

Our Data Protection Officer (DPO)

Our DPO is responsible for overseeing questions about this policy, and you can contact them by email at dpo@floatapp.com.

Complaints

You can complain to the Information Commissioner's Office (ICO), the UK's supervisory authority, at any time (ico.org.uk). We would, however, appreciate the opportunity to address your concerns before you contact the ICO, so please do contact us first.

Accounting data: the financial and accounting data you sync from Xero, QuickBooks Online or FreeAgent is handled under our Data Processing Agreement, where you are the controller and we are your processor - see Section 1 above.

Purpose
Data Used
Lawful basis
Register and manage your account
Identity, Contact
Performance of a contract
Provide and operate the Service
Identity, Contact, Transaction, Technical, Profile
Performance of a contract; legitimate interests (operating, maintaining and securing the Service)
Take payment and recover sums owed
Cloud hosting and Identity, Contact, Financial, Transaction
Performance of a contract; legitimate interests (recovering debts due to us); legal obligation
Provide customer support
Identity, Contact, Profile, Usage
Performance of a contract; legitimate interests
Keep you informed (service messages, changes to the Services, this policy, our Data Processing Agreement or our Terms and Conditions)
Identity, Contact
Performance of a contract; legal obligation
Improve and develop the Service
Technical, Usage, Profile
Legitimate interests (understanding, monitoring and improving how the Service is used)
Send relevant updates and offers
Identity, Contact, Profile, Usage, Marketing and Communications
Legitimate interests; consent where required
To manage recruitment activities and assess candidates for employment or contractor roles
Identity, Contact, Recruitment
Legitimate interests (assessing suitability for current and future roles and manage recruitment processes); contract (taking steps at your request prior to entering into an employment or contractor agreement); legal obligation (complying with employment, immigration and equality laws where applicable)

Where we process your personal data on more than one lawful basis, you may contact us if you would like further information about the lawful basis or bases we rely on in any particular circumstance.

Marketing

We may use your Identity, Contact, Profile and Usage Data to send you marketing about Services and offers we think will be relevant. You'll receive these only where you've asked for information, subscribed, or otherwise not opted out, and you can opt out at any time in one click. Every marketing email includes an unsubscribe link in its footer, and you can also update your marketing preferences from within your account or by emailing us at dpo@floatapp.com. Opting out of marketing won't stop service-related messages (for example, about billing or changes to the Service).

Change of purpose

We'll only use your personal data for the purposes we collected it for, unless we reasonably consider we need to use it for a compatible purpose. If we need to use it for an unrelated purpose, we'll notify you and explain the legal basis.

Introduction
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Who We Are and Our Role
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1. The Personal Data We Collect
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2. How We Collect Your Personal Data
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3. How We Use Your Personal Data
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4. Cookies and Similar Technologies
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5. Who We Share Your Personal Data With
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6. International Transfers
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7. Data Security
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8. Data Retention
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9. Your Legal Rights
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10. Third Party Links
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11. Contact
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