Float Packages
Guide your agency
to calmer waters
Find the right package for your agency – with navigation tools that suit your business goals.
How many active projects do you need?
Your first active project is free!
*Any project that’s in-progress with real invoices or bills
paid annually
* Pricing excludes VAT
2 scenarios
Add and explore the impact of two business scenarios.
6-month forecasts
Run visual forecasts to discover your short-term financial position.
Support
Get email and chat support.
3 users
5 additional scenarios
paid annually
* Pricing excludes VAT
4 scenarios
Add and explore the impact of four business scenarios.
18-month forecasts
Run visual forecasts to discover your mid-term financial position.
Support
Get email and chat support.
Accounting setup
Get your Float account setup by our in-house accountant.
10 users
10 additional scenarios
paid annually
* Pricing excludes VAT
8 scenarios
Add and explore the impact of eight business scenarios.
36-month forecasts
Run visual forecasts to discover your long-term financial position.
Priority support
Get email and chat support replies within two UK business hours
Accounting setup
Get your Float account setup by our in-house accountant.
100 users
100 additional scenarios
paid annually
Most Popular
paid annually
paid annually
* Pricing excludes VAT
* Pricing excludes VAT
* Pricing excludes VAT
Included:
2 scenarios
Add and explore the impact of two business scenarios.
6-month forecasts
Run visual forecasts to discover your short-term financial position.
Support
Get email and chat support.
3 users
5 additional scenarios
Included:
4 scenarios
Add and explore the impact of four business scenarios.
18-month forecasts
Run visual forecasts to discover your mid-term financial position.
Support
Get email and chat support.
Accounting setup
Get your Float account setup by our in-house accountant.
10 users
10 additional scenarios
Included:
8 scenarios
Add and explore the impact of eight business scenarios.
36-month forecasts
Run visual forecasts to discover your long-term financial position.
Priority support
Get email and chat support replies within two UK business hours
Accounting setup
Get your Float account setup by our in-house accountant.
100 users
100 additional scenarios
Agencies sail safely with Float
Explore each Float package
Project visual forecasts
Proposed projects
Predict your agency’s pipeline.
Track and predict cash across your project pipeline.
Active projects
Track each active project.
*Based on real financial transactions.
Completed projects
Calculate your total project revenue.
*Based on finalised financial transactions.
Company visual forecasts
Set and achieve goals for your agency’s cash reserves.
Future cash forecasts
Predict your agency’s future cash reserves – and ‘death date’.
6
months
18
months
36
months
Future cash forecasts
Predict your agency’s future cash reserves – and ‘death date’.
36
months
36
months
36
months
Historical data
Track and explore your previous projects and cash activity.
3
months
6
months
6
months
Historical data
Track and explore your previous projects and cash activity.
6
months
6
months
6
months
Daily cash forecasts
Get granular forecasts for your day-to-day cash position.
Plan Scenarios
Plan and prepare for future business scenarios. eg. Team hires, new equipment, investment, growth – and more.
Alternative cash flow scenarios
Get granular forecasts for your day-to-day cash position.
2
scenarios
4
scenarios
8
scenarios
Alternative cash flow scenarios
Get granular forecasts for your day-to-day cash position.
5
scenarios
10
scenarios
100
scenarios
Scenario evaluation
Compare a scenario to your business reality and establish any deviation.
Scenario export
Export any scenario in CSV or PDF format.
Collaborate
Forecast and plan your agency’s growth together.
Additional users
Includes tools to manage access to sensitive company data.
Additional users
Includes tools to manage access to sensitive company data.
3
users
10
users
100
users
Support
Forecast and plan your agency’s growth together.
Email support
Solve any technical issues with email support.
Spreadsheet migration
Import your spreadsheet data with professional help.
Accountant setup
Get your Float account setup by our in-house accountant.
Video support
Enjoy enhanced support with one-to-one video calls.
Priority support
Upgrade to support replies within two UK business hours.
Integrations
Connect your accounting software and get real-time data in Float.
Xero
Quickbooks
Freeagent
Explore each
Float package
Project visual forecasts
Track and predict cash across your project pipeline.
🐣
🌱
🚀
| Proposed projects Predict your agency’s pipeline. | | | |
| Active projects Track each active project. *Based on real financial transactions. | Selected Above | Selected Above | Selected Above |
| Completed projects Calculate your total project revenue. *Based on finalised financial transactions | | | |
| Proposed projects Predict your agency’s pipeline. | | | |
| Active projects Track each active project. *Based on real financial transactions. | | | |
| Completed projects Calculate your total project revenue. *Based on finalised financial transactions | | | |
Company visual forecasts
Set and achieve goals for your agency’s cash reserves.
| Future cash forecasts Predict your agency’s future cash reserves – and ‘death date’. | 36 Months | 36 Months | 36 Months |
| Historical data Track and explore your previous projects and cash activity. | 6 Months | 6 Months | 6 Months |
| Daily cash forecasts Get granular forecasts for your day-to-day cash position. | | | |
| Future cash forecasts Predict your agency’s future cash reserves – and ‘death date’. | 6 Months | 18 Months | 36 Months |
| Historical data Track and explore your previous projects and cash activity. | 3 Months | 6 Months | 6 Months |
| Daily cash forecasts Get granular forecasts for your day-to-day cash position. | | | |
Plan scenarios
Plan and prepare for future business scenarios. eg. Team hires, new equipment, investment, growth – and more.
| Alternative cash flow scenarios Add, combine and compare the business impact of each scenario. | 5 scenarios | 10 scenarios | 100 scenarios |
| Scenario evaluation Compare a scenario to your business reality and establish any deviation. | | | |
| Scenario export Export any scenario in CSV or PDF format. | | | |
| Alternative cash flow scenarios Add, combine and compare the business impact of each scenario. | 2 scenarios | 4 scenarios | 8 scenarios |
| Scenario evaluation Compare a scenario to your business reality and establish any deviation. | | | |
| Scenario export Export any scenario in CSV or PDF format. | | | |
Collaborate
Forecast and plan your agency’s growth together.
| Additional users Includes tools to manage access to sensitive company data. | 3 users | 10 users | 100 users |
| Additional users Includes tools to manage access to sensitive company data. | | | |
Support
Solve any issues with a support service that suits your agency.
| Email support Solve any technical issues with email support. | | | |
| Spreadsheet migration Import your spreadsheet data with professional help. | | | |
| Accountant setup Get your Float account setup by our in-house accountant. | | | |
| Video support Enjoy enhanced support with one-to-one video calls. | | | |
| Priority support Upgrade to support replies within two UK business hours. | |
Integrations
Connect your accounting software and get real-time data in Float.
| Xero | | | |
| Quickbooks | | | |
| FreeAgent | | | |
Frequently Asked Questions
We don’t ask for a credit card up front, and you can add your card at any point during the trial period if you want to subscribe. If you finish your trial and log back in, you still be able to add your details and subscribe. Payment will be taken at the end of your free trial regardless of when you subscribe.
Active projects are ones where you track raised invoices, bills and bank transactions.
Select the number that have active billing, invoicing, and bank transactions. If a project’s money hasn’t started flowing yet, we don’t consider it active and it won’t be added to your subscription.
We think so. We have set up calls available with Float Accountants and experts, and can help you migrate your cash flow spreadsheet to Float. If, for whatever reason, you need more time, get in touch and we’ll see what we can do.
We have qualified accountants who can help you get set up. Whilst we won’t be able to advise you about your business (speak to your accountant!), we’ve helped countless agency owners set up Float in a way that transforms their decision making (so they can sleep better at night).
We don’t ask for a credit card up front, and you can add your card at any point during the trial period if you want to subscribe. If you finish your trial and log back in, you still be able to add your details and subscribe. Payment will be taken at the end of your free trial regardless of when you subscribe.
We think so. We have set up calls available with Float Accountants and experts, and can help you migrate your cash flow spreadsheet to Float. If, for whatever reason, you need more time, get in touch and we’ll see what we can do.
We have qualified accountants who can help you get set up. Whilst we won’t be able to advise you about your business (speak to your accountant!), we’ve helped countless agency owners set up Float in a way that transforms their decision making (so they can sleep better at night).
GET STARTED
Try Float for free – and take command of your agency
Get a 14-day trial.
No credit card required.