We'll book a face-to-face video call with you and your team to make sure you're getting value from Float right from day one. During the call, we'll guide you through onboarding, answer any questions, and make sure you feel confident using Float as part of your day-to-day business.

Float integrates with Xero and QuickBooks Online. And we are building a direct Sage Intacct connection – join the waitlist to be the first to know when it's ready.  Don't see your integration here? Contact us and tell us which accounting software you use and we'll let you know the moment Float supports it.

Revenue is taken from the accounting platform at the point a company is connected to Float. The revenue figure used is taken from the most recent full financial year report.

There are three roles: Admin (full edit access plus can add/edit/remove users), Editor (full edit access but can't manage users), and Viewer (read-only).

Per the Terms of Service: subscriptions are licensed monthly or yearly per Float Account, billed in GBP, USD, AUD, EUR (or other available currencies) plus taxes, on a valid card. Plans can have a base price plus usage-based amounts (e.g. active projects, scenarios, users). Subscriptions auto-renew at then-current rates unless cancelled. Annual plans aren't refundable after 30 days; within 30 days a prorated refund can be requested. Exact current prices aren't in the help centre.

Select "Connect a company," authorise the connection to your accounting platform, and choose which company to import. Each company is connected separately, so you can add them one at a time as your structure grows.

Adding a company may affect your billing. See pricing for more details.

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Yes. You can connect multiple companies to one Float dashboard, and the Consolidation feature lets you see an overall cash position across selected companies or the whole group (with currency conversion if companies use different currencies).

The standard trial is 14 days, no credit card required. Cancel any time. Most people find this more than enough time, but if, for any reason, you need more time, please do get in touch with support and we can look to extend your trial.

We've also got a range of support to help you get the most out of your trial. Our help articles are there to guide you through setup step by step, so you can move at your own pace. And if you're on one of our higher plans, you'll also get a setup call with a cash flow expert, giving you a bit of extra hand-holding to make sure you're getting the most value from the product

You can easily switch via your billing page. Upgrades take effect immediately, while downgrades take effect at the end of the billing cycle.

Yes, we have a 14-day trial period, during which time we’d like to help you get up to speed with Float and set your account setup.

We are happy to invoice you annually, which you can pay via bank transfer or international payment.

Most customer choose to pay monthly via Debit or Credit Card payment via Stripe.

Most users connect their accounting platform and have a working forecast in under 5 minutes. For multi-entity setups, each additional entity follows the same connection process, so you can be up and running across your full structure in a single session.

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Float uses role-based permissions so you control who can view, edit, or manage your forecast. There are three roles: Admin, Editor, and Viewer.

Two-factor authentication is mandatory for Xero users and strongly recommended for all customers. Single sign-on through your accounting platform is available for the initial user.

Currently, Float integrates with Xero and QuickBooks Online.

If you're not on one of those platforms, contact us and we'll let you know what's on the roadmap.

Yes. Float offers a 13-week rolling forecast for short-term cash management, and a monthly forecast that extends up to three years.

The 13-week view is built for day-to-day decisions. The monthly view is built to support board conversations, annual budgets, and planning beyond the immediate horizon.

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