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Read the latest cash flow forecasting tips, business case studies, product updates, and accounting blogs.
Product Update: Move Your Budgets From Scenario To Forecast
At Float we’re obsessed with making your life easier. So when some of our customers mentioned a small tweak to budgets that could make a big difference to their cash flow forecasting, we sprang into action. Scenario planning has always been a favourite feature of Float users. It’s great for examining the ‘what-ifs’ around important […]
How To Make Operating Cash Flow Decisions On Fact, Not Fear
Your five year plan went up in the air when we went into lockdown; there’s a ‘new normal’ in town and we’re having to embrace it in everything we do. Whether it’s providing food for our families, adjusting to working from home (or keeping ourselves safe if we can’t), and video calls with unexpected Zoom […]
Why You Need A Long-Term Cash Flow Forecasting Habit
What do puppies and Float have in common? Neither are ‘just for Christmas’. And while Float can’t offer you an adorable waggy tail every time you enter the room (yet…), we can offer peace of mind that your future cash flow is under control. Recently, businesses have been scrambling to get cash flow forecasting in […]
Now You Can Duplicate Your Existing Cash Flow Scenarios
In this ever-changing world in which we’re living (thanks, Mr McCartney) scenario planning has never been more important. So in response to customer feedback, we’re delighted to let you know you can now use an existing cash flow scenario as the basis for a new scenario at the click of a button. Picture the scene: […]
Win a Digital Firm Assistance Package!
We’ve always done our best to have the backs of our customers and partners. And now is no different. We want to help as many people as we can, with what we have. That’s why we’ve teamed up with Future Firm, Xero, Karbon, Mindbride.ai, Practice Ignition, Plooto, and Ron Baker (The Soul Enterprise). The Digital […]
How the Coronavirus Business Interruption Loan Scheme works
The impact of COVID-19 has sent shockwaves through the economy, with thousands of businesses desperately needing help to deal with the lasting financial impact on their business. The British government has responded by committing to a significant funding package to support UK businesses. One of these is the Coronavirus Business Interruption Loan Scheme (CBILS), which […]
Your 6 Step Guide To Covid-19 Cash Flow Forecasting with Float
Now more than ever, cash flow forecasting is at the forefront of most finance conversations. Understanding how much cash you might have in the future is paramount to informed decision-making, especially amidst this global pandemic. We want to keep businesses in business. As a small business ourselves, we’re in a position of uncertainty as to […]
How to Combat Coronavirus Cash Flow Concerns
As the world grapples with the unprecedented spread of Coronavirus (COVID-19), small businesses are beginning to see strains on their cash flow from cancelled flights, cancelled events, social distancing and consumer panic. As of the date of publishing (19th of March), countries have taken the following actions, all of which (however necessary) have negatively impacted […]
Float Offer for Businesses Affected by COVID-19
A crucial element of running a business is thinking about and planning for the ‘What Ifs’ that inevitably arise. This could not be more relevant given the impact that the Coronavirus/Covid-19 outbreak is already having and will have on the global economy. As well as the traumatic human impact of worry, illness and even death, […]
Budgets Can Now Increase or Decrease by Percentage 🥳
We’re excited to announce a new feature hot off the presses! You can now create percentage increases and decreases on your budgets in Float, as well as fixed value increases and decreases (eg. + or – $500 a month). This is something that has been requested quite frequently by our users, and we’re confident that […]
How to Give Clients More Control Over Their Business
For so long, cash flow management and forecasting has been something that is considered the remit of accountants and bookkeepers. But with the advent of Cloud-based tools, it’s become easier than ever to get to grips with forecasting your cash – even without an accounting degree. Confidence in finances Historically, the only way to build […]
How to Streamline Your Advisory Services with Simple Cash Flow
Recently, technology has come along leaps and bounds – especially in the accounting industry. With simplified solutions to previously time-intensive and complicated tasks, technology is paving the way for a new kind of relationship with your clients. From holding more in-depth conversations to working together to come up with better solutions, technology is allowing accountants […]
Christmas, Actually
This festive period, we decided to do something a little different. We wanted something fitting, and fun, to share with our partners, customers, and friends. Maybe we won’t win any Oscars, maybe we got a few funny looks, but we made this little video for you, with love, actually. From all of us here […]
Xerocon Panel: How Receipt Bank and Float Work Together
This year at Xerocon London, our very own CMO, Nick Cole sat down with Graeme Tennick of GT Accountancy and Nick Dent of Receipt Bank to host a panel (live!) on the Float stand all about using technology to add value to your firm and your clients! Graeme has been a long-term partner of Float […]
Say Hello to Improved Budgeting!
Ever had a payment delayed? Or a project that starts a month later than originally planned? In Float, this often means updating your budgets to reflect this new reality. For a lot of people using Float, this was making the task of keeping their forecast up to date a time-consuming process. Updates made easy We’ve […]
Float are a Founding App Partner of App Advisory Plus
Float recently joined forces with App Advisory Plus and became a Founding App Partner of the platform! We could not be more thrilled to be part of such an exciting platform that aims to help accountants and bookkeepers to support their clients to run better, more efficient, and profitable businesses! Why App Advisory Plus? […]
Webinar: Speaking your Clients’ Language!
The market is inundated with new apps being launched every single day. Apps to make your life as an accountant or bookkeeper easier. Apps to streamline your workflow, or your clients’. Apps that will walk your dog and… well, maybe not just yet. But with over 700 apps on the Xero Marketplace alone, it can […]
The New Way to Log into Float with Xero’s Single Sign-On
We’re thrilled to be able to offer our new and existing users the ability to sign into Float using Xero’s single sign-on feature! Announced at Xerocon Brisbane 2019 by GM of the Xero Ecosystem, Nick Houldsworth, this new streamlined way to connect your Xero account to Float will save you time whilst keeping still keeping […]
Xero’s New Cash Flow Pilot
On the first day of Xerocon Brisbane, Chief Product & Partner Officer and all-round Xero rockstar, Anna Curzon, announced the arrival of Xero’s Cash Flow Pilot! This short-term cash flow pilot, to be released in early 2020, will provide Xero users with a 30-day view of the operational health of their business. Here’s what Anna […]
How to Add A New Revenue Stream to Your Accounting Firm with Float
One of the most common reasons that business owners switch accounting firms is to seek more proactive financial advice. Float is an app that enables you to provide that proactive advice. But how exactly does it help you add a new revenue stream to your accounting firm? Business owners want to do more business Xero found […]