Float is the app that turns Xero from being a powerful financial recording tool into a dynamic business satnav!
Andrew Kidd, Certainty Management
Bring your accounting data to life.
Get the big picture and view exactly what your cashflow will look like in several months or even longer. Green bars are cash in and red bars are cash out, while the blue line represents your bank balance.
These indicate how close you are to meeting your sales goals and how much budget you have left for each month. Use them to compare your cashflow across time and to help you stay on track for the long haul.
Take a magnifying glass to your cashflow. See on a daily level what bills, invoices and budgets are scheduled and how they interact to form your forecast. Each small dot represents a day and its available funds.
Here you can test what works best for your business by using 'what if analyses'. Simply change expected dates on critical bills or invoices to see how they affect your cashflow, that way you can stay out of the red.
Drill down to find out when and where your cash is going.
Create a plan for how you intend to spend your cash.
Powerful visuals to present your cashflow
Know your cashflow trajectory by experimenting with scenarios
Test how an increase in sales would affect your forecast
Plan for the costs that hit when you least expect it
Prepare for seasonal fluctuations so you know what to expect
My favourite thing about Float is that I can model different scenarios: I can look at the impact of how various spending decisions, or potential new business will play out in the medium term.
Sophie Davies-Patrick, Clearleft
Connect your accounting software