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Cash flow forecasting software for Xero

Easily build your Xero cash flow forecast and get a clear, visual understanding of your cash and make confident decisions for your business.

Try Float for free

Try Xero for free

Xero’s most popular operational cash flow forecasting software

Float seamlessly integrates with Xero to give you a powerful, easy-to-use tool that provides an accurate view of your future bank balance. Build your Xero cash flow forecast in minutes, and never look back.

Float cash flow for Xero automatically syncs with Xero to keep your forecast up-to-date with a live, rolling picture of your cash. Which means you can spend more time planning for the future and less time worrying about your finances.

Join the thousands of Xero users already on Float and:

  • Understand and have confidence in your future bank balance
  • Model various scenarios to gain insight into your short and long-term cash flow
  • Track the performance of budgets vs actuals to understand how your business is operating
  • Have control over budget setting and managing expected payment dates on invoices & bills
  • Track each transaction back to its bill or invoice to get a granular view of incomings and outgoings.

Have full visibility of your cash future

Float seamlessly imports your Xero data every 24 hours, showing you exactly how much cash has moved in and out of your business, how much is due to move, and how much forecasted ‘budget’ remains. This helps you keep your weekly or monthly cash flow forecast on track.

Float makes tracking your budget vs actuals something you’ll actually want to do.

Know when to chase, when to pay, and when to delay

Immediately see if you’re headed for the red with Float’s visual cash flow graph. Get instant visibility into what bills or invoices are due and what impact they’ll have on your current and future bank balance.

You can update expected payment dates on bills and invoices; deciding which debtors to chase and which bills to postpone in order to stay in the black. As a Xero integrated app, Float is perfect for running a small business.

Easily plan for your ideal future

Make informed decisions on the future of your business based on the cash you’ll actually have in the bank.

  • How much can you afford to reinvest?
  • What happens if sales dip?
  • Can you afford to hire a new employee?
  • Can you take cash out of the business?

You’ve got questions and Float has answers. Model these scenarios to give your company time to prepare, plan, or change direction.

Float makes Xero budgeting and forecasting easy.

Start your free trial


Setup is simple. Connect Float to Xero, set your budgets, and let Float do the heavy lifting to keep it up to date with your bills, invoices, and actuals. Float reads the expected payment dates on your bills and invoices, using those dates to project when cash will move in and out of your business. Once that money moves and you’ve reconciled your transactions in Xero, your cash flow forecast is updated with actuals. Remember, our support team are always on hand to help you understand how to do a cash flow budget.

Float automatically imports your Xero data every 24 hours, updating forecasts with payments that are due and ones you’ve paid. You can also trigger the import automatically if you know that Xero has just been updated, or if you just feel like it.

Xero has a basic cash flow forecasting tool, but if you want to create a forecast that’s going to empower you to make business decisions, you need to go with a tool like Float to get a more detailed picture. From scenario planning to exportable insights, Float gives you a real-time, granular view of your cash position and future.

If you’re new to Xero, our article on How To Use Xero will help you get started using the software. Remember, our friendly support team is always on hand to help out too.

There are so many Xero add ons and apps it can be hard to work out which ones to use. Luckily, we’ve done the hard work for you – read our article on the best Xero add ons for your business and discover the latest Xero connected apps.

You can prepare a Xero cash flow statement, however Float can offer you a far more detailed view of how the money flows in and out of your account.

Float is intuitive to use, but if you’d like a little extra guidance in setting up your cash flow statement, sign up to one of our training webinars and we’ll help you get started.