Float Cash Flow vs. PlanGuru

Float is great for a startup/small (< 20 employee companies) that have limited resources for keeping an eye on cash flow. Yes, you could hire a contractor CFO, but it would simply be less expensive to use Float and educate yourself a bit about cash flow. For larger companies I feel like you would have a dedicated financial controller or CFO that may already have tools they are familiar with, but this service might also still be useful.

Incentivized

I suggest becoming fully familiar with the program before first time use as it can become costly and a charge off to a client would not be practical.

Incentivized

• Cash flow management.
• Forecasting out how much you can spend.
• Quickbooks integration.

Incentivized

• Allows for several different scenarios for the same company
• Modification in specifications alterable
• Allows for changes at any level with several criteria.

Incentivized

• Quickbooks integration could be improved to automatically include recurring transactions.
• Pricing is a little steep for smaller businesses.

Incentivized

• Can be a bit complicated for new users.

Incentivized

It hasn't really been a viable program for our office.

Incentivized

Great tool for projections and forecasting.

Incentivized

We contacted PlanGuru for a low-cost module initially for use on a particular client. It has been used several times since by my department for projections. It's fairly adaptable with our QuickBooks business clients.

Incentivized

• We've had a positive ROI since we're able to take bigger risks now that we understand how much cash will be in our account on what day.
• We are able to make adjustments to our contractors and services to grow our business faster.

Incentivized

• There hasn't really been much use of this product for some time.

Incentivized