TrustRadius: an HG Insights company
Float Cash Flow Logo

Float Cash Flow Reviews and Ratings

Rating: 9 out of 10
Score
9 out of 10

Community insights

TrustRadius Insights for Float Cash Flow are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Cash Flow Management: Users have found the cash flow management feature to be particularly helpful, allowing them to forecast their spending and plan their finances effectively. Many reviewers appreciate the comprehensive tools for cash flow forecasting, enabling them to project future income and expenses accurately and gain a better understanding of their financial situation. The software's robust and user-friendly cash flow management tools have received praise from users, as they can easily track their income and expenses, making informed financial decisions.

Integration with Quickbooks: The seamless integration with Quickbooks has been highly praised by users. They appreciate the convenience of having a direct connection between the two platforms, eliminating the need for manual data entry and streamlining the process of managing finances. Reviewers regard the integration with Quickbooks as a standout feature that enhances overall efficiency. It is seen as a time-saving solution that ensures reliable data syncing without any issues. Users find the integration with Quickbooks to be seamless and reliable, providing added convenience in managing their financial data effortlessly.

Comprehensive Cash Flow Forecasting Tools: The software's comprehensive cash flow forecasting tools have been well-received by reviewers. Users value its ability to provide valuable insights into their future financial position, enabling more accurate predictions and better budget planning. Many users appreciate the efficiency of the software in analyzing financial data in detail. Its robust tools allow for informed decision-making when it comes to managing business finances. Reviewers find that the software's forecasting feature provides valuable insights into future income and expenses, giving them a better understanding of their overall financial health.

Reviews

1 Review

Float allows us to accelerate growth by forecasting our cash flow

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

Float is being used by myself and my Director of Operations. We both use the service to forecast out our cash flow. Depending on the numbers we see we allocate more to each department across the organization to spend more in order to grow faster. This is a crucial service for us as we are trying to maximize our growth by spending as much as possible.

Pros

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

Cons

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

Likelihood to Recommend

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.

Vetted Review
Float Cash Flow
1 year of experience