Float Reviews

3 Ratings
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Score 8.0 out of 100

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Reviews (1-1 of 1)

Anonymous | TrustRadius Reviewer
January 08, 2019

Float allows us to accelerate growth by forecasting our cash flow

Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Cash flow management.
  • Forecasting out how much you can spend.
  • Quickbooks integration.
  • Quickbooks integration could be improved to automatically include recurring transactions.
  • Pricing is a little steep for smaller businesses.
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.
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Float Scorecard Summary

Feature Scorecard Summary

Standard reports (1)
Accounts payable (1)
Accounts receivable (1)
Cash management (1)

About Float

Float is a cash flow forecasting solution that is designed to integrate with a company’s existing accounting software to create cash flow analytics. 

Categories:  Accounting

Float Features

General Ledger and Configurable Accounting Features
Has featureAccounts payable
Has featureAccounts receivable
Has featureCash management
Does not have featureBank reconciliation
Does not have featureExpense management
Does not have featureTime tracking
Does not have featureFixed asset management
Has featureMulti-currency support
Does not have featureMulti-division support
Does not have featureRegulations compliance
Does not have featureElectronic tax filing
Does not have featureSelf-service portal
Does not have featureGlobal Financial Support
Does not have featurePrimary and Secondary Ledgers
Does not have featureIntercompany Accounting
Does not have featureLocalizations
Does not have featureJournals and Reconciliations
Does not have featureEnterprise Accounting
Does not have featureConfigurable Accounting
Does not have featureCentralized Rules Framework
Does not have featureStandardized Processes
Inventory Management Features
Does not have featureInventory tracking
Does not have featureAutomatic reordering
Does not have featureLocation management
Does not have featureManufacturing module
Order Management Features
Does not have featurePricing
Does not have featureOrder entry
Does not have featureCredit card processing
Does not have featureCost of goods sold
Does not have featureOrder Orchestration
Does not have featureEnd-to-end order visibility
Does not have featureOrder exception Resolution
Payroll Management Features
Does not have featurePay calculation
Does not have featureBenefit plan administration
Does not have featureDirect deposit files
Does not have featureSalary revision and increment management
Does not have featureReimbursement management
Reporting & Analytics Features
Does not have featureDashboards
Has featureStandard reports
Does not have featureCustom reports
Customization Features
Does not have featureAPI for custom integration
Does not have featurePlug-ins
Security Features
Does not have featureRole-based user permissions
Does not have featureSingle sign-on capability
Does not have featureMulti-factor authentication
Does not have featureUser-level audit trail
Additional Features
Has feature'What if' scenarios
Has featureCreate budgets
Has featureExport reports to PDF & CSV

Float Integrations

Float Competitors

FUTRLI, Spotlight, Fathom


  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Does not have featurePremium Consulting/Integration Services Available?No
  • Entry-level set up fee?No
EditionPricing DetailsTerms

Annual billing available at a discount

Float Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

Float Support Options

 Free VersionPaid Version
Live Chat
Social Media
Video Tutorials / Webinar

Float Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Countries:United Kingdom, United States, Australia, Ireland, Canada, New Zealand, France, South Africa, Germany, India, Brazil, Singapore, Malaysia
Supported Languages: English