Powerful cash flow forecasting made simple
For most businesses, cash flow can be unpredictable and difficult to stay on top of. Forecasting how much cash you’ll have in the future has always been the domain of complicated spreadsheets. But not anymore! If you use Xero, then you can use Float to generate a cash flow forecast that keeps itself up to date.
With Float you can:
Save hours every month with daily updates of your Xero data
Know exactly what your future bank balance will be on any day by setting expected payment dates on your invoices and bills
Explore scenarios to plan for future ‘what if’ situations
Spot cash gaps and surpluses well in advance, allowing you to take action early
Helpful information about Float
Who is it for?
Float is for business owners, finance teams, bookkeepers, manufacturing firms, investors and accountants who want clarity into their cash flow.
How does it work with Xero?
Float pulls in your Xero data every 24 hours to automatically update your cash flow forecast with actuals.
This one way sync with Xero updates your forecast with your latest bills, invoices, payments and transactions.
Float allows you to set “expected dates” on your bills and invoices to predict when cash will move in and out of your business. It automatically updates your actuals so you can see what’s been paid as well as what’s due.
You can drill into your actual figures to see which transactions, bills or invoices make up the totals – so no number goes unexplained.
How do you sync it with Xero?
- Sign up via the Float website
- Authorise a connection with Xero
- Import Xero data in minutes
How much does it cost?
Is there a free trial?
Yes, Float offers a 14 day free trial with no obligation
What countries does it operate in?
Float operates around the globe.
What support does it offer?
Float’s support team offers email and in-app chat support during business hours. Float also has an online help centre with training guides, videos and resources. Email support at firstname.lastname@example.org.
Float runs live weekly training webinars. Float partner accountants also receive training for their clients.
FLOAT ARE WINNERS
Emerging add-on of the year,
Xerocon Australia 2014
BE INSPIRED BY THESE REVIEWS
Perfect cashflow software to accompany Xero. I've been using it for a month now and in 10 years of running my own company I've never been so on top of cash flow before. I'd highly recommend this to anyone who wants an easy to integrate solution.
A fantastic add on to Xero with customer support unlike any I have used before. Float is scooping up all those spreadsheets that we previously used to use and allowing me to forecast more accurately and simply.