Overview
We get that cash flow is the lifeblood of any business, and managing it should be both simple and effective. Here's how Float makes it easier to handle your cash:
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Seamless Xero integration: Your data is pulled through automatically, saving you time and cutting down on errors. You’ll always have one reliable source of truth.
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Real-time cash visibility: Our dynamic cash flow graph gives you a clear view of your business's cash position as it changes.
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Understand your daily cash flow: Easily switch between daily, weekly or monthly views for short or medium-term cash flow reports. Ideal for when cash is tight or when you want to zoom out for the bigger picture.
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Plan ahead with ease: See how different choices could impact your cash flow by running what-if scenarios in seconds effortlessly in Float.
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Simple yet powerful: Float focuses solely on cash flow, making it easy to understand and simple to manage.
Float Cashflow Forecasting + Xero
Float + Xero
Float pulls in your Xero invoices and bills and helps you create business scenarios as ‘visual forecasts’, giving you a clear handle on your current and future cash flow.
Know your cash position. Add your cash flow expectations or use Float’s automatic suggestions. Track how your predictions match up with reality as your actual bills, invoices, and transactions come through.
Plan for every scenario. Prepare for key business events with scenarios. Toggle different scenarios on and off to see how getting paid faster or cutting costs will affect your cash flow.
Work out the true cost of new hires. See how much a new employee will really cost with pre-set templates for multiple countries.
Keep an eye on your company’s cash runway. Set a cash threshold limit and track the date you'll reach it. Use this 'end date' to understand the risks and sustainability of different scenarios.
Say goodbye to unreliable spreadsheets. Free up hours each week by ditching manual and error-prone spreadsheets for an accurate real-time dashboard.
Import invoices and bills. Track all your invoices and bills from Xero, set expected payment dates, and see the impact of late payments. Giving you an accurate forecast to the day.
Share your insights. Export your forecasts as CSV or PDF, or add stakeholders as Float users to keep everyone in the loop.
Getting started
Connect Xero to Float: Simply visit this page log in then authorise the connection.
It only takes three minutes to connect Xero to Float and import your transactions. Don’t worry - Float cannot change any data in your Xero account.
Use Float's intelligence: Use Float's suggestions about payroll and budgets to quickly build out your cash flow
Reach out for support: Float’s easy to use - but you can reach out for free personalised training and onboarding if you need any help.
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Response from Float Cashflow Forecasting