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Float Financial

By Float Financial Solutions
0 out of 5 stars
Float’s mission is to simply finance for Canadian businesses with corporate cards, reimbursements, accounts payable, and integrated financial services.
Rating
None
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Reviews
0
not yet reviewed
Listed for
3 years
August 2021
Key functions
Bills and expenses

Overview

Float brings corporate cards, expense tracking, and bill payments together in one platform that syncs seamlessly with Xero. Automatically sync transactions with receipts, vendor details, and GL codes already attached— eliminating hours of manual data entry.

Built for Canadian businesses, Float automates multi-part tax codes, instantly captures receipts, and streamlines expense reconciliation.

Get started with virtual and physical cards that give your teams spending power with built-in controls.

Float Financial
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Float Financial + Xero

Close your books faster: Float maps your Chart of Accounts directly, so every transaction flows to Xero already coded. Pre-code cards by GL, Vendor, Tax, or Custom Fields and watch coding auto-apply to future spending. Transactions sync immediately—close your books in real-time, not at month-end.

Automate Canadian tax compliance: Float handles complex, multipart tax codes automatically, managing GST/HST/PST requirements that other platforms miss. OCR technology captures tax and tip amounts from receipts, adjusting transaction summaries instantly. Built for how Canadian businesses actually work.

Eliminate receipt chasing: The moment someone swipes, Float prompts for receipts via text, email, or app. Receipts attach automatically to transactions, and everything exports to Xero with one click—fully coded with documentation attached.

Control spending at scale: Set transaction rules to auto-categorize by merchant. Bulk update hundreds of transactions using advanced search and filtering. See the full audit trail of every transaction, keeping your books accurate and compliant.

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Additional info

Shared data

Xero
Float Financial
Receiptsshared from Float Financial to Xero
Invoicesshared from Float Financial to Xero
Accountsshared from Xero to Float Financial
Tracking Categoriesshared from Xero to Float Financial
Tax Ratesshared from Xero to Float Financial
Paymentsshared from Float Financial to Xero
Contactsshared from Xero to Float Financial

Functions

Bills and expenses

Industries

Professional servicesAccounting

App details

By Float Financial Solutions
Added in 2021

Countries

Canada

Languages

English, French

Support

Setup walkthroughContact supportsupport@floatfinancial.com

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Get started with Float Financial

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