Overview
Xero is your source of truth for what happened. Float is where you manage what happens next.
Float connects to Xero in minutes, pulling your invoices, bills, and bank transactions into a live forecast updated daily or on demand. When you reconcile in Xero, your forecast updates with actuals. No spreadsheet to rebuild.
Forecast up to 36 months ahead. See your projected bank balance day by day, week by week, or month by month. Know what's coming before month-end forces the conversation.
Multi-entity consolidation. Select the entities you want and see the consolidated cash position immediately, with the ability to drill into any individual entity for the detail.
AR & AP in one view. Every unpaid invoice and bill from Xero, mapped to the date you actually expect payment. Split invoices, update payment dates, and see the impact on your balance before you commit.
Scenario planning without touching your base forecast. Add a new hire, a late payment, or a slower collections period as a separate scenario. Compare it against your base and see the cash impact before you commit.
Budget Vs. actuals tracking. See where cash moved against what you predicted, by category, in real time. Stay on top of variances as they happen, not at month-end.
Collaboration built into the forecast. Add comments directly on budget lines, tag the right colleague, and keep every conversation attached to the data it relates to. No context lost in Slack or email.
Float Cashflow Forecasting + Xero
Connect Float to Xero and your accounting data becomes the foundation of a forecast that never goes stale. The connection is read-only. Float can see your Xero data but it will never change it.
Float imports your transactions, invoices, and bills every 24 hours. Auto budgets pre-fill your forecast from your Xero history, or set your own targets by category. As actuals come through, Float tracks how your predictions held up.
Build scenarios for your most significant decisions. A slow collections period, a new hire, a funding delay. Model each one alongside your base forecast, compare them side by side, and merge the scenario into your base forecast when the decision is confirmed.
Set expected payment dates manually on individual invoices, or let Smart Expected Dates apply each customer's actual payment behaviour automatically. Late payments become a variable you plan for, not a surprise you absorb.
"What previously took hours to maintain is now available at a glance, helping us make faster and better-informed financial decisions." Stefan Wallington, CFO, Networkology
A forecast your finance team can trust and act on, up to 36 months out.
Pricing plans
This app includes a free 14 day trial
Essentials
- Unlimited users
- 5 scenarios
- 13-week cash flow
- 12-month forecasts
- Email and Live-chat support
- Optional Guided Onboarding (£99 one-off)
Growth
- Unlimited users
- Unlimited scenarios
- 13-week cash flow
- 36-month forecasts
- Email and Live-chat support
- Onboarding service
Scale
- /month per additional entity - $63.00
- Multi-entity consolidation
- Unlimited users
- Unlimited scenarios
- 13-week cash flow
- 36-month forecasts
- Priority support + named contact
- Onboarding service
Getting started
Connect Xero to Float in 3 steps:
1. Connect: Link Float to Xero in about three minutes. No CSV exports, no manual entry.
2. Set your budgets: Float pre-fills your forecast from your history in Xero; use auto budgets to track your real averages, or set your own by category.
3. Forecast: See a live, visual picture of your bank balance up to 36 months ahead, updated daily.
Reviews & ratings
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Most recent reviews
Great app - needs more history
Response from Float Cashflow Forecasting
Well worth upgrading from spreadsheets
Response from Float Cashflow Forecasting
Best cashflow app I've ever used
Response from Float Cashflow Forecasting