Overview
Float blows away brittle spreadsheets and gives delivers a fast, confident, and reliable way to build visual cash flow forecasts - so you can make better decisions to build a more sustainable business.
Lumpy cash flow can be a headache for many businesses, for example consultancies, construction firms, agencies, or IT businesses.
- Can we afford a new hire?
- Should we upgrade our equipment?
- What happens if we win or lose this project?
- How will this unexpected bill affect our payroll?
- When will we run out of cash?
Simply toggle each scenario or project on or off with a click to build visual forecasts that reflect a range of potential cash flow outcomes.
Establish the true cost of hiring, with templates to quickly model what bringing on a new employee costs.
Forecast Confidence indicates how much you can rely on each forecast.
You can ditch your spreadsheets and save countless hours each week.
It only takes minutes to generate clear and credible visual forecasts that will help you make confident and sustainable business decisions.
Float Cashflow Forecasting + Xero
Float imports your Xero transactions and helps you build business scenarios as ‘visual forecasts’ - which gives you a firm grasp on your present and future cash flow.
Understand your cash position. Add your cash flow expectations or use Float’s auto-suggestions. Track your predictions against reality as actual bills, invoices, and transactions are added.
Use Forecast Confidence to know when to make big decisions. Your ‘Forecast Confidence’ score tells you when to make decisions or when you need to refine. It analyzes Xero transactions in your cash flow and gives you a glanceable confidence score.
Prepare for every business event with Scenarios. Use Scenarios to see the impact of your strategic decisions. Toggle scenarios on and off and visualise how moving offices or reducing costs affects your cash.
Use New Hires to work out how much that new employee truly costs the business, with pre-baked templates for multiple countries.
Use Projects to explore their impact. Capture individual project income and visualise the cash flow of each project and explore the overall impact of project income and costs.
Track your company ‘end date’. Set a cash reserve limit and track the date you'll hit it. Use your ‘end date’ to gauge the impact, risk and business sustainability of each scenario.
Ditch your spreadsheets and save hours each week. Replace countless spreadsheets with one dashboard. Free yourself to think strategically, respond faster - and win more customers.
Import invoices and bills. Automatically import your invoices and bills from Xero to track any outstanding payments and generate more accurate visual forecasts.
Export and share insights. Share forecasts as CSV or PDF documents - or add stakeholders as Float users.
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
Brilliant cashflow forecasting app
Response from Float Cashflow Forecasting
Simple Forecast and scenario analysis
Response from Float Cashflow Forecasting