Float Cashflow Forecasting
Great tool for budgeting and forecasting! Having live feeds coming from Xero makes my job all the more easier and accurate. Love the Scenario planning tool - great way to help clients anticipate and set-up their goals and plans accordingly, with clear visuals on how their cash flow gets affected :)
Excellent Cashflow Tool
This is an excellent tool for cashflows. It integrates seamlessly with Xero and is very easy to use. It saves hours of time each month and the scenario feature is very useful allowing various 'what-if' situations. The support is superb with one-to-one training for new users and the support staff are very knowledgeable and friendly. Highly recommended.
We don't do much forecasting for our clients but when we do Float make it so much easier to link to the live and budgeted data in Xero and produce clear charts and graphs for us and our clients
Building a future picture
I'm new to looking at cashflow forecasting and I've loved getting into how this comes together for an actual view, a forecast based on current expectations and then the ability to look at several scenarios is empowering. I've much more to learn but so far I'm loving the new insights that I can help my clients to utilise and grow their business, their life!
A great tool!
A great tool for helping us give our clients visibility on their cashflow, both short-term and long-term. Our clients have particularly enjoyed the scenario planning functionality. The support team are top class as well.
We love Float, its easy to use and work on, and most importantly, its simple enough for our clients to understand. The split of daily, weekly, and monthly cash flow is also extremely helpful. Great app!