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Get a clear understanding of your future cashflow, make confident decisions and stop spending hours in spreadsheets with this award-winning cash flow add on.
Overview

Float provides an intuitive solution to cash flow forecasting and management that gives you confidence and control.

Float for Xero provides you with a real-time, accurate and visual cash flow forecast that will help you spot cash fluctuations in advance and make plans to grow your business.

Explore all features of Float Cashflow Forecasting
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Float Cashflow Forecasting + Xero

Float integrates seamlessly with Xero to build a visual, easy-to-understand picture of your current and future cash. Simply enter your cash forecasts for what you expect to happen each month (or use our suggestions), and Float will keep these updated every day with bills, invoices and paid transactions so you can track your budget vs. actuals automatically.

Float also offers scenario planning, so you can easily see how different decisions might impact your business. Can you afford to hire new staff, expand to another location, or lose a client? Find out easily and visually in Float. It’s faster and simpler than Excel - plus it never goes out of date!

What Float offers beyond Xero’s cash flow report:

  • Up to 3-year forecast
  • Scenarios to model different potential cash outcome
  • Budgets connected to actuals to prevent double counting
  • Historical data
  • Recurring budgets for future cash
  • Budget vs. actuals reporting

In Float you can:

Understand your cash position, right now Get a clear picture of your past and future cash transactions each day. Use Float to drill down to what’s going to happen next week, or forecast out to the full year or more.

Save time and trust your forecast Moving from a spreadsheet-based forecast to Float, you’ll free up several hours a week thanks to the daily import of data from Xero. Not only that, but spreadsheets can be prone to error. You can trust that the data you see in Float is accurate.

Compare your budgets vs your actuals Float helps you easily compare your actuals to your forecasts to see how accurate your forecasting has been in the past. This helps you set more accurate predictions in the future.

Scenario plan for the what-ifs Model different hypothetical cash situations to see how they compare to your actual forecast. Planning to hire a new employee, or want to see if you can afford to lose that client? Find out if your plans are feasible with a few simple clicks.

Spot cash fluctuations in advance Having a visual picture of your cash will help you spot cash gaps and surpluses well before they happen, giving you plenty of time to secure funding or reinvest that surplus cash where it’ll make the biggest impact.

Import invoices and bills Unlike other tools, Float automatically imports all invoices and bills from Xero to track against your projections. Easily see all outstanding invoices and bills, and update when you think they’ll actually be paid, keeping your forecast accurate.

Export and share insights Export your forecast to a CSV or PDF to show your forecast to your stakeholders, or add them to Float as users. Find out how accurate your budgeting has been with our budget variance report, layer multiple scenarios to help you make informed decisions, drill into the detail of each line on your chart of accounts, and more.

Reviews & ratings

4.8
280 Reviews
5 star
(85%)
4 star
(13%)
3 star
(1%)
2 star
(1%)
1 star
(0%)
SM
Sabrina Mirza
Posted
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 :)
DT
David Turner
Posted

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.
SN
Samantha Nelmes
Posted

Great Forecasting

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
Additional info

App details

Added in 2014

Countries

Australia, Canada, Global, Hong Kong, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughIntegration walkthroughsupport@floatapp.com

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