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Float - New SaaS Software

Float Review: Is It The Right Cash Flow Management Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

Free Trial Available

GDPRSOC 2
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Starts from $59

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What is Float?

Float is a resource planner that makes managing and keeping up with project work a breeze. Easily plan tasks, schedule teams and allocate resources with a simple click and drag option. Reassign tasks with effortless transitions and follow updates in real-time. The multi-project view helps to quickly identify and eliminate any issues. Monitor resource utilizations and forecast hours for optimal project performance. Track the team's progress on projects and results, and access the app anywhere, any device, anytime.

Pricing

  • Starts from $59

  • Free Trial available

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

SOC 2
GDPR
  • SSO & MFA supported

  • Data residency:🇺🇸

Float Software Demo

Float was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Float

Use cases
Project management teams, Resource planning departments, Professional services firms
Team types
Project managers, Resource managers
Company size
51-500 employees, 500+ employees
Workflow style
Simple and streamlined
Setup complexity
Low

Why teams choose Float

  • Intuitive drag and drop interface for task and resource allocation

  • Real-time updates and multi-project views for quick issue identification

  • Accessible anywhere with cloud-based app

Is Float right for you?

Best for streamlined resource planning with real-time multi-project visibility.

Choose Float if

  • You need an intuitive drag-and-drop tool for task and resource allocation.
  • Your team requires real-time updates to quickly identify and resolve project issues.
  • You manage multiple projects and want a cloud-based app accessible anywhere.

Consider alternatives if

  • You require advanced financial cash flow management beyond resource planning.
  • You need highly customizable or enterprise-grade project management workflows.

What buyers should know before shortlisting Float

Float is a resource planning tool that excels in managing project work and team allocation. Its real-time updates and multi-project view make it a valuable asset for project managers.

Pros and cons

Float pros and cons

  • Float pros
  • Intuitive drag and drop interface for task and resource allocation

  • Real-time updates and multi-project views for quick issue identification

  • Accessible anywhere with cloud-based app

  • Float cons
  • Limited advanced financial cash flow management features

  • Pricing details not publicly available, requiring sales contact

4.3/5 rating
78 verified reviews
Free trial available

Ready to try it?

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See how it stacks up

Compare Float side-by-side with top Cash Flow Management Software alternatives.

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Float reviews and ratings

Buyer sentiment

Users generally appreciate Float for its ease of use and real-time resource planning capabilities, though some desire more advanced financial features and clearer pricing.

What buyers like

  • Ease of use
  • Real-time updates
  • Multi-project visibility

Common complaints

  • Limited financial features
  • Pricing transparency

4.3

Very Good

Based on 56 ratings & 78 reviews

Rating Distribution

Excellent

(58)

Very Good

(18)

Good

(1)

Poor

(0)

Poor

(1)

What users are saying

C

centralcrafts.com

02/13/24

5 out of 5

immediately knew this was the one...

I tried a bunch of cash flow apps and it was immediatley clear that this is the one, head and shoulders. It just pulled all the right data, minimal ...

Read more

FO

Feargal O'Kane

11/21/23

4 out of 5

Useful if you have regular cashflow…

Useful for forecasting but changing your monthly budget can be a pain if you have variable outgoings - definitely more suited for organisations with ...

Read more

DR

Dom Robinson

11/21/23

5 out of 5

Wish i had had this years ago

Wish i had had this years ago. It makes day to day forecasting so straightforward. Yes, you can spend weeks building your own models in spreadsheets, ...

Read more

S

Simon

09/30/23

5 out of 5

Really handy software

It's a great tool, and it makes 'hypothetical' scenario planning super easy. Looking forward to the VAT/no-VAT toggle ;)

F

Florence

11/17/21

4 out of 5

Float keeps us updated with our current cash flow. Very helpful and reliable to use.

PROS: I can easily use Float and integrate Xero to determine whether our cash flow is sufficient. It also gives us different real-life situations to ...

Read more

V

Vergie

10/16/21

5 out of 5

Float is one of the most interesting and competitive products meant for businesses. I’m glad that it helps us manage and solve all of our cash flow issues.

PROS: One of the best things that I like about Float is its ability to connect with my other accounting applications that keep the entire platform ...

Read more

What are the features of Float?

13%

Feature coverage

3 of 23 tracked features

Budgeting is a crucial aspect of financial management, and it involves the process of planning, organizing, and controlling financial resour…

The practice of collecting and managing cash flows is known as cash management. Individuals and businesses both benefit from good cash manag…

Cash flow forecasting is a crucial aspect of financial management for any business. It involves predicting the inflow and outflow of cash ov…

Security & Compliance

Float security and data handling

Key compliance certifications and security features for IT and security teams evaluating Float.

Certifications

SOC 2✓ Certified
GDPR✓ Certified
HIPAA✗ Not certified
ISO 27001✗ Not certified

Security features

Single Sign-On (SSO)✓ Yes
Multi-Factor Authentication✓ Yes
Data Encryption✓ Yes

Developer & data

Data residency
🇺🇸

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Very Good

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Excellent

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Help & Contact

Float Support Options

Customer ServiceOnline
LocationNA

Frequently Asked Questions About Float

Common questions buyers ask before choosing Float.

Float is a Cash Flow Management Software. Float offers Cash Management, Cash flow Forecasting and many more functionalities.

Float is a strong fit if: You need an intuitive drag-and-drop tool for task and resource allocation.; Your team requires real-time updates to quickly identify and resolve project issues.. Consider alternatives if: You require advanced financial cash flow management beyond resource planning.; You need highly customizable or enterprise-grade project management workflows..

Buyers commonly note the following limitations of Float: Limited advanced financial cash flow management features; Pricing details not publicly available, requiring sales contact; May lack deep customization for complex enterprise workflows.

Some top alternatives to Float includes Cash Flow Frog, Cashforce, Fluidly, Qualified and flowpilot.

Float offers Free Trial, Subscription, Quotation Based pricing models

We don't have information regarding integrations of the Float as of now.

The starting price of Float is $59

Ready to try it?

Get started with Float

Start your free trial — no credit card required.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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