Float Reviews in July 2026: User Ratings, Pros & Cons

"Allows us to quickly and easily prepare short-term cash flows as well as plan for longer term"

What do you like best about Float Cash Flow Forecasting? Saves a huge amount of time compared to using spreadsheets. Although there is a built in forecasting tool within Xero, it is quite limited and does not have anything like the functionality of Float. While we only use the scenario planning tool as and when required, it is very quick and easy to use compared to any other method and allows multiple variables to be tested with ease. Customer support and advice has always been excellent ...

"Very easy to follow"

What do you like best about Float Cash Flow Forecasting? The cash flow forecast shows me exactly where I need to be What do you dislike about Float Cash Flow Forecasting? Changing dates on overdue, would like to put comment What problems is Float Cash Flow Forecasting solving and how is that benefiting you? Outgoings against sales

"Easy to use forecasting software"

What do you like best about Float Cash Flow Forecasting? Easy to use, it allows the user to adjust the budget figures according to your business needs or forecast. What do you dislike about Float Cash Flow Forecasting? There is only one issue, and that is the software does not allow you to budget with multiple bank accounts, for example, if your using a third-party bank for your sales ledger and your current account for your outgoings. What problems is Float Cash Flow Forecasting solving ...

"Great tool once you've got your head around it!"

What do you like best about Float Cash Flow Forecasting? Being able to plan different scenarios based on future decisions What do you dislike about Float Cash Flow Forecasting? It took me quite a while to work out 'budgets' - and how to apply them for potential sales/invoices, versus ones that had happened via my Xero account What problems is Float Cash Flow Forecasting solving and how is that benefiting you? I am able to see very far ahead at what point my cashflow starts to suffer. It ...

"Xentum Review"

What do you like best about Float Cash Flow Forecasting? No spreadsheets and formuals, it is freeing. What do you dislike about Float Cash Flow Forecasting? Budgeting could be more straightforward. Recommendations to others considering Float Cash Flow Forecasting: Small cost upfront, but the time saved is unbelievable. You also have a long-standing record of your development and progression. Planning this way makes reflection ever so easy. The Xero integration is compelling. What problems ...

"Great tool to manage cash flow and budgets"

What do you like best about Float Cash Flow Forecasting? Float has a good UI, very clear and uncluttered. The tool is responsive and can easily sync with our accounting software. So any updates we do in Xero is reflected into Float pretty quickly. I like the fact you can also set alternate scenarios so that you can map different cash flow forecasts. An absolute lifeline for any business that needs to keep an eye on its cash! What do you dislike about Float Cash Flow Forecasting? No invoice ...

"Extremely useful tool"

What do you like best about Float Cash Flow Forecasting? Seeing when our runway is about the expire What do you dislike about Float Cash Flow Forecasting? Imability to copy scenarios to base layer. Lack of full history Recommendations to others considering Float Cash Flow Forecasting: Easy to use but bear in mind you dont have an infinite backdate of information What problems is Float Cash Flow Forecasting solving and how is that benefiting you? The ability to add individual budgets and see ...

"I would be lost (and probably fail) without it"

What do you like best about Float Cash Flow Forecasting? Without setting budgets and monitoring our profits regularly, I'm not sure it would be as easy to maintain profitability for us. Not just month-to-month, Float gives us the foresight to make sure our business is sustainable in the near and far future. It really does provide a comprehensive financial health check. What do you dislike about Float Cash Flow Forecasting? Can't find the best uses for the scenarios What problems is Float ...

"An invaluable tool to stay in control of your cash."

What do you like best about Float Cash Flow Forecasting? Float easily syncs all data with xero and allows you to stay on top of your cash flow planning. No laborious updating or cross-platform populating of figures. It works smoothly and reliably. After some time you can't imagine not having it anymore. What do you dislike about Float Cash Flow Forecasting? Even as a non accountant or bookkeeper there's only a small learning curve to be mastered. Once you're set up it's all plain sailing ...

"Ideal for small businesses wanting to gain some financial control"

What do you like best about Float Cash Flow Forecasting? Float automatically pulls in all of the data from your accountancy software, giving you an excellent base cash flow to start. It then provides the ability to create different scenarios to quickly see how additional income (such as a new client signing on) or expenditure (taking on a new employee) changes will alter the flow of cash through the business. Being able to "see" what the future may look like from a financial point of view ...