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

"Helps me as a business owner sleep at night"

What do you like best about Float Cash Flow Forecasting? Simple to use, and integrates seamlessly with our accountancy platform. What do you dislike about Float Cash Flow Forecasting? It was the overload of categories, however, this has recently been resolved with "grouping". What problems is Float Cash Flow Forecasting solving and how is that benefiting you? As a small business, cash flow is king. So to see 3, 6 and even further into the future has allowed me with confidence to grow the ...

"What Xero is missing"

What do you like best about Float Cash Flow Forecasting? A simple to setup, simple to use forecasting tool. The scenario planning is excellent, allowing me to play with multiple future options while staying rooted in the factual. What do you dislike about Float Cash Flow Forecasting? The most annoying part is the pop up asking you to refresh the page; although it is quite turn-of-the-century quaint What problems is Float Cash Flow Forecasting solving and how is that benefiting ...

"Useful tool"

What do you like best about Float Cash Flow Forecasting? Visualisation of cash flow and flexibility of input What do you dislike about Float Cash Flow Forecasting? Cost of software is higher than I would have hoped. Recommendations to others considering Float Cash Flow Forecasting: Significant time saving over manual systems. What problems is Float Cash Flow Forecasting solving and how is that benefiting you? Cash flow forecasting, demonstrating viability etc

"Great for forecasting cashflow"

What do you like best about Float Cash Flow Forecasting? It took time to get used to and understand what goes where but once I got the hang of Float, it's proved brilliant at showing us our cashflow. The best thing is the 'death date' (our term) which tells us when the money will run out! What do you dislike about Float Cash Flow Forecasting? It took a bit of getting used to. I could have done with more training videos at the beginning What problems is Float Cash Flow Forecasting solving ...

"My favourite finacial tool"

What do you like best about Float Cash Flow Forecasting? Being able to create cash flow scenarios allows us to test the financials before pressing the button. Everytime we think of investing in an area of the business, Float helps us predict our future cash flow based on our ideas. Love it What do you dislike about Float Cash Flow Forecasting? There's not much to dislike. Refreshing our accounting data can take a minute, but it's to be expected. Recommendations to others considering Float ...

"Automated Cash Flow Forecasting"

What do you like best about Float Cash Flow Forecasting? The fact that float integrates with Xero, our accounts software, means we get a pretty much automatic cash flow generated. All of our data from xero such as invoices and bills are all added straight to float including any updates to planned to pay dates etc... We utilize future invoicing in xero for the duration of our contracts which means those invoices, although not sent yet, get included in our cash flow for future months. The use ...

"Valuable tool for reporting"

What do you like best about Float Cash Flow Forecasting? Multiple scenario plans that can be shown on a cashflow forecast graph. Extremely useful for presenting business cases to the directors. What do you dislike about Float Cash Flow Forecasting? Only shows the past 3 months of cashflow. I understand Float are working on a project to extend this. Recommendations to others considering Float Cash Flow Forecasting: Play around with budgets and scenario plans, can always delete or amend. What ...

"Great integration with Xero"

What do you like best about Float Cash Flow Forecasting? Tight integration with Xero which produces reliable and up to date forecasts What do you dislike about Float Cash Flow Forecasting? Inability to upload budgets to scenarios. This makes scenarios unusable Recommendations to others considering Float Cash Flow Forecasting: Float is great for simple cash flow forecasting out to 3 months. For any modelling or P&L and Balance Sheet forecasting yuou need to look elsewhere What problems is ...

"Fantastic Service"

What do you like best about Float Cash Flow Forecasting? The scenario planning tool allows accurate forecasting and projections. What do you dislike about Float Cash Flow Forecasting? The xero integration is difficult as Xero lists all sales as invoices and its not so straightforward to clearly identify. What problems is Float Cash Flow Forecasting solving and how is that benefiting you? Huge insight into cashflow, financial health and future projections

"Crucial tool for financial management"

What do you like best about Float Cash Flow Forecasting? Simple UI that whilst comprehensive feature-wise, is still really accessible and easy to get access to the information you need. This goes for both those using the tool on a daily basis as well as those just dropping in infrequently. What do you dislike about Float Cash Flow Forecasting? Very little, I've been a user since their Freeagent product and then beta during the launch of the Xero version, the team are extremely open to ...