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Float - New SaaS Software

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

Effortlessly streamline your project planning.

4.3

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Float Reviews & Ratings

4.3

Very Good

Based on 56 ratings & 78 reviews

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Rating Distribution

Excellent

(58)

Very Good

(18)

Good

(1)

Poor

(0)

Terrible

(1)

Spotsaas Editor’s POV

Float is a resource planning tool for managing project work and team allocation. Before shortlisting, verify that your team workflows match Float's project-centric model—it's built for agencies and services firms that bill by project, not for product companies managing continuous product development cycles. Check Float's integration catalog against your existing ...Read more

Float pros and cons

  • Resource planning

  • Real-time updates

  • Multi-project view

  • Task management

  • Limited cash flow features

  • May require training

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Showing 51-60 out of 78

AG

Amy Gray

12/02/20

5 out of 5

Fantastic tool for giving me confidence…

Fantastic tool for giving me confidence in managing and forward planning in my business. Particularly helpful is the ability to create various scenarios for future work.

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Accounts Dept

11/29/20

1 out of 5

No use, no refund policy.

This service was purchased by an ex employee prior to leaving the company, never used and cancelled once identified, full payments taken by Float and when raised with Floats JG told she's sorry we missed the reminder and closed the complaint. Be very aware of this company's ethics. So disappointing. Ive removed an individuals name and replaced i with initials and apologise for using it to both JG and Trustpilot.

AJ

Aran Jackson

11/10/20

5 out of 5

Saves me time. Helps us grow

Plugs into our accounts software. Lets us forecast right into the future, and allows us to plan scenarios which have helped us grow. I'd still be using Google Sheets like a chump, taking half a day to do the cash flow every Monday, if it wasn't for Float!

B

Brandon

10/29/20

5 out of 5

We love using Float

We love using Float. It connects seamlessly to Quickbooks Online. Before Float, we were using numerous, error-prone spreadsheets. Now, everything is in one place. Easy to use, setup, and manage. Thanks, Float!

RM

Roger Mintz

10/28/20

5 out of 5

Float is keeping us a'float'

Float is an invaluable tool that I am using to help guide a not-for-profit organization through a challenging time during the pandemic. At the push of a button, I save 20 hours of spreadsheet work.

SS

sarah sadler

04/07/20

5 out of 5

My guide through these difficult times

This is a difficult time..... It's such a hard time right now for most business owners, whatever is happening for you. In this midst of this pandemic, one thing alone keeps me sane and that's Float. Being able to see at a glance where we are, see the potential effects of a decision by creating scenarios. Fantastic software. Fantastic customer support. We have Float attached to Xero. Best accounts set up we've ever used. This is the way sanity lies - precise accurate financial ...

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R

Rylan

03/08/20

4 out of 5

Float is the most in-demand software that specializes in financials and cashflows.

PROS: We appreciate using Float for our day to day operations because it promotes transparency. It gives us foresight on what could happen in the following days or months. The decisions that we make are not solely based on numbers and metrics. We also look into the reporting trends, and we do simulations to help us get a bigger picture of what's going on. CONS: I noticed that Float is sometimes not updated when it comes to budget usage. There are instances wherein they factor in this ...

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A

Augustus

03/07/20

4 out of 5

Float finds a way to make things easier for the business.

PROS: Float allows me to customize the entire system and even add some external programs to help me run my business smoothly. I can also quickly and equally distribute the workload amongst my team of employees to ensure that all tasks and projects are submitted right in on time. Now I am confident that all employees can work harmoniously and effectively even if I'm not physically present in the office. I'm not an expert on platforms and software, but I am impressed with Float because I find ...

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E

Esther

03/07/20

5 out of 5

This product is highly recommended for all kinds of businesses out there.

PROS: We had serious issues with our cash flow a few months ago, to the point that we thought that we weren’t going to make it. That is why we decided to give Float a try because its reviews have been quite impressive. After setting it up, I was able to come up with a long term forecast that I presented to the rest of the staff. Float did an excellent job of teaching us what we are doing wrong and what needs to be done to make it better or achieve our goals. Also, one of the things that I ...

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Andrew Dickens

01/06/20

5 out of 5

Float Cash Flow Forecasting has changed…

Float Cash Flow Forecasting has changed our lives for ever! Before Float we used to use spreadsheets that became outdated and relied on my bookeeper for input. I can now use Float in conjunction with Xero - every time we reconcile Xero it updates Float which means that we are always in total control of our cashflow. I would have no hesitation in recommending Float to any business that needs an insight into its cashflow!

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