Float

Float is a cash flow forecasting platform that integrates with Xero, QuickBooks, and FreeAgent. It syncs invoices, bills, and bank balances automatically to generate real-time cash flow forecasts.

Accounting firms use Float for advisory engagements focused on cash flow — helping clients anticipate shortfalls, plan for large expenditures, and evaluate scenarios before making financial decisions. The platform supports scenario planning (what-if analysis), budget tracking, and multi-currency forecasting. Forecasts update automatically as new invoices and bills are recorded in the accounting system.

Float is best suited for firms offering cash flow advisory services to small and mid-sized business clients. It focuses specifically on cash flow rather than full FP&A (budgeting, P&L forecasting, workforce planning), so firms needing broader financial planning capabilities typically use Jirav, Fathom, or PlanGuru instead.