NerdNumbers

Float

Reporting & Analytics

Dedicated cash flow forecasting that helps clients see their financial future clearly.

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Overview

Float is a specialist cash flow forecasting tool that does one thing exceptionally well. It connects to your accounting software, pulls in actual data, and projects cash flow forward with scenario planning.

The visual interface is one of the best in the category. Clients can actually understand the cash flow forecast, which makes advisory conversations much more productive. The scenario planning feature lets you model different outcomes in real time during client meetings.

Float is not trying to be a full reporting suite. If cash flow forecasting is what your clients need most, Float delivers it better than the reporting modules in broader tools like Spotlight or Fathom.

Best for

Firms whose clients need focused cash flow visibility and planning

Key Features

Real-time cash flow forecasting
Scenario planning with multiple what-if models
Visual cash flow timeline
Budget vs actual tracking
Integration with Xero, QBO, and FreeAgent
Invoice and bill tracking for cash timing
Team collaboration on forecasts
Cash flow alerts and notifications

Pros & Cons

What We Like

  • Best-in-class cash flow visualisation
  • Intuitive scenario planning for client meetings
  • Connects directly to accounting data for accuracy
  • Clean interface that clients actually understand

Watch Out For

  • Only does cash flow forecasting not full reporting
  • Per-company pricing at scale can be expensive
  • Less analytical depth than Fathom or Spotlight
  • Limited to forecasting no management reports

Pricing

From around £12/month per company. Practice pricing available.

Key Integrations

XeroQuickBooks OnlineFreeAgent

Our Verdict

Float is the specialist choice for cash flow forecasting. If your clients primary pain point is cash flow visibility, Float does it better than anyone. For broader reporting needs, choose Spotlight or Fathom instead.

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Other Reporting & Analytics Tools

Spotlight Reporting

Our Pick

Beautiful management reports and forecasts built for accountants.

Futrli

Cash flow forecasting that helps clients understand their financial future.

Fathom

Financial analysis and reporting that makes advisory conversations easier.

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Float Review for Accounting Firms | NerdNumbers | NerdNumbers