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Started by Xero API -   in Add-on Reviews |Reporting

4.3 out of 5 stars
Based on 32 user ratings
If you are a user of Xero and Float, tell us how you are getting on and your experience so far. Any tips?

About Float

Simple cash flow forecasting and budgeting in the cloud. Syncs with Xero so your forecast is up to date in seconds. For more information, check out Float.


Remember if you have questions or need assistance with Float, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, visit Float help or check here for more information on connecting Float to Xero.

Float is a great cash flow tool to use in conjunction with Xero. It removes hours of work compared to exporting data and working with spreadsheets.

Highly recommended!

John Harbisher  

I am enjoying Float - a really easy way to keep track of cash flow and performance against budgets. Can't wait for you to get the integration with the payroll functionality in Xero fixed as we use this so have incomplete data at the moment.

Pauline Bullock  

The visual impact of Float complements Xero's "beautiful" interface. As a renewable energy company, we have VERY lumpy cashflow because the material component of our orders is so high. We need to be constantly aware of anticipated payments in and out, and where our bank balance is likely to be.
Our board, accountants and bank all love the Float interface which provides clarity and confidence for the future.
The Float team are agile, responsive and eager to please. This is fast becoming the killer app that will further separate Xero from the also-rans.

Carl Benfield  

Really finding this add on useful to get more visibility of cashflow for the next 12 months.

The integration with Xero makes it light up in a way that excel spreadsheets cant.

Still early days for float and I can see it getting better and better.

Andrew Moore  

It's a nice UI/UX and graphically it works well. But it is quite buggy, the website help is inaccurate and lacking/not up to date, it's very slow and some key functions simply don't work. It's not a production ready piece of software in my view nice though it is it certainly isn't a piece of software I would pay £15.00 a month for - a lot more work to be done on it.

Scott Davies  

I really rate Float. Very useful tool and nice interface. Superb customer support too. Keep up the great work, guys.

Ronan Carter  

Float is a good tool for cashflow management, backed by a helpful team.

Daniel Winterstein  

Congratulations on winning Xero's Emerging Add-On Partner of the Year - well-deserved. float is a great tool, easy to use, saves heaps of time and provides a really great visual cash flow graph that our board finds easy to follow - a picture speaks a thousand words in 1 second. I can't believe that I'm saying this, but float is my favourite piece of accounting software!

Gayna Ryan  

We have found float to be an excellent addition to using Xero. It helps us with our cashflow projections and as we are rapidly growing business it helps us predict for the future. I would recommend you at least take them up on trialling for free to see if it can help you, you really having nothing to lose doing this.

Chris Martin  

I really like to use Float as cashflow tool and introduction to forecasting for clients. It has plenty of functions, is laid out well and is not overwhelming for new users. The program can be crushed if trying to import thousands of transactions...but that scale is better lent to a more heavy duty application.

There are constant improvements, which is always great, they are very attentive to feedback. New features like the daily cash flow are the best I have found for working with businesses in a cash flow crisis.

Avery Dorland  

Using Float has added an entirely new dimension to our advice offer as a picture says a thousand words. Having the ability to visually show clients where they are heading financially has given us the opportunity to have real conversations with clients and has enabled us to address issues several months in advance.

Using the program with clients has also created additional advice opportunities for those who have surplus cash flow as it leads to a conversation of what will be the best way to use any surplus cash flow to improve their financial position.

I'd also like to publicly acknowledge the development team. Not only have they actively sought feedback and constructive criticism, they have actually listened and acted on it. The ability to import budgets from Xero straight into float has saved me hours is a great example of this. Keep up the great work.

Jason Belcher  

I have just started using Float in the past month, but I wish I had been using it for the 15 years I've been running my business. The ability to project cash-flow and identify shortfalls has never been easier. The scenario feature is amazing for assessing the value of potential projects and sales targets. I'd recommend Float to anyone!

Chris Davies  

Float effectively solves the problems I was having forecasting cashflow with Xero, and in an elegant way. The support and customer service is superb, too.

Simon Broad  

We have recently been using Float to help our clients manage their cash flow forecasting. The interface with Xero and easy to use website has made it simple for our clients to learn how to use the software. They are now feeling more in control of their finances and able to plan ahead.

Carol Lewis  

I wish I could have used this years ago. It allows for peace of mind when numerous large projects are operating simultaneously. Highly recommended.

Daniel Spiller  

Float is the app that turns Xero from being a powerful financial recording tool into a dynamic business satnav! It makes helps me design the next 6-18 months of effort, test various strategies, and allows me to see the impact of the decisions I make today. Talk about the power of feedback loops!

Andrew Kidd  

I've come from .xls forecasting in a retail business with a sub £2m turnover.
Float is painfully and prohibitively simple. That alone would be enough to stop me using it, but on top of that it's very buggy. Screens won't load and I find myself staring at the loading icon and getting very frustrated.

Bugs aside, if you're looking for a basic cashflow for a simple business where you don't need to break down costs, this isn't too bad.

T H  

Hi T H,

Our focus with Float is to make cash flow forecasting simple and accessible to business owners, so we recognise that it won't be for everyone.

That said, we’ve recently pushed a few major improvements to the app, and we’re making weekly updates right now.

We'd love to hear from you directly, to help out with any bugs you’ve experienced. You can reach us at support@floatapp.com or via the in-app help button.

The Float Team

Anoop Joshi  

Float rocks.
Float is a simple tool we use to enable daily steering of our business in terms of investments, purchases and fixed operational costs based on figures - both actual and expected (entered ourselves) - and all automatically imported from Xero. No manual transfer of figures, no clunky export/import processes.

It requires some tweaking to make it work the way you want it to, but removes the complication of administering (multiple) spreadsheets to do the same and is therefore well worth it.

Float is visual, easy to use and accessible to anyone in the organisation. As with any solution it has its' limitations, but no doubt these will be worked on towards the future. Enjoy it for what it can do and do well.

Jon Tarry  

Float solves many Issues and reduces work Load and errors. I enjoy working with Float.
It Basically Rocks.

Mwihaki Ndungu  

WE've been forcasting with .xls for years and i knew there would have to be a better way so after we migrated to Xero i went looking and reviewd a few optoins and was really pleased with Float. We've been using it now for 6 months and i've learnt to trust it and that's something i could never do with .xls forecasting.

Darian Byrne  

We use Float for managing our clients' Cash Flow with a high level of precision and confidence. Cash is king and Float supports our day to day decisions.

We have been using it for more than a year now and bugs have been resolved. The integration with Xero is straight forward. We are hoping more features for reporting purposes.

Paul Mussault  

I really like this product and it saves a lot of time compared to spreadsheets. It really needs the ability to add VAT returns automatically though, rather than by hand. Do that and it gets 5 stars. I have asked them and it is on their product roadmap so fingers crossed.

Zahid Malik  

very happy with floatapp, i use it to check my budget and cashflow daily without having to ask accounts what invoices are due.

Zach Reid  

We have been using Float now for about 6 months. It has been easy to learn the basics. The integration with Xero is excellent. The forecasting part of the app is great as it is easy to update and do scenario based planning. It would be good to have a few more reporting options and an ability to go out beyond 15 months.

Phil Shettig  

I've been looking for decent cash flow software for years - finally found it! I go through phases of not looking at cash flow and then looking in detail. The sync with Xero means it is always quick to bring the cash flow up to date.

Paul Massey  

We are a startup and I was using Xero for accounting and Excel for budgeting. It was such a pain to update Excel with my actuals. Float is a very nice tool that links budgets and actuals. We use it all the time.

Paul Hoff  

Its a great tool and been a very very useful addition to xero.

However, its very slow which makes it difficult to do "What if Scenarios" quickly. If they can improve the performance of it without compromising security then they are onto a winner!

Dean Sadler  

Want to know about Float? It's a simple app that shows you what's coming in and what's going out. You know where you are with your money. It also allows you to plan scenarios and to see your big dreams in terms of cash - see your business in easy to understand graphs - in terms of cold, hard cashola!

Caroline Connor  

Fantastic product - really helped our visibility into our future investments.

The customer support is also excellent.

There were are few bugs on initial use - now fixed. Automated VAT returns are a must.

Matthew Brooke-Smith  

We've been using Float now for about a two months after doing all our cash flow forecasting on pen & paper (if we did it at all). Float brings a whole new set of management tools to our services business, and really helps us get granular about our cash flows. We have found the Float team to be very responsive, the product is very well designed, and the integrated 'help' is a phenomenal feature. New feature / product requests are also welcomed with a personal response from one of the Float team. Very good experience so far!

James B Forester  

Great software when it works. Customer support is non responsive.

I really wish they can get the US Xero login consistently working.

Wanda Medina  

Hi Misty/Graham

Appreciate you taking the time to provide us with this feedback. I’d love to continue the chat we started via our in-app support channel. It appears you may be expecting to see your P&L figures in Float, which is incorrect and perhaps explains why you believe the figures are wrong. Float operates on a cash, not accruals basis, so it is the Cash Summary Report in Xero that the figures in Float will match. We’d be more than happy to arrange a call to discuss this, and any other queries you might have.

Best wishes
Anoop Joshi

Anoop Joshi  

Great software for budgeting and monitoring cashflow. I like the ability to create several scenarios. Graphical output is great. I would like more budget input options and better handling of VAT. Direct link to Xero is great, although quite slow to update.

Chris Wright  

Having completed an exhaustive search of all the possible add-ons for cash flow forecasting in Xero I have returned to Float.

I think it is expensive, and does some things in a slightly clunky way but it is better than all the other apps I have tried, with the only possible exception is Vistr which does work very nicely and is free, but is quite basic and visually unappealing.

The best thing about float is that the interface looks good and is easy to use. There are some things that are frustrating, but this is probably more so just for me as I am an experienced model builder and cash flow forecaster and always think of how I would have done it.

For our clients I think the combination of pleaseing visuals and simplicity is what they need to make them engage with the application.

Therefore, considering the above I have revised my score.



Misty Nickells