Float: Cash Flow Forecasting and Scenario Planning for Growing Companies

Cash flow forecasting is not just about knowing today’s balance—it’s about understanding tomorrow’s risks and opportunities. Float is a cash flow forecasting platform designed to help businesses visualize future cash positions and plan confidently for growth.

Float emphasizes clarity, accessibility, and scenario-based planning.

What Is Float?

Float is a cloud-based cash flow forecasting software that connects to accounting systems such as QuickBooks Online and Xero. It enables businesses to create rolling cash flow forecasts that update as new transactions occur.

The platform is widely used by accounting firms and businesses that want straightforward forecasting without complex financial modeling.

Visual Cash Flow Forecasting

Float presents cash forecasts in clear, visual timelines that show expected balances over weeks and months. This helps teams quickly identify:

• Potential shortfalls

• Excess cash periods

• Timing mismatches between income and expenses

These visual forecasts make cash planning more accessible to non-financial stakeholders.

Scenario Modeling for Planning

Float allows users to model scenarios by adjusting assumptions such as delayed payments, increased expenses, or growth initiatives. This helps businesses stress-test plans and understand the impact of uncertainty.

Scenario modeling supports:

• Risk management

• Growth planning

• More disciplined financial decision-making

Who Float Is Best For

Float is ideal for small to mid-sized businesses that want reliable cash flow visibility without heavy financial complexity. It is also well suited for advisors supporting clients with forward-looking planning.

Visit floatapp.com to learn more.