Float Demo for fCFOs

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Cash Visibility

Spreadsheets don’t show your clients the real-world impact

They’re the bedrock of your work. They’re how you manage all the calculations and working out. But they fall short when it comes to cash flow visibility. Because all your clients see is a jumble of numbers. And that means it’s hard for them to see the impact of their decisions.

Visual Storytelling

So switch to the platform that was built for direct forecasting

Float helps you communicate more effectively with your clients. It pulls in real-time data, giving you and your clients direct and rolling cash flow with daily-level accuracy. Meaning your 13-week forecasts are always up-to-date and giving your clients the information they need to make better-informed decisions.

Data Driven

Make decisions based on real-time data

Short-term forecasting without up-to-the-second data is like driving with your eyes closed. Float automatically pulls in the data you need so you spend less time tinkering and more time thinking.

"Float provides a clear, transactional cash flow forecast linked to Xero. I can now deliver daily, weekly, and monthly cash flow overviews based on transactions that owners can easily understand and update. With Float, I no longer spend my day moving data, and clients who once lost sleep now have a tool they can manage themselves..."

Mark Mountford

CFO, The CFO Centre

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FAQs

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How long does it take to get set up with Float?

Most users can connect their accounting software and start forecasting in under 5 minutes. Float connects seamlessly with Xero, QuickBooks Online, and FreeAgent, automatically importing the last 3 to 4 months of transactions to help get your forecast up and running right away.

Can I build a 13-week cash flow forecast?

Yes. Float uses the direct method of forecasting and offers both monthly and 13-week forecasting options.

Can I consolidate cash flow across multiple entities or clients?

Absolutely. Float allows for cash flow consolidation, which is ideal for CFOs managing multiple entities or clients, giving you a single view across business entities.

Can I run different scenarios for planning?

Yes. Float’s scenario planning feature lets you model different outcomes, like; revenue drops, cost increases, or even growth in new hires.

Run Your First Visual Forecast in Minutes

Ready for answers to your crucial cash flow questions?

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It takes just three minutes to connect your accounting platform to Float and see your first visual forecast.

Run a visual forecast

It’s easy to create scenarios, plan projects and answer questions about your business and its financial future.

Reach out for support

Float’s easy to use but our friendly support team’s only a click away if you need personalised support.

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