⚡Stack Radar

Budgeting & Forecasting · Reviewed 20 Oct 2026

Float

Float turns live accounting data into rolling cash flow forecasts for finance teams.

from $215 · free tier · floatapp.com ↗

Paid against free › Budgeting & Forecasting › Float

Float at a glance

SEO analysis

Collected Oct 20, 2026

floatapp.com: an estimated 40,391 total monthly visits and about 10,905 monthly organic visits across 505 ranking keywords. Scout crawled 15 pages and measured a technical health score of 90/100.

40.4KEstimated total trafficModeled monthly visits505Ranking keywordsPublic search sample90/100Technical health15 pages checked0Referring domainsLive backlink summary

Overview

01

Summary

The useful answer before the supporting detail.

Float is a cash flow forecasting and planning platform that connects to Xero and QuickBooks Online to build rolling forecasts from live accounting data S1. It is used by CFOs, Finance Directors, and their teams at businesses that have outgrown spreadsheets but do not yet need a full FP&A platform S1. Float provides a single live view of cash position, replacing manual spreadsheet work and enabling faster, better-informed financial decisions S1 S11.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: Float is a cash flow forecasting and planning software product S11.
  • Core purpose: It solves the problem of unpredictable cash flow and manual spreadsheet forecasting S1.
  • Intended users: CFOs, Finance Directors, and their teams at growing businesses S1.
  • Product scope: A web application that sits on top of accounting software, not an invoicing or accounting tool S1.
  • Positioning: Positioned as the missing cash decision layer between accounting software and reporting tools S1.
  • Claimed distinction: Every figure links back to the transaction or budget it came from S1.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
CFOs and Finance DirectorsReplace spreadsheet-based forecasting with a live, real-time view of cash position S1.
Fractional CFOsManage cash flow for multiple clients, reducing time spent on manual forecasting from 2-4 hours to 15-20 minutes per client S105.
Accountancy firms and bookkeepersAdvise clients on cash flow with a tool that provides granular visibility and real-time data S87 S107.
Finance teams in growing businessesModel scenarios and make faster, better-informed financial decisions S11 S54.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
Rolling cash flow forecastBuilds a rolling forecast from live accounting data, updating automatically as data changes S1 S11.
Scenario planningLets users toggle income and costs on/off and model what-if scenarios, such as pricing new hires S54.
Multi-entity consolidationAllows selection of entities to see group position with drill-down into each entity S11.
AP/AR visibilityShows every invoice and bill with expected amounts and dates S11.
Role-based permissionsControls who can view, edit, or manage the forecast with Admin, Editor, and Viewer roles S11 S87.
Data exportExports AR/AP and cash flow summaries as CSV or PDF from the live forecast S11.
Presentation modePresents cash flow live in presentation mode or exports data S54.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
XeroIntegrationConnects directly to Xero to import live bank balances, invoices, and bills for forecasting S1 S11.
QuickBooks OnlineIntegrationConnects directly to QuickBooks Online to import live accounting data S1 S54.
Sage IntacctIntegration (in development)Direct connection being built; join waitlist for early access S117.
iplicitIntegration (in development)Direct connection being built; will import bank transactions, invoices, and bills every 24 hours S117 S139.
CSV/PDF exportData portabilityExports AR/AP and cash flow summaries from the live forecast S11.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Small BusinessFrom £99 per month S87Not establishedFor companies under £2m revenue S97
Growth$215 per month billed annually ($265 monthly) S878 scenarios; 36-month forecasts; unlimited users S87Xero and QuickBooks S87
Scale$315 per month billed annually ($389 monthly) S878 scenarios; consolidation S87Up to 5 entities; extra entities $63–78 each S87
Trial14-day free trial, no credit card required S87Not establishedNot established

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
float.com111float
trustpilot.com112float cash flow
en.wikipedia.org113float
uk.linkedin.com113float cash flow
app.float.com114float
stripe.com114float cash flow
en.wiktionary.org115float
study.com115float cash flow
sofi.com116float
apps.xero.com116float cash flow

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

Page typeEvidenceSource
customersThe Cash Flow Intelligence platform behind modern finance professionalshttps://floatapp.com/customers
customersExplore how our customers are creating short-term cash flow forecasts, visualising scenarios, and identifying new opportunities. We call it Cash Flow Intelligence.https://floatapp.com/customers
customers[Users Love Us](https://www.g2.com/products/float/reviews?utm_source=rewards-medal "Users love Float on G2")https://floatapp.com/customers
customersStefan Wallingtonhttps://floatapp.com/customers
customersCFO, Networkologyhttps://floatapp.com/customers
customersThe integration with Xero is seamless, providing real-time insight into our expected cash position and allowing us to model different scenarios with confidence. What previously took hours to maintain is now available at a glance, helping us make faster and better-informed financial decisions.https://floatapp.com/customers
customersMarinus Keyser CA(SA)https://floatapp.com/customers
customersGroup Financial Manager, BLENDhttps://floatapp.com/customers
customersThe Xero integration is seamless, the reports are easy to share with stakeholders, and the platform is very user-friendly. The setup takes a little effort, but maintenance is less than an hour a week. Float helps us spend time where it matters most.https://floatapp.com/customers
customersShawn Richardshttps://floatapp.com/customers
customersCEO, Ink Innovationhttps://floatapp.com/customers
customersFloat is invaluable for projecting days, months or even years into the future. It helps us navigate tough times with clarity.https://floatapp.com/customers
customersFloat Helps Deliver More Value and Win More Businesshttps://floatapp.com/customers
customersHow do you make an impact for your clients, when you're working with limited data on a tight budget?https://floatapp.com/customers
customers](/customers/fcfo-mark-mountford)https://floatapp.com/customers
customersFractional Finance: Helping tech startups turn loss leaders into sustainable, long-term growthhttps://floatapp.com/customers
customersSaaS startups invest heavily in product and staff, way before revenue starts coming in.https://floatapp.com/customers
customers](/customers/fcfo-kat-wellum-kent)https://floatapp.com/customers
customersBuilding sustainable financial frameworks for growth-stage SMEs: OFCO's storyhttps://floatapp.com/customers
customersStartups often pride themselves on being scrappy, quick-thinking, and adaptable.https://floatapp.com/customers

Independent review sources discovered

PlatformStatusDiscovered source
G2discovered_not_scrapedhttps://www.g2.com/products/float/reviews?utm_source=rewards-medal
13

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 0.2%

Scout traffic model did not return a separate AI-referral trend series for this domain.

Website intelligence — Collected evidence

Site-stated AI capabilities

No supporting public-page evidence was collected for this category.

These are first-party product claims, not independent measurements of AI-search visibility.

14

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Competitor gapReview the sampled queries where float.com appears.1 first-page appearances across float

Website intelligence — Collected evidence

Website evidence gaps

  • reviews: no usable public page was collected; verify whether the site publishes this evidence.
  • changes: no usable public page was collected; verify whether the site publishes this evidence.
  • identity: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Trust and proof

15

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

PlatformPageHow it was foundNote
ShouldIUse.ioFloatapp Review 2026: Pricing, Pros & Cons / Should I Use ItGrounded web search### Pros - + Rated 4.4/5 on G2 across 45 reviews - + Used by 8,000+ businesses - + Syncs with your accounting software for automatic forecasts - + Users praise a simple, menu-free interface - + Rates 4.8/5 on Capterra
Xero App StoreFloat Cashflow Forecasting Xero Integration Reviews & Features — Xero App Store USGrounded web searchGreat app, makes it very easy to manage - my only gripe is that history is wiped on a rolling ... . That's frustrating because if I am in April this year, I want to understand my cash position in April last year, which involves going back to Xero ... sort
Bookkeeping ReviewsFloat Cash Flow Forecasting Reviews And Pricing / Xero accountingGrounded web searchCompare real user opinions on the pros and cons to make more informed decisions. “What I like most about this software is how easy it is to use, even if you are not a professional accountant or bookkeeper. I also find the Scenario layers very helpful.”
A2ISFloat Cash Flow: Prices, Reviews, Features, Comparisons + Demo AccessGrounded web search«Useful tool» Usability Support 4 Overall rating Ease of setting a forecast - makes it very easy to see in a format that is easy to read Difficulty of editing fields & make accruals for future payments. Also, if you have over forecasted something,
TrustpilotFloat Cash Flow Forecasting Reviews / Read Customer Service Reviews of floatapp.comGrounded web searchAbsolutely hopeless for seasonal business as it can only predict income based on the previous 3 months or manual ... . You would think they would have a simple system that can input data based on ... year with the ability to add a percentage for

Customer proof

Proof typeNamed customer or sourceEvidence
Customer evidenceBarryBarry used Float to model their cash flow and quickly identified the issue: the business was on accrual-based VAT accounting, which meant they were paying VAT to HMRC before their customers had actually paid them. (source)
Case studyBarry Hyndcustomer case study — "Now it takes me 15, 20 minutes to look at a scenario and pull it out of Float," Barry says. ("It Was 2–4 Hours. Now It's 15 Minutes": How a Fractional CFO Reclaimed 10+ Hours a Week)
Case studyAndy Mellorcustomer case study — A CIMA-qualified accountant who worked as a board-level director and CFO for 15 years before founding fractional CFO consultancy Summit 17 in 2022, Andy needed a high level of granularity, without the manual headache… (£2m cash buyouts, surgical budgeting, crystal clarity: How Float helps Summit 17 guide ambitious businesses to success)
Review profileMarinus Keysertestimonial — 4.4/5 on G2 from 45 reviews 8,000+ finance teams trust Float Trusted by ... (Book a Demo / Float Cash Flow Forecasting Software)

Independent mentions

  • Customer Stories / Float Cash Flow Forecasting — scenarios with confidence. What previously took hours to ... share with stakeholders, and the platform is very user-friendly. The setup takes a little effort, but maintenance is less than an hour a week. Float helps us spend time where it matters most

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

16

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownership“Float has transformed the way we manage cash flow by replacing complex spreadsheets with a simple, visual forecasting platform that is both accurate and easy to use. It has become an invaluable part of our finance toolksource
Contact and supportWe built Float for you. See how it works, or write to us directly at support@floatapp.com. We're a small team and we're easy to reach.source
Legal and privacyBy clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. More information on our privacy policy is availablsource
Security and complianceTwo-factor authentication is mandatory for Xero users and strongly recommended for all customers. Single sign-on through your accounting platform is available for the initial user.source
Uptime and status pageNot published on the collected pages.—
Domain registered2010-04-12—
Domain expires2027-04-12—

Not found on the collected pages: uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

17

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Resource or updateTypeWhat is availableDate or freshness
£2m cash buyouts, surgical budgeting, crystal clarity: How Float helps Summit 17 guide ambitious businesses to successGuideWhen the cash flow forecasting tool Andy Mellor relied on shut down, Float immediately stood out as the ideal alternative. (source)Not dated
Cash Flow Management Software / Float AppRoadmapPublic product roadmap. (source)Not dated

Not found in the collected public sources: changelog or release notes, status page, separate help center or knowledge base.

Technical

18

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Web application; no local installation mentioned S11.S11
Platforms and appsWeb-based; no native mobile or desktop apps mentioned S11.S11
API and extensibility (API, SDK, webhooks, MCP, plugins)No public API, SDK, or webhooks mentioned; integrations limited to Xero and QuickBooks Online S54.S54
Data ownership and exportUsers can export AR/AP and cash flow summaries as CSV or PDF S11.S11
Performance and reliability claimsForecast updates automatically every day or on demand S54.S54
Release activityNot published on the collected pages.—
19

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered2010-04-12 — 1API GmbH
Domain expires2027-04-12
First archived2010-05-13 — web archive
TLS certificateGoogle Trust Services, valid, expires 2027-01-02
Security headersHSTS
Headers not servedCSP, X-Content-Type-Options, X-Frame-Options, Referrer-Policy
Server headercloudflare
Mail handled byaspmx.l.google.com, alt2.aspmx.l.google.com
Nameserversns4.dnsimple-edge.org, ns1.dnsimple-edge.com
20

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 90/100
  • Critical issues: 0
  • Warnings: 28
  • Notices: 2

Issues

SeverityIssueValueAffected URL
noticeMeta description length should be reviewed179https://floatapp.com/
warningPage should have one primary H13https://floatapp.com/
warningMissing canonical URL—https://floatapp.com/
warningPage should have one primary H12https://floatapp.com/product
warningMissing canonical URL—https://floatapp.com/product
warningPage should have one primary H10https://floatapp.com/float-video-demo
warningMissing canonical URL—https://floatapp.com/float-video-demo
warningPage should have one primary H13https://floatapp.com/integrations
warningMissing canonical URL—https://floatapp.com/integrations
warningMissing canonical URL—https://floatapp.com/xero-cash-flow-forecast
noticeMeta description length should be reviewed175https://floatapp.com/quickbooks-cash-flow-forecast
warningMissing canonical URL—https://floatapp.com/quickbooks-cash-flow-forecast
warningPage should have one primary H14https://floatapp.com/integrations-sage-intacct
warningMissing canonical URL—https://floatapp.com/integrations-sage-intacct
warningPage should have one primary H14https://floatapp.com/integrations-iplicit
warningMissing canonical URL—https://floatapp.com/integrations-iplicit
warningPage should have one primary H12https://floatapp.com/float-for-finance-teams
warningMissing canonical URL—https://floatapp.com/float-for-finance-teams
warningPage should have one primary H12https://floatapp.com/float-for-advisors
warningMissing canonical URL—https://floatapp.com/float-for-advisors
warningPage should have one primary H13https://floatapp.com/pricing
warningMissing canonical URL—https://floatapp.com/pricing
warningPage should have one primary H13https://floatapp.com/pricing-for-small-businesses
warningMissing canonical URL—https://floatapp.com/pricing-for-small-businesses
warningPage should have one primary H12https://floatapp.com/customers
warningMissing canonical URL—https://floatapp.com/customers
warningTitle length should be reviewed67https://floatapp.com/blog
warningPage should have one primary H12https://floatapp.com/blog
warningMissing canonical URL—https://floatapp.com/blog
warningMissing canonical URL—https://floatapp.com/about-us

Crawled pages

StatusTitleH1sWordsResponseURL
200Cash Flow Management Software \Float App3114755 ms
200Cash Flow Forecasting & Planning Features \Float2110670 ms
200Float Video Demo0274119 mshttps://floatapp.com/float-video-demo
200Accounting Integrations \Float Cash Flow Management Software347747 ms
200Xero Cash Flow Forecasting Software \Float1125260 ms
200QuickBooks Online Cash Flow Management \Float1144729 ms
200Sage Intacct Integration \Float Cashflow Management Software4419152 ms
200iplicit Integration \Float Cashflow Management Software440660 ms
200Cash Flow Forecasting for Finance Teams \Float2951132 ms
200Cash Flow Management Software for Advisors - Float2826130 mshttps://floatapp.com/float-for-advisors
200Pricing for Cash Flow Management Software for Businesses - Float3148123 mshttps://floatapp.com/pricing
200Small Business Pricing - Float3145782 mshttps://floatapp.com/pricing-for-small-businesses
200Customer Stories \Float Cash Flow Forecasting255060 ms
200Business Cash Management & Accountancy Tips, News & Updates - Float2257041 mshttps://floatapp.com/blog
200About Float - Cash Flow Software11077137 mshttps://floatapp.com/about-us

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

21

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct62.7%
search20.3%
search organic13.9%
search paid6.4%
social0.9%
social organic0.8%
social paid0.1%
referrals3.7%
paid referrals0.4%
mail11.5%
gen ai0.2%
affiliate0.2%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

22

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention any competitors by name. Evidence gaps include: no public API or webhook documentation, no detailed security certifications, no uptime or status page information, and no independent review ratings. Pricing details for the Small Business plan are limited to a starting price. The Sage Intacct and iplicit integrations are not yet available.

23

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 15 pages collected from floatapp.com on 2026-10-19, including product, pricing, integrations, and customer story pages. Static and rendered page collection were complete. An external proof search was performed but no independent review profiles were scraped. Pricing data was verified from the authoritative pricing page. Limitations: no third-party review sites were directly scraped, and some claims rely on vendor-published customer stories.

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