Float

What it does

Get real-time forecasts with Float, the award-winning cash flow forecasting software that syncs with Xero & QuickBooks for more thoughtful planning.

Float syncs with your accounting platform every 24 hours. You can also trigger a manual sync at any point if you need your forecast to reflect a recent change. Each sync pulls your latest reconciled bank balances, along with invoices, bills, and bank transactions. Your forecast is always built from data that has cleared your accounting platform, not estimates or projections. Float uses role-based permissions so you control who can view, edit, or manage your forecast. There are three roles: Admin, Editor, and Viewer. Two-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…from floatapp.com

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