Float Product Updates

We're really excited to announce contact budgets.

Unlocking budget-tracking insights at the customer and supplier level by assigning contacts from your accounting platform to cash-flow budgets.

Watch our walkthrough here
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Contact budgets ensure budgets are filled by actuals from a specific contact, reducing the headache of manually figuring this out at the end of the week or month, or wondering why a budget is already filled.

Plan payment runs directly in Float, against your live cash flow, no spreadsheet required.

📋 Group bills by supplier and see exactly who is owed what each week

🗓️ Quickly defer bills to manage pinch points

📈 Keep track of how payment decisions impact the wider cash flow

👥 Share details with relevant teammates to turn the plan into reality

Comments and mentions in Float bring cash flow conversations to the place they belong, so the context is always there when you and your team need it.

Stay on top of your invoice and payment status
Comment directly on an invoice or bill to track status, flag a question or record a decision. Mention a teammate and they'll be notified by email, keeping the discussion where it's most relevant.

Record the decisions behind budgets
Who added this? Do we need to update it? Add context, loop in the right person, and keep a record of the decisions that shape the cash flow.

Bring more people into the conversation
Need teammates to be involved in discussions, but not the cash flow modelling? Viewers can comment, but not edit the forecast.

Historical cash flow data has been expanded from 6 months to up to 12 months, where available.

This gives you a wider view of your business performance over time, helping you see how you performed this time last year, spot seasonal trends, and identify longer-term patterns in your cash flow.

View historical data using the cash flow navigation above the right of the graph

Note: 3 months of historical data are imported initially, growing month by month up to a maximum of 12 months. Currently not available where Projects are being used.

A read-only Viewer role has been added to the existing Admin and Editor roles.

Viewers can see all cash flow information, but can't make any changes. Ideal for giving visibility to team members, advisors, or stakeholders who need to stay informed but don't need to adjust the forecast.

Add new users or update existing user roles in 'Manage users'.

Wondering what your cash flow looks like if you cancel a subscription or stop working with a client? You can now include or exclude budgets directly from your cash flow in just two clicks, and watch your forecast update in real-time.

Budget controls now sit right in the budget menu on your cash flow, so there's no need to click through modals. Toggle budgets on and off to instantly see how different decisions affect your runway.

Useful for quick checks like: What if we don't land this client? What does cash flow look like if we skip that conference? How much do we save by pausing this expense?

Setting up a cash flow just got easier. When you add a company to Float, we'll automatically analyse the last 3 months of transaction data to identify recurring patterns.

What this means for you:

• We identify patterns in your historical data so you don't have to manually hunt for them
• Review the suggested transactions and add the ones that make sense for your cash flow
• Get your cash flow up and running faster with less manual setup

Currently available with our Xero integration.

Budget creation and editing just got more flexible

We've made two improvements to budgets based on your feedback, giving you more control over how you plan and manage your cash flow.

More frequency options

You can now create budgets that repeat every 2 months or every 6 months. This means less manual work for expenses that don't fit into monthly patterns, such as bi-monthly subscriptions or semi-annual payments. Set it once and let it repeat automatically.

Change budget accounts without starting over

Need to move a budget to a different account? You can now change the account instead of deleting and recreating the budget. Your forecast stays intact, and you save time on unnecessary work.

Building on the release of Late Payers. Smart expected dates gives a more realistic view of cash flow based on when customers actually pay.

New invoices and bills are assigned expected dates based on the typical payment patterns for each customer and supplier.

Want to override the expected date? These can be manually updated as more information about likely payment becomes available.

Read more about smart expected dates here.

Introducing “Top late payers” for invoices and “Top suppliers paid late” for bills.

To help you stay on top of your cash flow, these automatically update to show the average number of days customers pay after their due date and how many days it takes to pay your suppliers.

Read more about Late Payers here.