Float to team up with progressive accounting firms

Float, the cash flow forecasting software for Xero, QuickBooks Online and FreeAgent, is launching a revamped accountancy partnership programme.

It enables firms to provide clients with more insightful advisory services via Float’s real-time cash flow forecasts.

Partners can also access features such as scenario planning to help clients prepare for the future using their financial data.

Business situations

‘What if’ scenarios can include a range of possible business situations such as new hires/wages, a lost customer or changes to VAT/tax – this helps Float users plan and budget and make more informed, data-driven decisions for their business

The partner programme is aimed at progressive firms and early adopters of accounting cloud software, which are now looking for new ways to enhance and differentiate their advisory services amid making tax digital.

Float partners will be able to leverage Float as a value-added service to help with day-to-day client services, as well as client acquisition and retention.

Existing users

Float Platinum partners will also be featured on the Float website as a recommended partner, with Float’s existing users increasingly seeking recommendations when searching for cloud-savvy financial advisers.

“MTD will level the playing field for everyone and make digital accounting the new normal” says Colin Hewitt, Float CEO and founder.

“Firms that want to thrive in this environment need to take that extra step and prove they offer better advisory services and can use the latest technologies to solve the most complex challenges facing clients.

Ticks a lot of boxes

“Using only essential cloud accounting platforms is no longer enough –  Float instantly ticks a lot of boxes for accountants who want to get noticed by the right kinds of prospective clients.”

“Having spoken with firms to understand their priorities and challenges, we think they will love our partnership programme and the prospect of offering their clients more accurate and less time-consuming cash flow forecasts and scenario planning. After all, what business leader isn’t kept awake at some point by their cash flow challenges?”

“Float is a powerful tool for cash flow forecasting and this programme means we can roll it out to our entire client base hassle free,” says Hilary Dyson, cloud accounting senior manager at Anderson Anderson Brown (AAB), one of the first firms to sign up to the Platinum tier of the partnership programme. ”

A cash flow forecast should be at the heart of every business report. Giving businesses tools like Float and Xero in addition to ReceiptBank gives our clients’ a real time view of their finances and helps them to make the best decisions.”

As well as discounted licenses (prices start from £7 per client per month) joining the Float partner programme provides firms with:

  • 10 Float users per client company
  • Unlimited staff logins
  • Priority online and telephone support
  • 10 ‘what if’ scenarios per client company
  • Training sessions for firms to ensure key staff get the most value from Float
  • Training webinars and onboarding direct with clients
  • Marketing strategy and support


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