6 steps for getting started with Float

Welcome to Float. The steps below are designed to help you explore the functionality of Float and get acquainted with how different areas work. Each task should only take a few minutes and if you get stuck at any point just drop us a message. Here we go:


Step 1: Make sure the bank balances match up

Step 2: Set up your bank accounts

Step 3: Double check invoice and bill payment dates

Step 4: Add in some new cash flow rows

Step 5: Forecast some sales

Step 6: Test out a different scenario

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