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