Float Intelligence
Your finance team, minus the manual work
Automate the jobs your finance team does every month: receipt chasing, transaction coding, month-end close — so they can focus on what actually matters.
Trusted by thousands of leading Canadian companies.†
Across every workflow
One intelligence layer, hundreds of ways to save time
Float Intelligence is a unified layer embedded across the core financial workflows Canadian businesses run inside Float.
Hours back, every month
Receipt matching, transaction coding, reconciliation and much more. Float Intelligence runs across every workflow and saves your team hours every month.
Built for Canadian businesses
Float Intelligence is built for how your business actually operates. With Canadian tax rules, accounting patterns and compliance realities accounted for from day one.
Secure by design
Float runs inference entirely within its own cloud infrastructure. Your data is never sent to third-party model providers, ever.
Transaction Coding Agent
The fastest way to go from swipe to close
No more guessing GL and tax codes. Float handles the first pass, your team handles the exceptions. Coverage expands. Precision compounds. Month-end closes faster.
95% suggestion accuracy
95%+ accuracy right out of the box— so your finance team spends less time reviewing and more time on work that actually matters.
Learns your patterns, not everyone else’s
Every business gets its own model, calibrated to its chart of accounts and coding patterns. Which is why the model outperforms general-purpose LLMs by 28%.
Accuracy before autonomy
Only acts when it’s sure. When confidence isn’t high enough, it flags for review instead of guessing. Every decision is documented and auditable.
Receipt Matching Agent
Never chase another receipt again
Drop a receipt. Float reads it, parses it, matches it to the right transaction. No follow-ups from finance.
01
Collect
Drop receipts into Float or forward from email. One at a time or all at once. Float picks them up immediately.
02
Extract
Merchant, date, amount, tax. Pulled automatically. Works on paper receipts, digital invoices, and email confirmations.
03
Match
Matched on merchant, amount, and date in the blink of an eye. No manual pairing required.
More automations
Intelligence built in. Not bolted on.
Data entry. Manual matching. Duplicate checks. Float Intelligence removes the friction at every step.
Reimbursements Autofill
Upload a receipt for your expense. Float auto-populates the report. Amounts, dates, vendors, tax. No manual entry.
Automatic Receipt Matching
Employees upload receipts and Float matches them to the right transaction. No manual pairing. No follow-ups from finance.
Bill Pay Autofill
Vendor, amounts, dates, net terms, line items, tax. All extracted from the invoice automatically. Bills created in seconds.
Duplicate Bill Detection
Float flags repeat bill payments before they go out the door. Your team catches duplicates before they become problems.
Repeat Vendor Autofill
Float detects repeat payments and pre-fills with previous bill details. Same vendor, same details. No re-entry.
Suggested Values & Rules
Float automatically suggests transaction coding rules for cards and merchants to streamline coding across the board.
“Month-end close used to mean four hours of manual GL coding. Now Float’s Transaction Coding Agent handles the first pass and it’s right over 90% of the time. I review what actually needs my attention and move on. We’re getting three hours back every single month.”
Wilford Lam
Finance Lead, LayerZero
Float Intelligence FAQ
Float Intelligence is the AI and automation layer built into Float powering everything from transaction coding to receipt matching. Some features are rule-based. Others use AI that learns from your team. All of them cut manual work from your finance workflows.
Float is SOC 2 Type 2 and PCI-DSS compliant. We abide by the highest standard of security in the storage, processing and transmission of cardholder data. Float runs AI models hosted within our own AWS infrastructure through Amazon Bedrock. Customer data is never sent to third-party AI model providers. All inference happens within Float’s secure cloud environment, subject to the same encryption, access controls, and compliance standards that govern the rest of Float’s platform.
No. Float Intelligence works in the background from the moment you start using the platform. There’s nothing to configure or install. Set your coding rules and preferences once and Float handles the rest.
Nothing touches your books without your approval. Every AI suggestion is visible before it syncs. You review, approve or override. Float handles the work. Your team makes the decisions.
Float’s AI is task-specific. It matches receipts, codes transactions and populates invoices. It doesn’t improvise or generate content. A separate confidence model gates every suggestion. If the agent isn’t sure, it stays quiet.
Yes. The transaction coding agent is calibrated on real Canadian transaction data. It recognizes GST, HST, PST and QST and applies the correct tax treatment based on your province and merchant.
Most Float Intelligence features are available to all customers, however, the transaction coding agent is currently only available for pro and enterprise users.
Spend time and money where it counts
Earn up to 4% interest on your cash balance and simplify business spend with corporate cards and expense management software.
*Trademark of Visa International Service Association and used under licence by Peoples Trust Company.
