Float for Accountants

accountants

For accountants who want to streamline month-end

Stay on top of reporting, reduce manual work, and close the books with confidence.

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TRUSTED BY 7,000+ COMPANIES

Accounting on autopilot

Automate administrative tasks and free up time to uncover strategic insights to grow the business.

Reduce manual tasks

Float automatically codes transactions so they’re export-ready.

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Get accurate and timely data

Access a real-time record of company spend for actionable insights on expenses.

Partner with stakeholders

Identify cost control opportunities and maintain budgets to hit those big organizational goals.

Streamline transaction coding

The reconciliation process doesn’t need to be tedious. Set up rules to automatically code transactions and save valuable time.

Automate GL codes, tax codes, merchants and more on similar transactions.

Create merchant-specific cards and automate the coding for all card transactions.

Automate tax coding and sync provincial-specific tax amounts directly to accounting softwares.

Seamlessly sync to accounting software

Close the books faster by exporting coded transactions directly to your accounting software each month-end.

Sync your Chart of Accounts to Float.

Bulk export transactions directly to QBO, Xero, or NetSuite.

Create custom CSV templates to export transactions to your accounting software.

Inform company decision-makers

The team gets real-time visibility into spend to help build and stick to budgets.

Filter spend by team to produce department performance reports and benchmarks.

Create custom tags to sort expenses by product lines and guide new product development and launches.

Track actual month-over-month spend against company budgets to manage operational costs.

Hear it right from our customers

Join thousands of Canada’s leading companies already on Float.

"Float has really improved our internal controls. We now have one location to reference all receipts, backup support and coding.”

Terry BurmasDirector of Finance, Ocean Wise

“Float saves us upwards of 10 hours every period. It’s more than a hundred hours saved per year.”

Katherine LeiDirector of Finance, Impact Kitchen

“The level of support from the Float team is unmatched. It’s the best part about working with their team.”

Suvansh MehtaStrategy and Finance Manager, PolicyMe

“We love Float. We were using three or four different tools and now we can replace them with Float.”

Mandeep SainiCo-Founder and Head of Finance Services, BrightIron

“The mobile app is a plus for employees. They love being able to see their remaining Float Card balances and quickly request new spend right from their phone.”

Bonnie KershawAccounts Payable Specialist, BenchSci

“48 hours after signing up, our account was fully active. You don’t get that with Canadian banks.”

Darcie VanyCFO, Crawford Technologies

“Float really understood the struggles of what Canadian businesses need to succeed. We need financial services that work with the same speed and purpose we do.”

Madelaine FieldingCorporate Controller, Makeship

Elevate your financial operations

Join 7,000+ Canadian businesses using Float