CASE STUDY
How Andgo Systems Saved $2.5K and 20+ Hours Per Month with Float
$2,500+
$2,500+ saved monthly by eliminating multiple finance tools
100%
team adoption with virtually no training required
20+
hours saved/month on AP, reimbursements and reconciliation
THE CHALLENGE
Before switching to Float, Andgo’s finance stack relied on a patchwork of disconnected tools: separate solutions for vendor payments in Plooto, invoice approvals over email, receipt collection, US contractor reimbursements and transaction coding into Xero. This patchwork created friction, delays and duplication of work. Leigh spent hours each week chasing receipts, manually entering transactions and following up on approvals. Meanwhile, invoice approvals happened outside the payment tool entirely, leaving no clear audit trail.
“I was chasing people for receipts every day,” Leigh says. “Sometimes I didn’t even know who made the purchase.”
“Our AP process was pretty clunky with Plooto,” adds Kaitlyn Biggs, CPA, Director of Finance at Andgo. “We had to manage invoice approvals over email and it just didn’t give us a great paper trail.”
Shared corporate credit cards added to the chaos, occasionally leading to the headache of replacing payment information for multiple recurring expenses across the business. With limited visibility, high tool costs and too much time spent on basic administrative functions, it was clear that Andgo needed a centralized and scalable solution.
THE SOLUTION
Andgo implemented Float to centralize their spend, initially starting with Float’s corporate cards and reimbursements, and getting familiar with the easy-to-use platform. This made it simple for Leigh to code all transactions directly in Float and use custom fields to categorize spend by department or event. The team then identified an additional opportunity to streamline the AP process, moving to Float to bill pay as well.
THE RESULTS
- Eliminated the need for separate point solutions, including Dext, Plooto and a bookkeeping firm
- Enabled the finance team to scale operations without increasing headcount
- Gained real-time visibility into expenses with custom fields and reporting
- Saved 20+ hours per month on AP, coding and reconciliation
- Delivered fast, easy employee adoption with minimal training required
- Improved internal controls with a full audit trail—every bill approved by the right person, documented in Float
About Andgo Systems
Andgo Systems is a Canadian software company that helps large organizations automate and optimize their workforce scheduling. With teams across Canada and a growing US presence, Andgo supports thousands of employees in sectors like healthcare and manufacturing, which demand robust solutions to complex staffing challenges. As a tech-forward company, Andgo values operational efficiency—both in how it enables customers to manage staff and how its own team manages company spend. For Andgo accountant Leigh Spinney, that meant finding tools that could scale with a lean team and reduce the manual burden of accounts payable, employee expenses and reconciliation.
THE DETAILS
Leigh Spinney was managing all of accounts payable at Andgo when their new VP Finance, Zach Hill, introduced Float, having used it at a previous company.
“Zach had used Float before and said, ‘We’ve got to get on board with this.’ I had no choice—and I’m so glad,” Leigh says.
The timing was ideal. Leigh, who was deeply involved in day-to-day finance operations, was overwhelmed with manual processes, and Float offered a way to consolidate their finance tools while automating the most painful parts of the job. Initially, the team moved corporate cards and reimbursements onto Float, but accounts payable remained on Plooto. It didn’t take long for Kaitlyn to identify this as the next area to fix.
“The biggest goal for us was streamlining AP,” Kaitlyn explains. “Before, it was email approvals, then Xero, then Plooto. Now it’s just Float—and then we export to Xero. It cuts out extra steps.”
Float now powers everything from bill payments and reimbursements to virtual cards and subscriptions. Leigh speedily codes all transactions directly in Float and uses custom fields to categorize spend by department or event, making it easy to report back to stakeholders across the company.
“We made a tag for each event. When department heads ask, ‘What did we spend on this trip?’ I can send them a report in minutes,” she says. “We stopped using three, maybe four platforms when we moved everything to Float. It’s just a dream, really.”
“Reimbursements used to be a nightmare. We had too many people involved in approvals and the whole process felt like a black box. Now with Float, reimbursements are a breeze.”
Kaitlyn Biggs, CPA, Director of Finance at Andgo
“Float gives me an easy way to have eyes on everything without spending a lot of time on it,” adds Kaitlyn. “Float lets us share the responsibility of spend management around the company. Budget owners can easily keep an eye on every dollar spent from their budget. It creates so much more accountability.”
While most spending at Andgo happens on Float cards, there are still situations where reimbursements are necessary, like when a new hire makes a purchase before getting their first card or when employees use their personal vehicles. Float provided Leigh’s team with a simple way to handle these exceptions without adding friction.
Before Float, processing reimbursements for their US staff involved navigating a complex, multi-step approval process, often requiring coordination between internal stakeholders and external contacts. It was slow, confusing and frequently frustrating for the team.
“Reimbursements used to be a nightmare,” Leigh says. “We had too many people involved in approvals and the whole process felt like a black box. Now with Float, reimbursements are a breeze.”
Float lets employees submit expenses directly through the platform and, once approved by the appropriate manager, payments can be made in just a few clicks.
Getting staff to adopt and use Float across Andgo was also smooth. Leigh was delighted to find that her team found the platform to be so straightforward and easy to use, she didn’t need to commit much time to training. A short onboarding session for new team members was all it took. They were up and running right away with Float Cards, Reimbursements and Bill Pay.
But the best part? Moving to Float freed up so much time that Leigh was able to expand her role, taking on AR and broader operations responsibilities.
“All I used to do was AP,” Leigh says. “Now I barely even think about it.” Her scope now includes month-end close, financial statement prep, invoicing and collections, with a noticeable drop in Days Sales Outstanding (DSO).
“My work feels more valuable, and I can see how my contributions are helping Andgo hit our goals.”
Beyond the platform itself, Leigh says the support from Float has been just as impactful. “I often tell our team that Float support is the GOAT—Greatest Of All Time,” she says. “The team is incredibly responsive, and I’ve even seen a few of my product suggestions implemented, which has been extremely helpful.”
Kaitlyn’s advice to any finance team still using a patchwork of tools is simple. “Get on Float. You don’t realize how much easier it is until you see it. It just feels like a much better process.”
“My work feels more valuable, and I can see how my contributions are helping Andgo hit our goals.”
Leigh Spinney, Accountant, Andgo
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