Float integrations

From accounting to HR software, Float integrates with the software your team already runs on. Less copy-paste. Less manual entry. More time back.

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NetSuite

Accounting

Oracle NetSuite is the leading cloud ERP for mid-market and enterprise businesses. Float's NetSuite integration is designed for companies that have outgrown basic accounting software and need their corporate card spend to flow cleanly into a more complex financial structure, complete with subsidiaries, departments, locations, classifications, and custom segments. Note that NetSuite requires some additional manual setup steps to configure the connection correctly.

What this integration does

Automated object sync: Chart of Accounts, tax groups, vendors, departments, locations, classifications and custom segments all import from NetSuite and stay current without manual upkeep.
Journal entry export, fully dimensioned: Every card transaction exports as a Journal Entry, crediting the clearing account, debiting the right GL code and tagged with vendor, class, department, location and custom segment.
Coding automation that matches your ERP: Set merchant-level rules to auto-apply NetSuite dimensions before export, including custom segments. Transactions arrive already coded to your exact configuration.
Reimbursements, properly recorded: Employee expense claims export to NetSuite as Vendor Bills and Payments, keeping out-of-pocket spend reconciled alongside card transactions.

Benefits

Modern cards + robust ERP: Run a modern card program without sacrificing the dimensional reporting NetSuite users depend on.
Coding done before export: Department, location, class and custom segments are applied in Float first, so NetSuite reports are accurate from the start.
Faster month-end: Pre-coded, receipt-attached transactions arrive in NetSuite as clean journal entries, cutting the manual effort that typically comes with card spend in ERP environments.
Built for complex structures: Designed for businesses with multi-subsidiary setups and detailed segment reporting requirements.

Xero

Accounting

Xero is a cloud-based accounting platform built for small and medium-sized businesses. Float's Xero integration seamlessly syncs your chart of accounts, vendors, tax codes and tracking categories directly into Float, so your corporate card spend, reimbursements and bill payments are always coded and ready to export back to Xero in seconds.

What this integration does

Automated object sync: GL codes, vendors, tax codes and tracking categories stay in sync between Float and Xero with no manual imports.
Full-cycle transaction export: Card spend, reimbursements, and approved bills all flow into Xero with receipts and coding intact. Bill status updates to paid the moment payment is issued in Float.
Clearing account reconciliation: Every transaction hits a dedicated clearing account in Xero, keeping both sides recorded and month-end airtight.
Smart coding + tax capture: Set merchant rules to auto-apply GL codes and let OCR handle tax extraction, right down to multi-part provincial codes.

Benefits

Single connected workflow: Cover card transactions, reimbursements and bill pay.
Close the books up to 8x faster: Transactions arrive in Xero already coded and receipted, eliminating manual data entry at month-end.
Eliminate receipt-chasing: Automated reminders push spenders to submit receipts at point of purchase, so reconciliation doesn't wait on people.
Purpose-built for Canadian tax complexity: Multi-part provincial tax codes are automatically recognized and correctly exported to Xero.
Full AP workflow in one place: import unpaid bills from Xero, approve and pay them in Float, and have everything sync back automatically.

QuickBooks Online

Accounting

QuickBooks Online is one of the world's most popular small-business accounting platform. Float offers a native, deeply integrated QBO connection that syncs your chart of accounts, vendors, tax codes and classes from QBO into Float. Push coded, receipt-attached card transactions, reimbursements and bill payments back into QuickBooks automatically. Bank feed and GL posting capabilities are currently in discovery, with even deeper integration on the horizon.

What this integration does

Automated object sync: GL codes, vendors, tax codes, and classes import from QBO automatically and stay current. No manual maintenance, no version drift.
Full-cycle transaction export: Card spend, reimbursements, and approved bills all flow into QBO with receipts and coding intact. Bills update to paid the moment payment is issued in Float.
Bulk transaction coding: Apply GL codes, vendors and tax codes across hundreds of transactions at once, cutting down month-end effort significantly.
Canadian tax codes built in: OCR reads tax and tip directly off receipts, including multi-part GST, HST and QST. Export them correctly to QBO. No manual fixes.

Benefits

Full spend visibility: Card transactions, reimbursements, bill pay and unpaid bill import are all fully supported.
Real-time visibility, not month-end surprises: QBO stays in sync with Float daily, so finance teams always have an accurate picture of spend.
No re-keying of data: Transactions flow from Float card to coded in Float to exported to QBO with receipts. Eliminate duplicate entry and the errors that come with it.
Future-proof: With bank feed and GL posting in active discovery, the QBO integration is on a path to becoming even more automated and seamless.Scalable for growing team: Bulk coding tools and merchant rules mean the workload doesn't grow linearly as card usage scales.

Explore all integrations

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Simplii

Banking

Simplii

Banking

Connect your Simplii account to Float and manage more of your finances in one place. Fund Float directly from Simplii to pay bills without switching platforms, set up automatic top-ups to keep your Float balance ready, and sync transactions to close month-end faster.

Simployer

HRIS

Simployer

HRIS

The Float Simployer HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly pauses or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

Slack

Productivity

Slack

Productivity

Connect Float to Slack and receive spend alerts, approval requests, and card activity notifications directly in your workspace, without switching apps.

What this integration does

Real-time spend notifications: Get alerted when funds transfers are initiated or completed, so your team always knows where balances stand.
Approval requests in Slack: Spend requests and missing receipt reminders are sent automatically. Team members are notified without finance having to follow up manually.
Channel-level control: Route different notification types to different Slack channels, keeping alerts organized by team, function or spend type.
Private channel support: Works with both public and private Slack channels. Invite the Float app to a private channel to keep sensitive notifications contained.

Benefits

Approvals happen faster: Spend requests land where your team already works. Fewer delays, no separate login required.
Nothing falls through the cracks: Automatic reminders for missing receipts mean finance spends less time chasing and more time closing.
Full spend visibility, in real time: Key Float activity surfaces in Slack as it happens, keeping finance teams informed without disrupting their workflow.

Square Payroll

HRIS

Square Payroll

HRIS

The Float Square Payroll HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly locks or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

Tangerine

Banking

Tangerine

Banking

Connect your Tangerine account to Float and manage more of your finances in one place. Fund Float directly from Tangerine to pay bills without switching platforms, set up automatic top-ups to keep your Float balance ready, and sync transactions to close month-end faster.

Banking

TD

Banking

Connect your TD account to Float and manage more of your finances in one place. Fund Float directly from TD to pay bills without switching platforms, set up automatic top-ups to keep your Float balance ready, and sync transactions to close month-end faster.

TriNet

HRIS

TriNet

HRIS

The Float TriNet HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly locks or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

TriNet HR

HRIS

TriNet HR

HRIS

The Float TriNet HR HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly locks or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

UKG Pro

HRIS

UKG Pro

HRIS

The Float UKG Pro HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly pauses or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

UKG Pro WFM

HRIS

UKG Pro WFM

HRIS

The Float UKG Pro WFM HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly pauses or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

6 / 7

Altera Payroll

HRIS

Altera Payroll

HRIS

The Float Altera Payroll HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly pauses or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

Bamboo HR

HRIS

Bamboo HR

HRIS

The Float Bamboo HR HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly pauses or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

Breathe

HRIS

Breathe

HRIS

The Float Breathe HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly pauses or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

Charlie

HRIS

Charlie

HRIS

The Float Charlie HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly pauses or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

ClayHR

HRIS

ClayHR

HRIS

The Float ClayHR HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly pauses or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

Dayforce

HRIS

Dayforce

HRIS

The Float Dayforce HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly pauses or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

Deel

HRIS

Deel

HRIS

The Float Deel HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly pauses or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

Factorial

HRIS

Factorial

HRIS

The Float ChartHop HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly pauses or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

Freshteam

HRIS

Freshteam

HRIS

The Float Freshteam HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly pauses or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

Hibob

HRIS

Hibob

HRIS

The Float Hibob HRIS integration automatically syncs your team's directory with Float to automate user provisioning and deprovisioning. With the HRIS integration, finance teams can ensure that card access and approval workflows always reflect the most current organizational structure without manual data entry.

What this integration does

Automatic user sync: Periodically imports new employees and updates existing profiles (names, titles, and departments).
Automated offboarding: Instantly pauses or cancels cards and removes platform access when an employee is marked as terminated in the HRIS.
Manager mapping: Syncs reporting hierarchies to automatically assign expense approvers based on the employee's direct manager.

Benefits

Time saving and scalability: Allows finance teams to manage hundreds of cardholders with the same level of effort as a small team.
Accuracy: Reduces human error in department coding and reporting lines, ensuring expenses are attributed to the correct budgets.
bmaboo hrbambReduced risk: Prevents spend by ensuring terminated employees lose card access immediately, even if finance isn't notified right away.

1 / 5

Campfire (Limited Beta)

Accounting

Campfire (Limited Beta)

Accounting

Campfire is a modern accounting platform built for startups and mid-size tech companies. Float's Campfire integration is currently in limited beta, connecting via Float's API to bring corporate card spend, reimbursements, and financial transactions into Campfire's general ledger, making it a strong pairing for tech-forward finance teams who have chosen Campfire as their system of record.

What this integration does

Accounting object sync: GL codes and vendors sync from Campfire into Float, enabling accurate transaction coding within Float before export.
Card transaction export: Coded card transactions are exported from Float into Campfire, keeping spend data flowing directly into Campfire's general ledger.
Reimbursement export: Employee reimbursements are exported to Campfire, ensuring out-of-pocket expenses are captured alongside card spend.
Financial transaction export: Float's financial transaction data (e.g., account statements) syncs to Campfire, providing a near bank-feed-level view of Float activity within Campfire.

Benefits

Spend data in your GL, without the manual work: Float flows card transactions directly into Campfire's general ledger. No CSV exports, no stitching tools together.
Up-to-date Float activity, visible in Campfire: The financial transaction export gives finance teams a clear, current view of spend without manual reconciliation.
A leaner accounting stack: Two modern tools that work together out of the box. No middleware, no workarounds.

NetSuite

Accounting

NetSuite

Accounting

What this integration does

Automated object sync: Chart of Accounts, tax groups, vendors, departments, locations, classifications and custom segments all import from NetSuite and stay current without manual upkeep.
Journal entry export, fully dimensioned: Every card transaction exports as a Journal Entry, crediting the clearing account, debiting the right GL code and tagged with vendor, class, department, location and custom segment.
Coding automation that matches your ERP: Set merchant-level rules to auto-apply NetSuite dimensions before export, including custom segments. Transactions arrive already coded to your exact configuration.
Reimbursements, properly recorded: Employee expense claims export to NetSuite as Vendor Bills and Payments, keeping out-of-pocket spend reconciled alongside card transactions.

Benefits

Modern cards + robust ERP: Run a modern card program without sacrificing the dimensional reporting NetSuite users depend on.
Coding done before export: Department, location, class and custom segments are applied in Float first, so NetSuite reports are accurate from the start.
Faster month-end: Pre-coded, receipt-attached transactions arrive in NetSuite as clean journal entries, cutting the manual effort that typically comes with card spend in ERP environments.
Built for complex structures: Designed for businesses with multi-subsidiary setups and detailed segment reporting requirements.

QuickBooks Online

Accounting

QuickBooks Online

Accounting

What this integration does

Automated object sync: GL codes, vendors, tax codes, and classes import from QBO automatically and stay current. No manual maintenance, no version drift.
Full-cycle transaction export: Card spend, reimbursements, and approved bills all flow into QBO with receipts and coding intact. Bills update to paid the moment payment is issued in Float.
Bulk transaction coding: Apply GL codes, vendors and tax codes across hundreds of transactions at once, cutting down month-end effort significantly.
Canadian tax codes built in: OCR reads tax and tip directly off receipts, including multi-part GST, HST and QST. Export them correctly to QBO. No manual fixes.

Benefits

Full spend visibility: Card transactions, reimbursements, bill pay and unpaid bill import are all fully supported.
Real-time visibility, not month-end surprises: QBO stays in sync with Float daily, so finance teams always have an accurate picture of spend.
No re-keying of data: Transactions flow from Float card to coded in Float to exported to QBO with receipts. Eliminate duplicate entry and the errors that come with it.
Future-proof: With bank feed and GL posting in active discovery, the QBO integration is on a path to becoming even more automated and seamless.Scalable for growing team: Bulk coding tools and merchant rules mean the workload doesn't grow linearly as card usage scales.

Xero

Accounting

Xero

Accounting

What this integration does

Automated object sync: GL codes, vendors, tax codes and tracking categories stay in sync between Float and Xero with no manual imports.
Full-cycle transaction export: Card spend, reimbursements, and approved bills all flow into Xero with receipts and coding intact. Bill status updates to paid the moment payment is issued in Float.
Clearing account reconciliation: Every transaction hits a dedicated clearing account in Xero, keeping both sides recorded and month-end airtight.
Smart coding + tax capture: Set merchant rules to auto-apply GL codes and let OCR handle tax extraction, right down to multi-part provincial codes.

Benefits

Single connected workflow: Cover card transactions, reimbursements and bill pay.
Close the books up to 8x faster: Transactions arrive in Xero already coded and receipted, eliminating manual data entry at month-end.
Eliminate receipt-chasing: Automated reminders push spenders to submit receipts at point of purchase, so reconciliation doesn't wait on people.
Purpose-built for Canadian tax complexity: Multi-part provincial tax codes are automatically recognized and correctly exported to Xero.
Full AP workflow in one place: import unpaid bills from Xero, approve and pay them in Float, and have everything sync back automatically.

Scotiabank

Banking

Simplii

Banking

Simplii

Banking

Tangerine

Banking

Tangerine

Banking

TD

Banking

2 / 2

Slack

Productivity

Slack

Productivity

Connect Float to Slack and receive spend alerts, approval requests, and card activity notifications directly in your workspace, without switching apps.

What this integration does

Real-time spend notifications: Get alerted when funds transfers are initiated or completed, so your team always knows where balances stand.
Approval requests in Slack: Spend requests and missing receipt reminders are sent automatically. Team members are notified without finance having to follow up manually.
Channel-level control: Route different notification types to different Slack channels, keeping alerts organized by team, function or spend type.
Private channel support: Works with both public and private Slack channels. Invite the Float app to a private channel to keep sensitive notifications contained.

Benefits

Approvals happen faster: Spend requests land where your team already works. Fewer delays, no separate login required.
Nothing falls through the cracks: Automatic reminders for missing receipts mean finance spends less time chasing and more time closing.
Full spend visibility, in real time: Key Float activity surfaces in Slack as it happens, keeping finance teams informed without disrupting their workflow.

Looking for more?

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