Partner with Float

Boost your productivity with Float while enhancing savings and efficiency for your clients—it’s a win-win.

Become a Partner
Explore Program Tiers

Recommended by hundreds of finance advisors

“Float’s cutting-edge platform introduces powerful controls for our clients that make financial oversight easier and more effective. Plus, their team is a pleasure to partner with.”

Alvin Lam, Partner at Auxilium Financial

“Float’s platform streamlines our expense management, while their integrity enhances our client service. A great partnership for LiveCA.”

Chad Davis, Co-Founder at LiveCA

Why become a partner?

Become a Partner

Client savings

Save your clients time and money with exclusive pricing, time-saving automations and competitive rewards.

Month-end in minutes

Harness the power of automation so you can stop chasing receipts and close the books up to 8x faster.

Grow your firm

Enjoy Float’s Professional plan for free, unlock exclusive partner rewards, and expand your network with Float’s upcoming Partner Directory.

White glove support

Access dedicated support and onboarding resources to ensure your firm and clients fully maximize the value of Float.

Float’s partners are

Bookkeepers

Streamline your bookkeeping processes across clients with month-end automations.

Accountants

Introduce cutting-edge solutions for your clients.

Fractional CFOs and Advisors

Streamlined workflows and proactive spending controls free up your time for strategic work. 

Technology Partners

Automate customer workflows and advertise your business in Float’s Technology Partner Directory (coming soon).

Loved by partners and their clients

See how you can benefit from being a Float partner

Bronze

1-3 clients referred		Silver

4-9 clients referred		Gold

10-14 clients referred		Platinum

15+ clients referred
For your firmReferral Bonus per Customer*$500$500$750$1,000
Firm Training & Enablement✔✔✔✔
Free Access to Float Professional Plan✔✔✔
Partner Community Slack Channel ✔✔✔✔
Dedicated Partner Manager✔✔✔
For your clientsFree Float Pro for 1 Year✔✔✔
1% Cashback **✔✔✔✔
4% Interest on Funds Held in Float✔✔✔✔
Grow your firmFeature in Float Partner DirectoryListedFeaturedTop Tier
Float-led content on social media✔✔
Float co-marketing and webinars✔

* Referral bonus applies once client spends $25K on their Float cards
** Unlimited 1% cashback over $25k in monthly spend

Apply to be a partner today

Signup in less than 2 minutes.

Become a Partner

Frequently Asked Questions

We have direct, native integrations with QBO, Xero, and NetSuite. For other ERPs, we offer an API and robust custom CSV export functionality that lets you import Float transactions.

Create rules within Float to automatically apply tax rates to your transactions. Tax rates can incorporate both federal and provincial taxes.

Yes! With our direct integrations, you can sync your GLs, vendors, and tax codes. Each integration includes some additional fields for coding transactions.

When your client classifies you as a Bookkeeper on Float, you have access to transaction data and accounting settings but cannot manage card limits, bank funding sources, or receipt requirement policies. This status allows you to complete common bookkeeping duties while providing comfort to your client on access controls. For some clients, they may instead prefer to classify their bookkeepers as Primary Administrators – it depends on the nature of your relationship with them!

Float’s Accounting Workboard automates transaction export and reconciliation into your client’s accounting system, while surfacing anomalies and saving you substantial manual effort.

Float is based in Toronto, Canada and built for Canadian businesses, expertly handling complex provincial and territorial tax and accounting nuances.

Float builds deeper and more complex accounting workflows that are well suited for scaling businesses. Float saves companies an average of 7% of their total spend and closes books up to 8x faster.