ACCOUNTING AUTOMATIONS
Accounting on
auto-pilot
Automate administrative tasks
and unlock your team’s potential
to do their best work.
Trusted by 1,000s of leading Canadian companies.†
Finance without the frustration
Save hours chasing paperwork and receipts and finally get to take that vacation at month-end.
Benefits
Close the books faster
Streamline your workflows with intuitive software that lets you close on your own terms.
Intuitive Receipt Capture
Capture every expense detail with helpful prompts and powerful deciphering.
Simple Integrations
Quick set-up for employees and seamless accounting integrations that help you close faster.
Automated Bookkeeping
Auto-code transactions as they happen and close your books continuously.
Eliminate manual data entry
Create rules to code similar transactions and let Float do the heavy lifting on reconciliations.
Automate GL codes, tax codes, merchants and more on similar transactions.
Create merchant-specific cards and automate the coding for all card transactions.
Save time at month-end and cut down on human error.
Let cardholders code so you don’t have to
Float reminds cardholders to submit receipts, GL codes, and more as soon as a purchase is made.
Instant reminders to submit receipts and backup.‡
Limit codes so employees know what to select.
Eliminate back-and-forth figuring out what a transaction was for.
Export transactions for a faster month-end
Save time by exporting transactions already coded and with receipts.
Sync your Chart of Accounts to Float.
Export transactions directly to QBO, Xero, or NetSuite.
Create custom CSV templates to export transactions to your accounting software.
Designed to sync seamlessly into your workflow
Simplify your spending with accounting, HR, and productivity integrations that scale.
How it Works
Less chasing, more
automating
Close continuously with real-time transactions, instant reminders,
and automated coding.‡
1
Make a purchase using your Float card.
2
Text a photo of your receipt.
3
Export transactions already coded and with receipts.
“We have hundreds and hundreds of transactions a month, which is why this platform is so huge for us. To go through that many receipts would be impossible.”
Heather Brunt
Financial Controller
Come for the card,
stay for the software
Corporate Cards
Spend, track, approve, and reconcile all your CAD and USD expenses in one simple to use platform.
Reporting and Insights
React quickly to changes in spending patterns and market trends with real-time insights into your spend.
Expense Management
Get customized spend controls and approval policies to help you manage your company spend.
Spend time and money where it counts
Earn 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.