accountants
Streamline your
month-end close
Stay on top of reporting , reduce
manual work, and close the books
with confidence.
Trusted by 1,000s of leading Canadian companies.†
Why Accountants choose Float
Loved by finance teams. Enjoyed by everyone.
Benefits
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.
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.
Features
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
Easily access custom spend reporting for managers across the company as they seek data-driven insights.
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.
Eliminate repetitive, manual tasks
Uncover insights to hit targets and optimize operations.
“I knew straight away it was going to be a software that we could use and definitely benefit from… There’s been a lot of growth and Float has helped me with that growth.”
Andy O’Reilly – Senior Manager of Finance and Technology
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.
Automated Accounting
Direct integrations with QuickBooks, Xero, and NetSuite make month-end a breeze.
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.