CFOs
8x the Finance
Team’s Efficiency
Put your team’s manual work
on auto-pilot with Float’s smart
reporting and automations.
Trusted by thousands of leading Canadian companies.†




Why Finance Leaders choose Float
Loved by finance teams. Enjoyed by everyone.
Benefits
Power your team’s best work
Free up hours of your team’s time each week, so they can focus on the strategic work they love.

Reduce manual work
Automate spend approvals and accounting to save time.

Boost insights
Understand company spend as it happens with real-time reporting.

Drive results
Find new opportunities for efficient company spending.
Features
Get tighter control on company spend
See all company transactions in real-time, so you’re never left wondering about the budget.
Keep a pulse on month-to-date spend in easy-to-view dashboards.
Breakdown spend by merchant, GL code, team, and more to quickly understand spend across the company.
Get notified right away about higher-than-normal merchant spend, so you can review and take action.

Streamline the finance team’s operations
Set your team up to do their best work by removing tedious manual tasks.
Managers can approve spend requests in one-click in Slack, or in the mobile app. No back and forth needed.
Employees get reminders about non-compliant transactions, so the finance team isn’t chasing information at month-end.
Float automatically matches receipts, codes transactions and syncs to your accounting software to streamline closing the books.

Uncover new drivers for financial growth
Float’s Reporting and Insights help you quickly identify areas of overspending and find opportunities for cost savings.
Create custom spend reports to get the data you need for quick decisions or long-term planning.
Track duplicate spending across teams to eliminate waste.
Bonus: Earn 1% cashback* on corporate card spend and 4% on your Float cash balance each month

*1% with over $25k in monthly spending. Charge Card has different rewards structure. Contact sales for more information.
Transform spend management
Streamline spend from requests to reporting.

“We needed a solution that my team could manage without having to go through the owner.”
Darcie Vany – CFO
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.
*Trademark of Visa International Service Association and used under licence by Peoples Trust Company.