Resources

It’s only required reading if you’re looking to level up your business knowledge. Check out our assortment of financial tidbits and case studies to see how Float can make things easier for your business.

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Financial Outlook of Canadian SMBs in 2025

Float surveyed 400+ SMBs about how they’re navigating the triple threat of 2025: rising operational costs, demand uncertainty and inflation.

Here’s what we found.

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Case Study Wahi

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Case Study Coastal Reign

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Case Study Makeship

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Case Studies

How BenchSci Saved 40+ Hours a Month Streamlining Spend Management with Float

Trailblazing AI firm, BenchSci shares why they chose Float for secure spend management at scale.

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Case Studies

Health and Wellness SaaS Company Practice Better Closes the Books 6x Faster with Float

How the growing startup Practice Better leveraged Float to bring their spend management and bookkeeping in-house.

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Makers x Float Case Study

Case Studies

Creative Production Company Makers Chooses Float to Scale Spend Management

Makers shares how they cut their time spent reconciling transactions in half while empowering spend across the company’s project teams.

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Case Studies

Seeking a Modern Solution: Fresh Tracks Canada Explores New Ways to Manage Spend

The travel agency turned to Float to drive efficiencies while empowering teams to spend across the company.

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Float x Fresh Prep Spend Management Case Study

Case Studies

Feeding Efficiency: Fresh Prep Scales Their Spend Management with Float

As the meal-kit provider expanded operations, they turned to Float for a scaleable solution to manage company spend and empower employees nationally.

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Float x SPI Logistics Spend Management Case Study

Case Studies

SPI Logistics Chose Float to Bring Their Vendor Payments Into the Digital-Age

How the leading logistics firm saves thousands per year (while tackling risk) by digitizing their vendor payments.

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Float x Black Feather

Case Studies

Black Feather Does Expense Management Differently with Float

How a Canadian wilderness adventure company transformed their expense reimbursement process with smart corporate cards for the whole team.

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Float log and PolicyMe logo

Case Studies

PolicyMe Turns to Float for Smarter Spend Management

PolicyMe needed a solution that gave them greater power and oversight over spending in their organization.

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Case Studies

How Athennian Streamlines, Simplifies and Scales with Float

With a lean finance team and rapid employee growth this past year, Athennian knew they needed to level up their internal spend and expense management process.

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Case Studies

How Forma.ai Found True Financial Autonomy With Float

When a single corporate credit card could no longer cut it, Forma.ai turned to Float and began to experience financial autonomy once and for all.

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Case Studies

How Klue Found Its Way to Better Spending

An interview with Adrian Pape, VP Finance at Klue.

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Case Studies

Float and Letterbox Doughnuts Make for the Sweetest Combo

Letterbox Doughnuts was growing fast, but with all that dough coming in they needed a solution to keep up a pace with all their expenses. Donut worry, Float saved the day!

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Case Studies

Porta meets Float: A recipe for success

Finding the right corporate card when you’re launching a DTC startup can be challenging, but Porta avoided the hassle when they found Float.

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Case Studies

Blue J Secures Corporate Spending with Float

Blue J was in search of speed, security and smarter spending processes and Float checked all the boxes.

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Case Studies

Nerva’s Accidental Find Turned Treasure

After stumbling across an ad, Nerva quickly became a proud user of Float. Now, they’re saving more time than ever before and have access to all the corporate funds they need.

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Case Studies

The Ultimate Trade: Coinberry Leaves Amex for Float Spend Management

We sat down with Jerry Lin, VP of Finance at Coinberry, a crypto trading platform that gives Canadians a safe and reliable way to purchase and sell their cryptocurrency.

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Case Studies

Float: Helping Your Scaling Startup Spend Properly

Imagine having a growing startup with only one corporate card that was maxed out every other day? That’s no proper way to spend for any company on the rise.

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Case Studies

Giving Clutch a Better Way to Spend

At Clutch, bookkeeping and reconciliations have never been easier – all thanks to Float.

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Your questions,
answered

Float is an easier, smarter way to manage your business spending. Think of it as a combination of no-personal-guarantee corporate cards and intelligent spend management software to help you automate, control, and manage your company’s spending.

Float customers have access to physical and virtual corporate cards in both USD and CAD. Once you issue cards to employees, Float will collect receipts after every transaction. Each transaction is then automatically coded and matched with its receipt, ready to export to your accounting software.

Just like a ‘regular’ corporate card, our cards are used around the world anywhere VISA and Mastercard are accepted. With accounts in both CAD and USD, it’s easy to switch between the two currencies when you need to.

Physical and virtual cards work essentially the same way! Virtual cards act the same way as physical cards, in that you can use them for any spend where you need to enter in a card number. Virtual cards can be created instantly whenever you need them, and are perfect for online expenses like recurring expenses or ad spends. Both virtual and physical cards are linked directly to Float software with individual card controls to help manage spend.

Float offers personalized payment terms based on your business’s stage of growth. With Float’s Pre-funded CAD and USD cards, your limits = your bank balance. You can connect multiple bank accounts in CAD or USD, and even set up automatic top-ups to ensure your cards never run out of funds. With Float’s Charge card (CAD and USD), you can apply for up to $1M in unsecured 30-day credit terms that you can automatically pay down throughout the month.