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.
💡 Looking for information on how to troubleshoot features in your Float account?
Visit our Help Centre for access to even more instructional articles and guides.
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.
Read more >


Guides
Reimbursements
Manage all your team spending in one platform. Reimbursements is a simple way for teams to manage out-of-pocket expenses.
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Guides
Bill Pay
Eliminate tedious AP processes and pay bills faster with the simplest way to manage company spend.
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Guides
Account Security 101
Our Fraud Team’s top tips and best practices for your Float Account security.
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Guides
Onboarding Overview
Float offers self-serve or human implementation – here’s an overview of what you can expect when choosing to onboard with
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Guides
Security at Float
Learn how Float keeps your business protected with the highest security and industry standards.
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Guides
Mobile App
Request new cards and reimbursements, capture receipts, and understand your spending power at a glance on the Float mobile app.
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Guides
Unified Login
Access Float using a single global login and quickly switch between businesses to manage finances across accounts.
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Guides
HRIS Integration
Simplify employee onboarding and offboarding and sync your company’s HR system.
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Guides
Float Integrations
Simplify your spending with seamless banking, HR, and productivity integrations that scale.
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Guides
Transaction Reviews
Learn how to let managers review team transactions after they’re made.
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Guides
Spend Management Guide
Learn how to control your company’s spending with Float’s intuitive spend management software.
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Guides
Float Charge Card
Float offers 30-day terms with no interest in both CAD and USD (conditions apply).
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Guides
QuickBooks Online Integration
Automate your accounting with Float’s QuickBooks Online Integration.
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Guides
Float One-Pager
Share this pdf with your team for a high level overview of Float’s smart corporate cards in CAD and USD.
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Guides
Float Overview
Learn more about Float’s smart corporate cards and spend management software.
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Guides
Float Admin Guide
Learn how to get started with Float as an Admin and simplify your company’s business spending.
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Guides
Moving Spend to Float
The sooner you move spend to Float, the faster you can start saving.
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Guides
Spenders and Managers Guide
Learn how to use Float as a Spender or Manager at your company to request spend and make purchases.
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Guides
Float for Marketing Teams
Introducing a simpler way to manage marketing and advertising spending.
DownloadYour 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.