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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Float is SOC 2 Type 2 and PCI-DSS compliant and committed to the highest level of security and industry standards.

Guides

Security at Float

Learn how Float keeps your business protected with the highest security and industry standards.

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Guides

Float vs Concur

Why Canadian finance teams are choosing Float over Concur.

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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

Float vs Expensify

Why Canadian finance teams are choosing Float over Expensify.

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Guides

Float Yield

Earn 4% on your CAD & USD business balance. No minimums. No lockups.

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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

Bookkeepers Guide

Introducing a simpler way to manage your clients’ spending.

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Guides

Pricing Overview

Pricing plans built for your stage of growth.

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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

CSV Exports

Automate your accounting with Float’s CSV Exports.

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Guides

NetSuite Integration

Automate your accounting with Float’s NetSuite Integration.

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Guides

QuickBooks Online Integration

Automate your accounting with Float’s QuickBooks Online Integration.

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Guides

Xero Integration

Automate your accounting with Float’s Xero 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.

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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.