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 >

Product Education
New! Bill Pay and Reimbursements
Float is the first business finance platform in Canada to offer an end-to-end solution that simplifies all non-payroll spending.
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Pay Your Bills on Float with Bill Pay
The 3 Top Takeaways from the “More Ways to Pay in Float” Bill Pay Webinar
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Get Fast Transfers to Float
Reliable access to funds in Float with fast one business day transfers.
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Simple Pricing for Your Stage of Growth
Choose the Float plan that works best for your stage of growth (or figure out when it’s time to upgrade).
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Get export-ready faster with Float’s Accounting Workboard
Save on time and unwanted spend each month-end as you close the books.
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Find Efficiency with Float’s Accounting Hub
A dedicated space to quickly review, automate, and export transactions at scale.
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Introducing the Float Mobile App
Take your business spending on-the-go. Request new cards and reimbursements, capture receipts, and understand your spending power at a glance.
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The Month-End: November
What’s new at Float? Last month we launched our new Notifications Centre, earnings for Float Yield took effect, and we received our PCI-DSS certification. Read about it here.
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PCI-DSS: From Compliance to Certification
Learn about our dedication to safeguarding sensitive data with our recent PCI-DSS certification audit and new spend control features.
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Float Launches Canada’s First High-Yield Product To Help Canadian SMBs Navigate Inflation Challenges
Earn up to 2.7x the interest rate on CAD and USD balances vs traditional banks
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The Month-End: October
What’s new at Float? Last month we expanded access to Transaction Splits, introduced new custom features to the Accounting Hub, and announced our much-anticipated mobile app. Catch up on these latest game-changers.
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The Month-End: September
What’s new at Float? Last month we revamped the Accounting Hub, enhanced our customers’ funding experience, and introduced Reimbursements. Catch up on these latest game-changers.
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New! Simplify Employee Reimbursements with Float
Simplify your team spending by keeping it all in one place (including employee reimbursements).
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Control Employee Expenses with Float’s Latest Features
From Dynamic Approvers to a new HRIS Integration, Float’s latest features were built in Canada with ❤️
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What Makes Float Uniquely Canadian
Learn what sets Float apart as the modern business spending platform for Canadian finance teams.
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It’s Official – Float is SOC 2 Type 2 Certified
Learn about our commitment to security and trust at Float with our recent SOC 2 Type 2 compliance audit and new spend control features.
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Introducing Float Cards 2.0
Meet the next generation of Float Cards that let you top-up card balances as purchases need to be made for worry-free company spending.
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Spend Less with Float’s Savings Insights
Get monthly suggestions on how to cut waste and save money on your company’s software spending.
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Get financial visibility with Float’s latest Reporting feature
Make data-driven decisions that drive savings with real-time visibility into company spending.
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New! Transaction splits
Easily split card transactions and allocate different amounts to different accounts directly in Float ✂️
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Introducing Merchant Controls
Issue cards to employees worry-free by limiting their transactions to approved merchant categories.
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Maximizing Security with Float: 5 Proven Tips
Our Risk team’s round up of important tips to help keep your account and cards safe.
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Float’s 2022 Product Roundup
As we close the books for 2022, it’s a great time to look back on what was accomplished and to create goals for the year ahead.
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Introducing Canada’s smartest corporate card for USD spending
Corporate spending just got a whole lot easier! You can now easily manage your USD and CAD transactions all in the Float platform.
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How Float makes expense reports a thing of the past
Wondering how to submit your expense reports in Float? Hint: You don’t! 😉 We’ve got something better and more efficient for you.
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New! Float SAML SSO Login
Set up SAML Single-Sign On for improved account security with Float.
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New! Sync your expenses and receipts from Float to NetSuite
Float allows you to export transactions already coded and embedded with receipts directly to NetSuite.
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Dynamic Duo: Submission and Approval Policies
Use Float to automate your company’s expense policies for greater financial control.
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Float’s New Smart Corporate Cards Are Here!
Looking for a smarter, more professional way to spend? Float’s new smart (physical) corporate cards have arrived!
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A Guide to Setting Up Teams and Multi-level Approvals
Use Float’s Team Management feature to set team-level and multi-level approval policies.
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How It Works: Float’s QBO Integration
Float offers a powerful two-way integration with QBO.
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Float Bookkeeper Guide
If you are a Bookkeeper that has a client (or hopefully clients!) using Float, this guide is for you! Learn about how to export Float transactions to your accounting software.
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3 Float Hacks You Should Know
Ready to level up your experience with Float? Don’t go anywhere – we’re about to let you in on all the tips and tricks.
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Better Expense Management with SMS Tracking
In a perfect world, expense management would be as easy as a simple text. And at Float, that’s exactly the world we’re living in! 😉
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Product News: Introducing Float’s Slack Integration Feature
What if we told you that issuing corporate cards, requesting spend approvals and managing corporate expenses across departments was all possible at the click of a button?
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How Float Uses Float: Insight From Our Finance Manager
Hi, I’m Jennifer McNamee. 👋🏼 The Finance Manager at Float who handles all of the corporate cards floating in our company.
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3 Signs Your Team is Ready For a Float Card
Ideas are flowing💡, the team is growing👫 and you need a better solution to manage and track your spending.💸 You’re in the right place.
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Upcoming Release: Team Management
One of the biggest platform upgrades in Float’s history is almost here and we are excited to let you in on all the fun. Drum roll please… 🥁
Read MoreYour 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.