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Float

by Float Financial Solutions
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Smartreview AI Trust-IQ Score™

Independent AI audit · 25 parameters across 5 domains · equal weight

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01

Software development lifecycle

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02

Product management

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03

Organization

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04

Security & privacy

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Implementation & support

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Float overview

Float is a resource management and team scheduling software designed to help businesses plan projects, allocate resources, and manage team capacity efficiently. It provides a centralized platform where organizations can schedule people, assign tasks, track project timelines, and monitor workloads in real time.

Float’s visual planning interface makes it easy for managers to see team availability, identify scheduling conflicts, and balance workloads across multiple projects. The platform also supports project forecasting, time tracking, reporting, and capacity planning, helping businesses make informed decisions about resource utilization and project delivery.

Teams can collaborate on schedules, update assignments, and track progress while maintaining visibility into deadlines and budgets. Float is particularly useful for agencies, professional services firms, consulting companies, and growing teams that manage multiple projects simultaneously. By bringing resource planning, scheduling, and time tracking together, Float helps organizations improve productivity, reduce bottlenecks, optimize team capacity, and deliver projects more efficiently.

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Screenshots and product photos shared by Float Financial Solutions.

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Company Information

Toronto, Ontario, Canada
Vision

A world where Canadian businesses stop exporting their financial operations to US tools and legacy banks — where cards, bill pay and yield live in one platform built for Canada's rails and currencies.

Mission

We build modern business finance for Canadian companies — corporate cards, spend management, bill payments and high-yield accounts in CAD and USD — replacing bank friction with software.

Leadership team

Meet the leaders shaping our vision, product, and growth.

No leadership team has been added for this product yet.

Compliance

Our certifications and compliance frameworks that keep your data safe.

ISO 27001
SOC 2 Type II

Pricing

All plans include core features. Per month, billed annually.

Essential
$0/month
  • Free forever
  • Unlimited virtual cards
  • Up to 20 physical cards
  • Bill pay, reimbursements and yield
  • Credit limits up to $3M⁵
  • 0.25% FX rates
Professional
$10/user/month
  • Includes 10 active users
  • CA$10 per additional active user
  • Advanced workflows, unlimited physical cards, NetSuite
  • Delegate access
  • Advanced accounting integration with NetSuite Active user
  • Float Intelligence, including the transaction coding agent
Enterprise
Custom/user/month
  • Dedicated support, custom controls and API
  • Custom pricing and rewards
  • Team training and advanced workshops
  • Custom implementation and data migration
  • Premium support and access to new features
  • Dedicated Customer Success Manager

Features

All capabilities grouped by category.

Cards

  • Physical and virtual cards in CAD and USD
  • High limits without personal guarantees
  • Smart controls and merchant locks
  • 1% cashback past monthly threshold
  • No FX fee on USD card spend

Spend management

  • Receipt capture and auto-coding
  • Approval workflows and policies
  • Reimbursements
  • Bill payments and vendor payouts
  • Subscription tracking

Banking and platform

  • High-yield business accounts
  • Same and next-day transfers
  • QuickBooks
  • Xero and NetSuite sync
  • Multi-entity on higher plans
  • API on Enterprise