Float vs Trovata Cash Forecasting
Float
floatapp.comTrovata Cash Forecasting
trovata.ioSide by side
| Figure | Float | Trovata Cash Forecasting |
|---|---|---|
| Price from | $105/mo | $2/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 9 | 1 |
| Spec score · Cash Forecasting Software | 7.8 (#12) | 7.1 (#20) |
| Founded | 2012 | 2016 |
| Headquarters | Edinburgh, Scotland | San Diego, California, United States |
| Integrations | Float currently integrates with Xero and QuickBooks Online, and says a direct Sage Intacct connection is coming soon. | Trovata lists NetSuite, Oracle, FloQast, SAP, Yardi, BlackLine, and Workday among its popular integrations. |
| Intended users | Float describes its product as cash flow management software for growing finance teams and also offers a solution for accountants, bookkeepers, and fractional finance leaders advising clients. | Trovata says it serves treasury and finance teams at companies of all sizes, including enterprises with complex global treasury operations. |
| Purpose | Float turns data from connected accounting software or ERP into a rolling cash flow forecast for finance teams. | Trovata provides enterprise cash forecasting and liquidity management for global treasury teams using bank and ERP data. |
| Security | Float lists encryption in transit and at rest, multi-factor authentication, role-based access, and independent auditing to the UK government-backed Cyber Essentials standard. | Trovata says it uses encryption, multi-factor authentication, and regular security audits to protect data. |
| Support | Essentials and Growth include email and live-chat support; Scale adds priority support and a named contact. | The base package includes 3–5 hours of live training and unlimited in-app technical support. |
Plans
Float
- Essentials$130 a month
- Growth$265 a month
- Scale$389 a month
- Essentials (annual)$105 a month
- Essentials (monthly)$130 a month
- Growth (annual)$215 a month
- Growth (monthly)$265 a month
- Scale (annual)$315 a month
- Scale (monthly)$389 a month
In their own words
Float
Float turns data from connected accounting software into rolling cash flow forecasts for finance teams. It offers weekly and 13-week views, plus monthly forecasts that extend up to three years on Growth and Scale. Users can adjust income and costs, model scenarios and estimate new-hire costs before committing. Float shows invoices and bills with expected payment dates based on when clients actually pay. Its current accounting integrations are Xero and QuickBooks Online; a direct Sage Intacct connection is described as coming soon. Float does not connect directly to banks: bank transaction data comes through the connected accounting platform. Data syncs every 24 hours, with manual sync also available. Teams can comment on budget lines, invoices, bills and payments, tag colleagues and receive mention notifications. Admin, Editor and Viewer roles govern access. Float lists encryption in transit and at rest, multi-factor authentication, role-based access and independent auditing to the UK government-backed Cyber Essentials standard. The web service has no free plan; pricing starts at $105/mo (annual), with a 14-day trial. Essentials forecasts up to 12 months; Growth and Scale cover 36 months.
Trovata Cash Forecasting
Trovata Cash Forecasting has no write-up on Specifiction yet; its figures are above.