Float Financial - Financial Management Tool

Float Financial

Float Financial

Founded by Rob Khazzam in 2019

Manage corporate cards, expenses, and bill payments for Canadian businesses

Cost

Free Tier, Paid

Rating

People love it

Time to value

Quick Setup (< 1 hour)

You can use Float to issue unlimited corporate cards with spending controls, manage employee expense reimbursements, pay bills globally via wire or EFT, and earn interest on business account balances. It auto-matches receipts to transactions using AI trained on Canadian tax codes, exports directly to QuickBooks, Xero, or NetSuite, and lets you convert between CAD and USD at rates well below bank fees. Designed specifically for Canadian compliance, taxes, and regulations.

What Float Financial does

Create and distribute virtual corporate cards to team members instantlySet per-card spending limits and category restrictions before purchases happenAutomatically send receipt reminder notifications to employees after transactionsCode transactions with GL and tax codes using AI and export to accounting softwarePay vendor invoices via EFT or wire transfer from your business accountConvert CAD to USD at low-fee exchange rates for cross-border purchasesReview and approve employee reimbursement requests in one dashboardGenerate spend reports across all cards and cost centers for month-end closeIssues unlimited physical and virtual CAD and USD corporate cards in seconds with built-in spending rulesAI trained on Canadian transactions automatically matches receipts and assigns GL and tax codes with 95%+ accuracyBusiness accounts earn high-yield interest on both CAD and USD balances with CDIC insurance coverageConverts CAD to USD instantly at rates up to 90% cheaper than traditional banksPays bills globally via wire transfers and free EFT/ACH directly from the Float accountDirect export of coded transactions to QuickBooks, Xero, and NetSuite for fast month-end closeApproval workflows and spending controls can be set before any spend happensMobile app lets employees capture receipts, view card balances, and request spend approvals

Pricing breakdown

PlanPrice10 seats / yr
Essentials$0
Professional (per user)$10.00 / mo$1,200

Annual estimates assume continuous billing at the listed list price. Volume discounts typical above 50 seats.

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