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Your No-code and AI Automation PartnerAutomate Cash Flow Forecasting with Float
Integrate A/P, A/R, payroll, and bank data to automate cash flow forecasts using Float or Spotlight Reporting with Make for precise financial insights.
When a New Data is Available
1. Receive Updated Accounts Data
Automatically pull A/P and A/R data.
Import Data
2. Sync Payroll Information
Integrate payroll schedules with projection.
Fetch Balances
3. Retrieve Bank Balances
Get real-time bank balances for forecasting.
Process & Calculate Forecast
4. Generate Cash Flow Forecast
Compile data for future cash modeling.
Update & Generate Reports
5. Create Detailed Financial Reports
Prepare reports for stakeholders with projections.
- Repeat -
Automation Benefits
Streamline Your Financial Operations
Experience significant enhancements in your financial practices with automated cash flow forecasting.
Reduce Manual Errors
Automation eliminates human error, ensuring data integrity.
Enhance Reporting Speed
Generate and access financial reports more quickly and efficiently.
Improve Liquidity Management
Proactively manage cash reserves and increase financial stability.
Facilitate Informed Decision-Making
Accurate forecasts aid in strategic planning and business growth.
Boost Operational Efficiency
Streamline financial processes for better resource allocation.
Secure Competitive Advantage
Advanced financial insights offer a strategic market edge.
Features
Powerful Features for Accurate Forecasting
Equip your business with precise forecasting capabilities by integrating multiple financial data sources automatically.
- 1Automated Data Integration
Sync A/P, A/R, payroll, and bank balances seamlessly.
- 2Accurate Cash Flow Projections
Combine essential financial indicators for precise forecasts.
- 3Real-Time Financial Insights
Access up-to-date financial health insights at any time.
Outcomes
Achieve Financial Precision and Confidence
Transform financial operations with automated cash flow forecasting, leading to improved decision-making and business growth.
40+
Saved Time on Manual Entry
95%
Improved Forecast Accuracy
3x
Faster Decision Making
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FAQ
FAQs on Cash Flow Forecasting Automation
Get answers to common questions about automating your cash flow with Float, Spotlight Reporting, and Excel integrated via Make.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.