Introducing… Onboarding Guide

Float has had a bit of a makeover with several new features over the past 6 months, so we’re introducing each one in a separate article here. Keep your eye out for the next one!


We wanted to improve the onboarding flow for new users and walk them through the basics step by step. We have now implemented a new onboarding guide to help users feel more comfortable with Float. Among other explanations, It goes through the steps for setting budgets.

New features - Float Onboarding

One step of the Float onboarding process, which now takes new users through all the steps required to set up their cash flow forecast.

Harriet Phimister

All about partnerships and marketing at Float Cash Flow Forecasting.