You can register new businesses directly within Float.
This guide is relevant to you if:
- You are a bookkeeper, accountant or fractional CFO signing up multiple clients for Float, and you do not have a unique email address for each client;
- You have a single business,\ but wish to connect multiple bank accounts (ie. one per physical site, or one per business line); or
- You have a single business but wish to have multiple accounting connections (ie. one per physical site, or one per business line).
Overview
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Determine the number of accounts that you need to create
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Register your first business at welcome.floatcard.com (or a link given to you directly by an Account Executive).
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Once you’ve registered your first business, navigate to the Overview page of Float.
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You can create additional businesses from within Float by clicking your business name in the top left, and choosing to ‘Create a business’. You will be the Primary Administrator of these new businesses and you will use the same login credentials to access these new businesses.
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Float does not allow a Legal Business Name to be re-used, and so you may need to slightly modify the Legal Business Name for subsequent applications (ie. by appending a location name or number, or another unique differentiator).
- Complete the form and our Business Approvals team will be in touch regarding any addtional requirements!