Getting started with Float is quick and simple. Whether you’re registering on behalf of your company or as a bookkeeper for a client, the signup process will guide you through everything you need to set up your account.
Once you’re signed up, you’ll be redirected to the Welcome Guide, where you can verify your business and start exploring Float.
Getting Started:
- Visit welcome.floatfinancial.com
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Fill in form
- Set up MFA
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Complete the Registration Steps outlined below:
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Tell Us Who You Are
- You will be able to select if you are registering on behalf of your company, or if you are a hired bookkeeper registering for a client.
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Where is Your Business Located?
- Confirm your business' address.
- At this time we only support businesses based in Canada and the US.
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A little more about Your Business
- What industry your business is in.
- The accounting software you currently use.
- If you operate in both CAD and USD.
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What would you like to do in Float?
- Select which Float Products you're interested in.
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Pick Your Plan
- Select between our Essentials, Professional or Enterprise Plans.
- For more information on our Subscription Plans, please visit floatfinancial.com/pricing.
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Tell Us Who You Are
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Review and Accept Terms
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- For a full copy of our Terms & Conditions, please visit https://trust.floatfinancial.com/.
- For a full copy of our Terms & Conditions, please visit https://trust.floatfinancial.com/.
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- Login
Success! You have officially registered for an account with Float. You'll now be redirected to our Welcome Guide homepage, where you will be able to start the Business Verification process, explore how to create Float Cards, set up Bill Pay, and more.