What pricing plans are available?
Float offers three pricing plans based on your company’s needs and stage of growth.
- Essential - $0/user/month (i.e. Free!)
- Basics for controlling spend, making payments, and automating month-end
- Basics for controlling spend, making payments, and automating month-end
- Professional - $10/user/month*
- Advanced customization, controls, and credit to grow and scale
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Active user pricing (so you only pay for employees who actually use the platform)
- *starting at $100/month for the first 10 users
- Enterprise - Custom pricing
- Dedicated support and custom solutions to operate efficiently
Float’s plans include the software features you need to simplify your team spend. For a detailed pricing comparison, check out our Pricing page.
When should I update plans?
Float plans are built to scale with you - as your business grows, you may need more support in the following areas:
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🔥 Level of control and customization
- Float plans scale with the level of control and customization required (i.e. more flexible Policies and card controls) and include advanced features to manage spend in real-time
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🔥 Support and Success
- Float plans scale with the implementation and support requirements of the business (i.e. larger businesses need more white glove support to migrate to Float vs. self-serve options for smaller companies)
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🔥 Financial Flexibility
- Float plans scale with the financial flexibility required by the business (i.e. larger businesses need fast underwriting, higher limits, and greater access to credit)
- Float plans scale with the financial flexibility required by the business (i.e. larger businesses need fast underwriting, higher limits, and greater access to credit)
Is there a free trial of the Professional plan?
Yes, all new customers can take advantage of a 90-day free trial on the Professional Plan. This will be automatically applied if you select the Professional Plan upon signup.
How am I charged?
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Essential
- Float’s Essential plan is free! Meaning you will not be charged any subscription fees.
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Professional
- Your monthly fee will be taken directly from your Float balance on the first of each month.
- If you upgrade mid-month, your prorated fee will be taken directly from your Float balance on the date of upgrade, and subsequent monthly fees will be taken from your Float balance on the first of each month.
- You will see the charge on your monthly statement and funds will be deducted automatically from your Float Balance. You can access your Float statement in Float from Transactions > Statement. View your Billing History from Settings > Billing.
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Enterprise
- Enterprise customers are on a custom contract with Float, coordinated via your Account Manager.
- Enterprise customers are on a custom contract with Float, coordinated via your Account Manager.
How do I upgrade or downgrade my plan?
To upgrade your account to Professional email your Account Manager or support@floatfinancial.com. In most cases when you upgrade from Essentials to Professional you will be billed immediately for a prorated amount. Subsequent billing will be on the 1st of every month.
If you're finding that the Professional Plan is not to your liking, you can downgrade your plan at any time. To do so, email your account manager or support@floatfinancial.com with your business name and the reason for the downgrade. Our team will immediately assist in your downgrade. Additionally, you will be refunded on a prorated basis for the remainder of the month, and will not be charged for future months!
If you are a Professional customer who is looking to move to Enterprise and a contract base, email your account manager or success@floatfinancial.com.
Where do I find billing details, invoices, and receipts?
To find your monthly billing details, log-in to floatfinancial.com and head to Settings > Billing. If you would like to download an invoice or view previous monthly charges, this will be the best place to find this information!
How are "active" users defined?
Spenders, managers, AP clerks are active users for a given month if they have done any of the following within that month:
- Spent on a card
- Submitted a reimbursement, spend request or bill pay invoice
- Approved a reimbursement, spend request or bill pay invoice
Bookkeepers and Admins are active users if their user account is enabled.