Getting Started

Registration

• How to Register Your Business with Float
• FAQ for New and Prospective Float Customers
• How to Apply for USD Spend
• Guide to Registering Multiple Business Accounts

Pricing and Plans

• Pricing and Plans FAQ
• Bill Pay and Reimbursement Fees

Business Verification

• Steps to Verify Your Business on Float
• KYB (Know Your Business) Verification for Float Customers
• Business Registration & Verification (KYB) FAQ
• While You Wait: Getting Started While KYB Is Still in Progress
• Understanding your Business’s Legal Structure
• KYB Refresh FAQ

User Verification

• Enhanced Identity Verification (KYC)
• Tips for successful ID verification (Enhanced KYC)
• KYC (Know Your Customer) Verification for Float users
• User Verification (KYC) FAQ
• Will my personal information submitted for KYC be stored securely?

New Administrator Guides

• Setting Up Your Business's Float Account
• How to Start Spending with Float Cards
• Best practices for rolling out Float to your team

Getting Started as an Administrator Videos

• Connecting Your Bank to Float
• Adding and Managing Users in Float
• Activating and Managing Your Float Card
• Submitting Receipts in Float
• Setting Up Approval Policies for Cards & Limits in Float
• Creating Card Submission Policies in Float

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New User Guides

• Getting Started as a Float Spender
• Float Mobile App
• Float Homepage Overview
• Navigating Your Float Manager Account
• Getting Started as a Bookkeeper on Float

Getting Started as a Spender Videos

• Upload Receipts to Float (Web)
• Upload Receipts to Float (Mobile App)
• Requesting a Reimbursement in Float
• Requesting a New Card or a Limit Increase
• Cards Overview