Your Float transactions in Xero in seconds

Close your books 5x faster every month. Save time with automatic categorization, bulk edits, custom fields, and automated receipt collection and matching - no more expense reports.

Peoples GroupVisaFunds

Trusted by

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Partnership with Xero

Monthly closing has never been easier

Sync Vendors, Chart of Accounts, Tracking Categories, and Taxes. Export all of your transaction at the end of the month with a press of a button.

Try Xero for Free

Integration

Float performs a two-way sync with your Xero account importing accounting data and exporting categorized transactions.

1. Sign up

Sign up for Float account

2. Connect

Settings > Manage Accounting Connection > Xero

3. Sync

Float automatically syncs all of the accounting data from Xero

4. Export

You can export all your transactions to Xero

What is Xero?

Xero is online accounting software that lets you run your business easily and efficiently.

Up-to-date cash position

Know how you’re doing financially with secure daily updates from your bank accounts and a clear visual dashboard.

Get paid faster and improve cash flow

Easily create and send invoices with online payments and automated invoice reminders for faster payment.

Run your business from anywhere

Access your business finances anytime, from any internet-connected device, and use the Xero app for iOS and Android.

Connect and collaborate anytime

Invite your team and your advisors to work with you in real time from home, office, or on the go using the mobile app.

Your questions, answered

What is Float?

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Float is a combination of no personal guarantee Visa corporate cards issued by People's Trust and an integrated spend management software suite to help you control your spending and manage cards.

How do Float Corporate Cards work?

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Float customers have access to virtual and physical corporate cards issued by Visa. Float cards, just like all Visa credit cards, are accepted around the world. Your Float cards will work anywhere Visa is accepted.

How do Float limits work?

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Your Float limits = your bank balance. Float cards integrate directly with your bank account and automatically maintain your desired balance on your cards.

How to apply in 5-minutes?

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Applying for Float takes less than 5 minutes, and you will get your account credentials instantly after you complete the onboarding form.

What information do I need to apply?

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You need to provide us with a legal business name, your home address, and your date of birth. We do not perform any hard credit checks and only use your information to validate your identity.

Does Float integrate with Accounting Software?

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Yes, we have native two-way sync with QBO and Xero and support exporting into Netsuite and Sage.

Cashback? How does that work?

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Get 1% cashback on all purchases made using Float cards, plus get other great perks.

Does Float charge FX fees?

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No, Float doesn’t charge any FX fees so that you can spend worldwide with no additional fees.

Spend time and money
where it counts

Get high-limit, no personal guarantee Corporate Cards and forget about month end reconciliation and out of pocket expenses.