Resources

It’s only required reading if you’re looking to level up your business knowledge. Check out our assortment of financial tidbits and case studies to see how Float can make things easier for your business.

💡 Looking for information on how to troubleshoot features in your Float account?
Visit our Help Centre for access to even more instructional articles and guides.

Float News

Float secures C$50 million in financing to accelerate growth  

In partnership with Silicon Valley Bank (SVB), a division of First Citizens Bank

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Float News

Save 7% on your Spend with Float

We asked over 200 customers across Canada how Float helps them save time and money. The results are in!

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Product Education

A Better Way to Manage your Company Subscriptions with Float

Learn how to audit and manage your company software subscriptions with Float

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Case Studies

Seeking a Modern Solution: Fresh Tracks Canada Explores New Ways to Manage Spend

The travel agency turned to Float to drive efficiencies while empowering teams to spend across the company.

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Product Education

Get export-ready faster with Float’s Accounting Workboard

Save on time and unwanted spend each month-end as you close the books.

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Uncategorized

Year-End Product Roundup

Tackle your biggest priorities with our latest releases, so you can get more time back for what really matters.

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Product Education

Find Efficiency with Float’s Accounting Hub

A dedicated space to quickly review, automate, and export transactions at scale.

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Product Education

Get Fast Transfers to Float

Reliable access to funds in Float with fast one business day transfers.

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Float News

Introducing the Float Mobile App

Take your business spending on-the-go. Request new cards and reimbursements, capture receipts, and understand your spending power at a glance.

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Product Education

The Month-End: November

What’s new at Float? Last month we launched our new Notifications Centre, earnings for Float Yield took effect, and we received our PCI-DSS certification. Read about it here.

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Float News

PCI-DSS: From Compliance to Certification

Learn about our dedication to safeguarding sensitive data with our recent PCI-DSS certification audit and new spend control features.

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Animation of 4%

Float News

Float Launches Canada’s First High-Yield Product To Help Canadian SMBs Navigate Inflation Challenges

Earn up to 2.7x the interest rate on CAD and USD balances vs traditional banks

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Product Education

The Month-End: October

What’s new at Float? Last month we expanded access to Transaction Splits, introduced new custom features to the Accounting Hub, and announced our much-anticipated mobile app. Catch up on these latest game-changers.

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Float x Fresh Prep Spend Management Case Study

Case Studies

Feeding Efficiency: Fresh Prep Scales Their Spend Management with Float

As the meal-kit provider expanded operations, they turned to Float for a scaleable solution to manage company spend and empower employees nationally.

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Float x SPI Logistics Spend Management Case Study

Case Studies

SPI Logistics Chose Float to Bring Their Vendor Payments Into the Digital-Age

How the leading logistics firm saves thousands per year (while tackling risk) by digitizing their vendor payments.

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Product Education

The Month-End: September

What’s new at Float? Last month we revamped the Accounting Hub, enhanced our customers’ funding experience, and introduced Reimbursements. Catch up on these latest game-changers.

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Float x Black Feather

Case Studies

Black Feather Does Expense Management Differently with Float

How a Canadian wilderness adventure company transformed their expense reimbursement process with smart corporate cards for the whole team.

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Float News

New! Simplify Employee Reimbursements with Float

Simplify your team spending by keeping it all in one place (including employee reimbursements).

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Float News

My Float Face

Our new brand campaign focuses on the range of positive emotions people feel when using Float.

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General Topic

3 Ways to Simplify Corporate Spend with Mobile Wallets

Learn how to enable team spend (with control) through smart corporate cards integrated with mobile wallets.

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Float News

Control Employee Expenses with Float’s Latest Features

From Dynamic Approvers to a new HRIS Integration, Float’s latest features were built in Canada with ❤️

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Product Education

What Makes Float Uniquely Canadian

Learn what sets Float apart as the modern business spending platform for Canadian finance teams.

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Float News

It’s Official – Float is SOC 2 Type 2 Certified

Learn about our commitment to security and trust at Float with our recent SOC 2 Type 2 compliance audit and new spend control features.

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Float smart corporate cards

Product Education

Introducing Float Cards 2.0

Meet the next generation of Float Cards that let you top-up card balances as purchases need to be made for worry-free company spending.

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Float's Savings Insights

Product Education

Spend Less with Float’s Savings Insights

Get monthly suggestions on how to cut waste and save money on your company’s software spending.

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Graph showing Float results

Float News

Float’s Revenue Quadruples in Strongest Year Yet

Float now serves thousands of customers, processing over 140k transactions monthly.

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Float News

Get financial visibility with Float’s latest Reporting feature

Make data-driven decisions that drive savings with real-time visibility into company spending.

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Float News

New! Transaction splits 

Easily split card transactions and allocate different amounts to different accounts directly in Float ✂️

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Float log and PolicyMe logo

Case Studies

PolicyMe Turns to Float for Smarter Spend Management

PolicyMe needed a solution that gave them greater power and oversight over spending in their organization.

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Product Education

Introducing Merchant Controls

Issue cards to employees worry-free by limiting their transactions to approved merchant categories.

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Product Education

Maximizing Security with Float: 5 Proven Tips

Our Risk team’s round up of important tips to help keep your account and cards safe.

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Float News

Float’s 2022 Product Roundup

As we close the books for 2022, it’s a great time to look back on what was accomplished and to create goals for the year ahead. 

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Case Studies

How Athennian Streamlines, Simplifies and Scales with Float

With a lean finance team and rapid employee growth this past year, Athennian knew they needed to level up their internal spend and expense management process.

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Float News

Introducing Canada’s smartest corporate card for USD spending

Corporate spending just got a whole lot easier! You can now easily manage your USD and CAD transactions all in the Float platform.

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Product Education

How Float Simplifies Financial Audits

Audits don’t have to be spooky. 👻 Our automated financial controls are designed to set you up for success and make this commonly dreaded process a lot less stressful.

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Product Education

How Float makes expense reports a thing of the past

Wondering how to submit your expense reports in Float? Hint: You don’t! 😉 We’ve got something better and more efficient for you.

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Float News

Introducing Retained Learnings

Hosted by Float CEO Rob Khazzam, our new podcast features interviews with forward-thinking Canadian finance leaders

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Product Education

3 signs your company is outgrowing its accounting software

Out with the old and in with the new! Allow us to introduce you to Enterprise Resource Planning.

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Float News

New! SAML SSO login for Float

Set up SAML Single-Sign On for improved account security with Float.

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Float News

New! Sync your expenses and receipts from Float to NetSuite

Float allows you to export transactions already coded and embedded with receipts directly to NetSuite.

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Case Studies

How Forma.ai Found True Financial Autonomy With Float

When a single corporate credit card could no longer cut it, Forma.ai turned to Float and began to experience financial autonomy once and for all.

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Product Education

Stop Chasing Employees for Receipts

You can finally slow down and stop chasing your employees! Float is putting an end to missing receipts and massive submissions at month-end.

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Guides

Guide to Modern Expense Policies

Learn how Float can help you create and implement expense policies that stick

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Case Studies

How Klue Found Its Way to Better Spending

An interview with Adrian Pape, VP Finance at Klue.

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Float News

Dynamic Duo: Submission and Approval Policies

Use Float to automate your company’s expense policies for greater financial control.

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Product Education

How Float Helps Marketing Teams Spend Smarter

Learn how Float can help your marketing teams better manage their spend.

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Float News

Float’s New Smart Corporate Cards Are Here!

Looking for a smarter, more professional way to spend? Float’s new smart (physical) corporate cards have arrived!

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Industry Insights

New Survey Reveals Pain Points in Spend Management

Angus Reid survey of Canadian Finance leaders reveals operational bottlenecks

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Product Education

5 Ways Float Saves Your Business Money

Float is more than a corporate card – it’s a complete spend management platform for keeping your business spend in line.

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Product Education

A Guide to Setting Up Teams and Multi-level Approvals

Use Float’s Team Management feature to set team-level and multi-level approval policies.

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Product Education

How It Works: Float’s QBO Integration

Float offers a powerful two-way integration with QBO.

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Product Education

Float Bookkeeper Guide

If you are a Bookkeeper that has a client (or hopefully clients!) using Float, this guide is for you! Learn about how to export Float transactions to your accounting software.

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Industry Insights

Why Better Corporate Spending Starts With Strong Policies

They say if you follow all the rules, you miss out on all the fun. But when it comes to your financial policies, you’ll want to ensure your team knows every single one!

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Case Studies

Float and Letterbox Doughnuts Make for the Sweetest Combo

Letterbox Doughnuts was growing fast, but with all that dough coming in they needed a solution to keep up a pace with all their expenses. Donut worry, Float saved the day!

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Product Education

Why You Should Create a Separate Card for Each Vendor

Overcharged and Overwhelmed? Not on our watch. Float has designed a feature that allows you to easily manage transactions from ALL your vendors.

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Product Education

3 Float Hacks You Should Know

Ready to level up your experience with Float? Don’t go anywhere – we’re about to let you in on all the tips and tricks.

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Case Studies

Porta meets Float: A recipe for success

Finding the right corporate card when you’re launching a DTC startup can be challenging, but Porta avoided the hassle when they found Float.

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Industry Insights

Back at It Again With Crazy Expense Write-off Attempts

We’re back with more insane expense write-offs submitted by a very ambitious group of employees.

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Case Studies

Blue J Secures Corporate Spending With Float

Blue J was in search of speed, security and smarter spending processes and Float checked all the boxes.

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Product Education

Better Expense Management with SMS Tracking

In a perfect world, expense management would be as easy as a simple text. And at Float, that’s exactly the world we’re living in! 😉

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Industry Insights

3 Common Misconceptions About Corporate Cards

We’re here to clear the air on some of the most common misconceptions around corporate cards so you can spend smarter and scale. 🚀

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Float News

Product News: Introducing Float’s Slack Integration Feature

What if we told you that issuing corporate cards, requesting spend approvals and managing corporate expenses across departments was all possible at the click of a button?

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Case Studies

Nerva’s Accidental Find Turned Treasure

After stumbling across an ad, Nerva quickly became a proud user of Float. Now, they’re saving more time than ever before and have access to all the corporate funds they need.

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Product Education

Closing Your Books Faster at Month End

Float’s management software helps users effectively manage their corporate spending and closing books faster by providing automation, collaboration and integration.

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Case Studies

The Ultimate Trade: Coinberry Leaves Amex for Float Spend Management

We sat down with Jerry Lin, VP of Finance at Coinberry, a crypto trading platform that gives Canadians a safe and reliable way to purchase and sell their cryptocurrency.

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Product Education

How Float Promotes Greater Transparency in the Workplace

Whether you’ve been in business for 30 years or are in the early stages of a startup, financial transparency on spend management and budget tracking is always a top priority – especially when it comes to spending.

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Product Education

Spring Cleaning Your Finances With Float

Spring has sprung! Out with the old and in with the new – starting with your spend and expense processes.

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Case Studies

Float: Helping Your Scaling Startup Spend Properly

Imagine having a growing startup with only one corporate card that was maxed out every other day? That’s no proper way to spend for any company on the rise.

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Product Education

A Quick 1:1 With Float’s Own Finance Manager

Hi, I’m Jennifer McNamee. 👋🏼 The Finance Manager at Float who handles all of the corporate cards floating in our company.

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Case Studies

Float: Giving Clutch a Better Way to Spend

At Clutch, bookkeeping and reconciliations have never been easier – all thanks to Float.

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Industry Insights

Three Startup Challenges You Should Axe This Year

We’re always up for a good challenge. That’s why when we see Canadian SMEs struggling to spend smarter, Float’s ready to step in.

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Industry Insights

A Few Ways To Show Some Love To Your Finance Team

It’s February and love is in the air, and you know who needs it most? Your finance team.

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Industry Insights

Why You Need a Better Way to Track Employee Receipts

Tracking receipts. It can feel like climbing Everest – unless you’re doing it the right way.

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Product Education

3 Signs Your Team is Ready For a Float Card

Ideas are flowing💡, the team is growing👫 and you need a better solution to manage and track your spending.💸 You’re in the right place.

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Industry Insights

A First-Class Ticket to Managing Corporate Travel Expenses

Managing travel expenses is not exactly a “vacation.” In fact, if finance teams are doing things the manual way, the entire department may need a real getaway to recover from it all.

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Industry Insights

The Most Bizarre Business Expenses Ever Submitted

Are you in for a good laugh? Read along for some of the funniest, most outrageous business expenses ever submitted – some that were even approved!

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Product Education

A Closer Look at Float’s Professional Plan

Permissions, Team Management, Multi-Level Approvals and more

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Industry Insights

Three Ways to Engage Your Virtual Team This New Year

With more people shifting to a hybrid work environment and virtual teams spanning the globe, managers need to take those extra steps to keep everyone engaged, connected and on the ball this new year!

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Industry Insights

What Is a Decentralized Organizational Structure?

We’re seeing a spike in companies moving away from a centralized structure to a more decentralized one. When decision-making is shared, amazing things can happen. Here’s why.

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Industry Insights

Why Virtual Cards Are More Secure Than You Think

Virtual cards. What are they?

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Industry Insights

Let’s Make Smarter Spending Your 2022 Resolution

Manual spend management tools are time-consuming and prone to error. With a near year around the corner, it’s time for a fresh start! Allow us to introduce you to a better, more efficient way to track and manage your spending with smart spend software and virtual corporate cards.

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Float News

Upcoming Release: Team Management

One of the biggest platform upgrades in Float’s history is almost here and we are excited to let you in on all the fun. Drum roll please… 🥁

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Product Education

Say Goodbye to Year-End Headaches With Automated Expense Software

The whole point of year-end accounting is to ensure that your financial data is up to date and recorded correctly. So why are so many companies sticking to archaic year-end processes that do more harm than good?

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Product Education

Holiday Spending with Float

It’s the most wonderful time of the year! The holiday season is upon us and our team at Float is excited to reflect on this past year, celebrate our milestones and prepare to hit the ground running in 2022. 💪

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Float News

Announcing Float’s US$30M Series A Financing

We’re excited to announce that Float has closed US$30M in Series A financing led by Tiger Global.

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Industry Insights

It’s Time to Wave Goodbye to Expense Reports. Here’s Why.

Startups are growing at high speed and the last thing they need is something to bog them down. That’s why startups across North America are beginning to see the value in eliminating time-consuming, manual processes and making way for more innovative and efficient tools.

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Industry Insights

How to Create a Healthy Budget For Your Startup

The way you budget determines the survival of any startup. It’s the key to innovation, growth and expansion and should be at the top of everyone’s list.

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Industry Insights

Why Is It Important to Track and Control Your Expenses?

Properly managing your expenses today is one step startups can take to protect their future.

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Industry Insights

How Startups Can Effectively Scale Their Teams

Demand is increasing, revenue is flooding in and your startup is on the path to unwavering growth. Now’s the time to ask yourself, is your team equipped to handle growth at full speed?

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Industry Insights

Why You Should Split Your Business Expenses From Your Personal Expenses

One of the most common errors new businesses make is blurring the lines between personal and business expenses. Here’s a few (good) reasons to keep them separate.

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Industry Insights

How to Promote a Healthy Spending Culture in Your Company

Financial stability in any organization is the result of having the proper processes, systems, policies and values in place. This is what many refer to as a “healthy spending culture.”

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Industry Insights

Why Expense Management Automation Is a Good Idea

If you’re a company looking to streamline your financial processes, automated spend management software will flip your biggest pain points right on the head.

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Industry Insights

What Is a Financial Controller and What Do They Do?

More recently, many startups are exploring new ways to automate their financial and accounting processes. But, how can they do this?

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Industry Insights

U.S. Software Companies Are Now Charging Sales Tax: How Will This Impact Startups?

If you’re a Canadian startup who often uses U.S.-based software, then you’re probably wondering how this will affect the way you purchase, monitor and record these types of expenses.

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Industry Insights

How Corporate Cards Can Benefit Startup Companies

Many startups often fail due to a lack of capital in their first year of operating. Corporate cards — physical and virtual — serve as a great tool to help startups effectively manage their growth, monitor spending and increase operational efficiency.

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Industry Insights

What are Virtual Cards?

Have your heard about virtual cards? Curious how you can get them in Canada? Checkout this quick read!

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Industry Insights

Still Sharing Credit Card Details over Slack?

Sharing corporate card credentials creates admin overhead, security concerns and makes reconciliation harder.

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Industry Insights

Escape Marketing Excel Hell

Do you still manage your spend on marketing campaigns using excel sheets? Then this is for you…

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Guides

Float vs Concur

Why Canadian finance teams are choosing Float over Concur.

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Guides

Mobile App

Request new cards and reimbursements, capture receipts, and understand your spending power at a glance on the Float mobile app.

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Guides

Float vs Expensify

Why Canadian finance teams are choosing Float over Expensify.

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Guides

Float Yield

Earn 4% on your CAD & USD business balance. No minimums. No lockups.

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Guides

Unified Login

Access Float using a single global login and quickly switch between businesses to manage finances across accounts.

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Guides

Reimbursements Team Onboarding

Download and share this PDF one-pager with your team to get them set up to start submitting out-of-pocket expenses in

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Guides

Reimbursements Quick Start Guide

Download our Quick Start Guide and get your team up-and-running in no time.

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Guides

Reimbursements

Manage all your team spending in one platform. Reimbursements is a simple way for teams to manage out-of- pocket expenses.

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Guides

HRIS Integration

Simplify employee onboarding and offboarding and sync your company’s HR system.

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Guides

Float Integrations

Simplify your spending with seamless banking, HR, and productivity integrations that scale.

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Guides

Transaction Reviews

Learn how to let managers review team transactions after they’re made.

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Guides

Spend Management Guide

Learn how to control your company’s spending with Float’s intuitive spend management software.

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Guides

Bookkeepers Guide

Introducing a simpler way to manage your clients’ spending.

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Guides

Pricing Overview

Pricing plans built for your stage of growth.

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Guides

Float Charge Card

Float offers 30-day terms with no interest in both CAD and USD (conditions apply).

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Guides

CSV Exports

Automate your accounting with Float’s CSV Exports.

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Guides

NetSuite Integration

Automate your accounting with Float’s NetSuite Integration.

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Guides

QuickBooks Online Integration

Automate your accounting with Float’s QuickBooks Online Integration.

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Guides

Xero Integration

Automate your accounting with Float’s Xero integration.

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Guides

Float One-Pager

Share this pdf with your team for a high level overview of Float’s smart corporate cards in CAD and USD.

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Guides

Float Overview

Learn more about Float’s smart corporate cards and spend management software.

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Guides

Float Admin Guide

Learn how to get started with Float as an Admin and simplify your company’s business spending.

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Guides

Moving Spend to Float

The sooner you move spend to Float, the faster you can start saving.

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Guides

Spenders and Managers Guide

Learn how to use Float as a Spender or Manager at your company to request spend and make purchases.

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Guides

Float for Marketing Teams

Introducing a simpler way to manage marketing and advertising spending.

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Your questions,
answered

Float is an easier, smarter way to manage your business spending. Think of it as a combination of no-personal-guarantee corporate cards and intelligent spend management software to help you automate, control, and manage your company’s spending.

Float customers have access to physical and virtual corporate cards in both USD and CAD. Once you issue cards to employees, Float will collect receipts after every transaction. Each transaction is then automatically coded and matched with its receipt, ready to export to your accounting software.

Just like a ‘regular’ corporate card, our cards are used around the world anywhere VISA and Mastercard are accepted. With accounts in both CAD and USD, it’s easy to switch between the two currencies when you need to.

Physical and virtual cards work essentially the same way! Virtual cards act the same way as physical cards, in that you can use them for any spend where you need to enter in a card number. Virtual cards can be created instantly whenever you need them, and are perfect for online expenses like recurring expenses or ad spends. Both virtual and physical cards are linked directly to Float software with individual card controls to help manage spend.

Float offers personalized payment terms based on your business’s stage of growth. With Float’s Pre-funded CAD and USD cards, your limits = your bank balance. You can connect multiple bank accounts in CAD or USD, and even set up automatic top-ups to ensure your cards never run out of funds. With Float’s Charge card (CAD and USD), you can apply for up to $1M in unsecured 30-day credit terms that you can automatically pay down throughout the month.