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Finance AI Index
Index › Products › Float · October 2026 Edition
5 categories · Ranked

Float

161Judge labels
33First choices
26Negative labels
14 / 14Models named it
5Categories
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Best standing
35% in Cash flow forecasting for small business buyers
Rank 2 of 101 in the mid-market standingaccepted challenger
0 of 14 models made it the first choice on the direct prompt; 22% of its 36 labels there were negative.
What the models named instead of Float →
By buyer segmentStrongest at small business.
In cash flow forecasting · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Float for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrantSince September 2026
Cash flow forecastingTreasury and cash8%2 of 10122%36accepted challenger▲+5Since September 2026: 4% → 9%, +5 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Corporate performance managementPlanning and analysis0%28 of 990%3under 10 labels · led by Planful at 22%newNew since September 2026: not ranked then, 0% now.
FP&A platformsPlanning and analysis0%28 of 740%2under 10 labels · led by Planful at 20%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial modeling and scenario planningPlanning and analysis0%32 of 770%1under 10 labels · led by Microsoft Excel at 14%▼−2Since September 2026: 2% → 0%, −2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Treasury management systemsTreasury and cash0%57 of 1240%1under 10 labels · led by Trovata at 28%goneNot named this edition; 0% in September 2026.

Movement

Since September 2026, Float held within the floor in all five categories: no change cleared 10 points.

Best category · Cash flow forecasting · by segment

Small business▲+3Since September 2026: 31% → 35%, +3 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
35%from 31% in September 2026
Inside the floor by 7 pointsRank 1 of 100, unchanged
Mid-market▲+5Since September 2026: 4% → 9%, +5 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
9%from 4% in September 2026
Inside the floor by 5 pointsRank 7 → 2 of 96
Enterprise=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
0%from 0% in September 2026
Inside the floor by 10 pointsRank 75 → 96 of 97

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
Cash flow forecasting4%9%▲+5Since September 2026: 4% → 9%, +5 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 7 → 2 of 101
Financial modeling2%0%▼−2Since September 2026: 2% → 0%, −2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 14 → 32 of 77
Corporate performance ma0%0%newNew since September 2026: not ranked then, 0% now.New this editionRank 28 of 99, unchanged
FP&A platforms0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 38 → 28 of 74
Treasury management syst0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 33 → 57 of 124

Shares here are read over the models both editions asked, so they can differ by a point or two from the standing above, which counts every model in this edition.

The floor is 10 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. Movement is read over the twelve models both editions asked; GPT-6 Luna, Muse Glimmer 30B joined this edition and are in the standing but not yet in the comparison. How the floor is measured · The editions

By model

How each model treated Float across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.
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ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.511002
GPT-5.4 mini00000
Gemini 3.5 Flash03003
Perplexity Sonar01113
Grok 4.1 Fast02125
Mistral Small10102
DeepSeek V4 Flash02024
Llama 4 Maverick00303
Qwen 3.7 Flash22206
Kimi K201214
GLM 4.7 FlashX11002
MiniMax M2.502002
GPT-6 Luna01102
Muse Glimmer 30B11125

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct21 labels11
Paraphrase24 labels10
Comparative31 labels15not counted in share
Budget-constrained38 labels7
Scale-constrained21 labels5
Negative26 labels4not counted in share
First choiceAlternativeMentionNegative161 labels in all, every segment counted; 33 of the 52 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“If you are a small business using Xero/QuickBooks: Start with Float. It is the most intuitive and affordable way to stop guessing your cash runway.” GLM 4.7 FlashX · Cash flow forecasting · comparative prompt · first choice
“Float is the go-to cashflow forecasting pick for finance teams that need rolling views driven by invoices, bills, and bank activity” Muse Glimmer 30B · Cash flow forecasting · comparative prompt · first choice
“Float is frequently recommended as one of the best cash flow forecasting software options” Mistral Small · Cash flow forecasting · budget prompt · first choice
“with Float and Cash Flow Frog being strong picks for an automated view of your cash position” Claude Haiku 4.5 · Cash flow forecasting · budget prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“products such as Float, Helm, Dryrun, and Cash Flow Frog are described as good within a narrow scope, but they do not produce a full P&L or balance-sheet forecast” Perplexity Sonar · Cash flow forecasting · negative prompt · soft negative
“Float is risky if you are not on Xero/QuickBooks/FreeAgent, need heavy custom reporting, have strong seasonality..."Absolutely hopeless for seasonal business"” Muse Glimmer 30B · Cash flow forecasting · negative prompt · soft negative
“Poor seasonal business support | Float (limited to recent 3 months or manual input...) | Seasonal SMBs—users report it's "hopeless" without custom fixes.” Grok 4.1 Fast · Cash flow forecasting · negative prompt · soft negative
“"Absolutely hopeless for seasonal business as it can only predict income based on the previous 3 months or manual guesstimates."” DeepSeek V4 Flash · Cash flow forecasting · negative prompt · soft negative

Named alongside

The products named in the same answers as Float, over the 161 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Float was named but was not.
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ProductSame answerTook the first choice insteadHead to head
Fathom62 of 1614Not among the top eight
Anaplan47 of 1613Not among the top eight
Workday Adaptive Planning41 of 1612Not among the top eight
Pulse32 of 1615Not among the top eight
Cube26 of 1612Compare →
Vena26 of 1612Not among the top eight
A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Float. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 139 of the 161 answers that named Float and are not a share of its labels.

Domains cited

tesorio.com72
drivetrain.ai67
guideflow.com62
quicken.com56
floatapp.comYour site52
cubesoftware.com47
upflow.io43
g2.com34
worldmetrics.org34
fathomhq.com33

448 of the 500 domain citations in answers naming Float came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Search and answers

floatapp.com ranks 2 on Google for the category's searches. In the answers, Float takes 8% of first choices and Agicap takes 13%.
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In search

Google, US estimates
Position for “cash forecasting tools”
–
not in the top ten
Position for “cash flow forecasting software”
2
Searches for its name, Google
60,500 a month (“float”)
AI search demand for its name, est.
177,387 a month
Organic visits to its site
about 11,199 a month
Searches its site ranks for
498 · 37 in the top three
Sites linking to it
1,384
Paid Google search
No ads found in the estimate; that does not mean it runs none
Ads on GoogleDetailLess
3 ads · 3 text · 2 shown in the last 30 days

First shown May 2023, as The Float Yard Ltd, verified. Ads started 2025-10 to 2026-09: 1 in the year, 2 before.

On Google's pages: 1 2 3

In answers

This edition
Share of first choices
8%
rank 2 of 101 in cash flow forecasting
Segment leader
13%
Agicap
First choices
33 across its categories
Named in
161 answers
Its own site cited
in 139 of the answers that named it

Search figures are US estimates from DataForSEO, read September 28, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.

What it publishes

ShowHide
Addresses on floatapp.com
82
subdomains included
Content
60
counted in the table below
Documentation
0
Product · Integration
0 · 0
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Blog49312026-09-23Cash flow forecasting
Comparison662026-09-02Cash flow forecasting
Case study5undated
How it is countedHide how it is counted

Every page floatapp.com exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. Read September 29, 2026.

Names read as Float

What the judge wrote, as written, with how often. The vendor table decides that these count as Float; a claim can dispute any of them.
Float/Cash Flow Frog 1

Follow Float

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

Float is its own company.
ShowHide

In its own words

Stated by the vendor, not checked
Positioning
Cash Flow Management Software
For
finance team
Price stated
14-day free trial. No credit card required. floatapp.com
Starting price
0 floatapp.com
Free plan or trial
14-day free trial. No credit card required. floatapp.com
Integrations claimed
2 floatapp.com/pricing
Certifications
CyberEssentials
Customers named
Voco ConsultingNetworkologyBLENDInk InnovationSummit 17CFO CentreOFCO
Not stated on the pages read
Hosting

What Float's own pages state, read September 28, 2026: floatapp.com, floatapp.com/pricing, floatapp.com/customers, floatapp.com/integrations. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Float's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Float, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for Float by email, built from the raw record of the edition. It shows:

  • where Float is named, by buyer and by framing, and which cells hold its first choices;
  • the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
  • its vocabulary against the segment leader's, and the pages the models cited;
  • who was chosen in the answers that did not name Float, and every reason the record gives;
  • a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
  • one page of published figures cleared to show a buyer.

A verification link goes to your work email; an address at floatapp.com is approved on the spot, any other is reviewed by hand. Your email is never published. Claiming gives no say over labels, shares, verdicts or which quotes appear.

Badges

Wins only: a badge exists where Float is ranked in a category's top three this edition. Three sizes, one file each, light and dark; the code is under each.
ShowHide

Float is among the products AI models recommend first in Cash flow forecasting this edition. Each badge says so in the buyer's words, names the edition, and links to the standing. The next edition issues a new badge; this one stays true as a record of October 2026.

Wide · 320 × 104 Website, beside other badges
Among AI models' top three in Cash flow forecasting, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/treasury/cash-flow-forecasting/"><img src="https://finance-ai-index.com/badges/2026-10/float--cash-flow-forecasting-wide.svg" alt="Among AI models' top three in Cash flow forecasting, October 2026 Edition, Finance AI Recommendation Index" width="320" height="104"></a>

Copy the code as it is. The link is part of the badge: it points at the Cash flow forecasting standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
Among AI models' top three in Cash flow forecasting, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/treasury/cash-flow-forecasting/"><img src="https://finance-ai-index.com/badges/2026-10/float--cash-flow-forecasting-square.svg" alt="Among AI models' top three in Cash flow forecasting, October 2026 Edition, Finance AI Recommendation Index" width="240" height="240"></a>

Copy the code as it is. The link is part of the badge: it points at the Cash flow forecasting standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
Among AI models' top three in Cash flow forecasting, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/treasury/cash-flow-forecasting/"><img src="https://finance-ai-index.com/badges/2026-10/float--cash-flow-forecasting-compact.svg" alt="Among AI models' top three in Cash flow forecasting, October 2026 Edition, Finance AI Recommendation Index" width="200" height="56"></a>

Copy the code as it is. The link is part of the badge: it points at the Cash flow forecasting standing, where the claim can be checked.

Badges read on light and dark pages. Alt text carries the claim, the category, the edition and the index, so it stays a citation where the image does not load.