AI & AUTOMATION
Your finance team, minus the manual work
Automate the jobs your finance team does every month: receipt chasing, transaction coding, month-end close—so they can focus on what actually matters.
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ACROSS EVERY WORKFLOW
One intelligence layer, hundreds of ways to save time
Float Intelligence learns your patterns, enforces your policies and keeps your books clean, while keeping your team informed. Full visibility. Final say. Always yours.
Hours back, every month
Receipt matching, transaction coding, reconciliation and much more. Float Intelligence runs across every workflow and saves your team hours every month.
Built for Canadian businesses
Float Intelligence is built for how your business actually operates. With Canadian tax rules, accounting patterns and compliance realities accounted for from day one.
Secure by design
Float runs inference entirely within its own cloud infrastructure. Your data is never sent to third-party model providers.
The fastest way to go from spend to close
No more guessing GL and tax codes. Float handles the first pass, your team handles the exceptions. Coverage expands. Precision compounds. Month-end closes faster.
95% suggestion accuracy
95%+ accuracy right out of the box, so your finance team spends less time reviewing and more time on work that actually matters.
Learns your patterns, not everyone else’s
Every business gets its own model, calibrated to that specific chart of accounts and coding patterns. That's why the model outperforms general-purpose LLMs by 28%.
Accuracy before autonomy
Only acts when it’s sure. When confidence isn’t high enough, it flags for review instead of guessing. Every decision is documented and auditable.
Never chase another receipt again
Drop a receipt. Float reads it, parses it, matches it to the right transaction. No follow-ups from finance.
Collect
Text, email, upload to the Float platform or mobile app. One at a time or in bulk. Float picks them up the moment they arrive.
Extract
Float reads the receipt so your team doesn't have to. Merchant name, date, amount and tax pulled automatically. Handles paper receipts, digital invoices and email confirmations.
Match
The right receipt. The right transaction. Every time. Matched based on merchant, amount and date. No manual pairing. No follow-ups from finance.
MORE AUTOMATIONS
Intelligence built in. Not bolted on.
Float intelligence is woven into every workflow, from the moment a receipt is uploaded to the moment a bill is paid. Your team handles the decisions. Float handles everything else.
Reimbursements autofill
Upload a receipt for your expense. Float auto-populates the report—amounts, dates, vendors, tax. No manual entry.
Automatic receipt matching
Upload a receipt for your expense. Float auto-populates the report—amounts, dates, vendors, tax. No manual entry.
Bill pay autofill
Employees upload receipts and Float matches them to the right transaction. No manual pairing. No follow-ups from finance.
Duplicate bill detection
Float flags repeat bill payments before they go out the door. Your team catches duplicates before they become problems.
Repeat vendor autofill
Float detects repeat payments and pre-fills with previous bill credentials. Same vendor, same details. No re-entry.
Suggested values & rules
Float automatically suggests transaction coding rules for cards and merchants to streamline transaction coding across the board.
Trusted by 7,000+ Canadian businesses
Built for Canada. Period.
Not imported. Not localized. Float is business finance designed to address the unique realities of running a Canadian business, including taxes, currencies, regulations and more.
When finance flows,
business grows.
Float Intelligence automates your highest-effort finance workflows, so your team closes faster, spends smarter and Never. Chases. Another. Receipt.
Float Intelligence is the AI and automation layer built into Float powering everything from transaction coding to receipt matching. Some features are rule-based. Others use AI that learns from your team. All of them cut manual work from your finance workflows.
Float is SOC 2 Type 2 and PCI-DSS compliant, meaning we abide by the highest standard of security in the storage, processing and transmission of cardholder data.
Float runs AI models hosted within our own AWS infrastructure through Amazon Bedrock. Customer data is never sent to third-party AI model providers. All inference happens within Float's secure cloud environment, subject to the same encryption, access controls, and compliance standards that govern the rest of Float's platform.
Nothing touches your books without your approval. Every AI suggestion is visible before it syncs. You review, approve or override. Float handles the work. Your team makes the decisions.
Yes. Float's coding engine is calibrated on real Canadian transaction data. It recognizes GST, HST, PST and QST and applies the correct tax treatment based on your province and merchant.
Most Float Intelligence features are available to all customers, however, transaction autocoding is currently only available for Professional and Enterprise users.
No. Float intelligence works in the background from the moment you start using the platform. There's nothing to configure or install. Set your coding rules and preferences once and Float handles the rest.
Float's AI is task-specific. It matches receipts, codes transactions and populates invoices. It doesn't improvise or generate content. A separate confidence model gates every suggestion. If the agent isn't sure, it stays quiet.