PARTNERSHIPS
For partners who mean business
Whether you're a professional services firm, affiliate or technology partner, Float gives you one platform to manage your clients’ financial operations while scaling your own operations. More value for your business. More value for theirs.
Why partner with Float?
Client benefits
Offer your clients a trusted path to Float with partner-exclusive offers and priority onboarding.
Month-end in minutes
Help clients close up to 8x faster with automated workflows that reduce manual work and free up your team’s time.
Grow your firm
Enjoy Float’s Professional plan for free, unlock exclusive partner rewards, and expand your network with Float’s upcoming Partner Directory.
White glove support
Access dedicated support and onboarding resources to ensure your firm and clients fully maximize the value of Float.
Professional services
From accountants to bookkeepers to fractional CFOs, you’re on the cutting edge of finance solutions and use Float to streamline not only your own operations, but also for your growing client base.
Affiliates
You know your audience trusts your recommendations. Whether you're a creator, consultant, or financial platform, Float's affiliate program makes it easy to earn when you refer businesses that are ready to modernize their finances.
High-growth firms
From seed-stage startups to VC-backed scaleups, Float is built to grow with you. Get the cards, accounts and spend controls you and your portfolio of companies need to move fast—without outgrowing your finance stack.
Find a partner who knows Float inside and out.
Or become one.
Browse Float-vetted firms by service and specialty. Or join the directory and get discovered by thousands of Canadian businesses.
What partners say after joining Float
Loved by partners and their clients
Apply to be a partner today in less than 2 min.
We have direct, native integrations with QBO, Xero and NetSuite. For other ERPs, we offer an API and robust custom CSV export functionality that lets you import Float transactions.
Create rules within Float to automatically apply tax rates to your transactions. Tax rates can incorporate both federal and provincial taxes.
Yes! With our direct integrations, you can sync your GLs, vendors and tax codes. Each integration includes some additional fields for coding transactions.
When your client classifies you as a Bookkeeper on Float, you have access to transaction data and accounting settings but cannot manage card limits, bank funding sources or receipt requirement policies. This status allows you to complete common bookkeeping duties while providing comfort to your client on access controls. For some clients, they may instead prefer to classify their bookkeepers as Primary Administrators. It depends on the nature of your relationship with them.
Float’s Accounting Workboard automates transaction export and reconciliation into your client’s accounting system, while surfacing anomalies and saving you substantial manual effort.
Float is based in Toronto, Canada and built for Canadian businesses, expertly handling complex provincial and territorial tax and accounting nuances.
Float builds deeper and more advanced accounting workflows that are well suited for scaling businesses. Float saves companies an average of 7% of their total spend and closes books up to 8x faster.