Float integration that reaches the systems other tools can't.
Connect Float to every system and workflow your business runs on. Turn your Float data into real-time operational intelligence + AI-ready insight.
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Live demo · Claude querying Float + ops via Rayven MCP
Trusted by 240+ teams across Australia + globally
Float is brilliant at what it does. Useless at everything else your data + AI needs to touch.
Float forecasts cash from Xero and QuickBooks, but ERP, billing and pipeline timing sit outside it. Cash-in assumptions land stale, multi-entity cash rolls up by hand, and AI cash scenarios stall when the drivers sit in systems Float does not read.
The integration tool you've already tried probably can't fix it.
SaaS-to-SaaS. Useful, until it isn't.
Connectors for Float, Slack + a thousand other SaaS apps. Cheap + fast for the easy half of integration. Where they hit a wall:
- Accounting ledgers beyond Xero, QuickBooks and FreeAgent that hold invoices and bills
- ERP and billing systems that drive the timing of cash in and out
- CRM pipeline that should shape the cash-in forecast from expected deals
- Bank feeds and payment rails that must reconcile against the forecast
- Data warehouse and AI agents needing live cashflow and scenario signals
ERP, accounting, ops, BI + AI. One platform.
The integration platform built for what other tools can't (or won't) reach - plus an AI data fabric, MCP server + app builder layered on top.
- Float + every ERP, accounting and data warehouse system
- ERP, accounting, data warehouses, CRM, HRIS + custom-built connectors.
- Files, legacy SQL, FTP + custom-built connectors
- Real-time bidirectional sync, tier-aware + rate-limit-safe
- AI Data Fabric, MCP, automation + custom apps included
Float + Rayven: AI, automation + tools that reach every system you run.
5 examples of what Rayven customers run on Float + integrated systems. Built in weeks, not months.
Invoices and bills drive the forecast
Invoices and bills from Xero, QuickBooks Online and billing systems flow into Float as they post. The cashflow forecast tracks real receivables and payables, not a manual estimate.
Pipeline shapes cash-in timing
Expected deals from Salesforce or HubSpot CRM flow into the cash-in forecast. Cashflow scenarios weight pipeline by stage, not a flat guess.
Balances reconcile against the forecast
Live bank balances and cleared payments reconcile against forecast cash positions as they land. Variance between forecast and actual cash shows the same day, not at month-end.
AI-led cashflow scenarios
Every invoice, bill and balance streams into Rayven's data fabric. AI runs cash scenarios, flags shortfalls ahead of time and drafts variance commentary on the cash position.
Cashflow rolls up across entities
Cashflow forecasts and actuals push to the data warehouse and board reporting with entity mapping intact. Multi-entity cash rolls up automatically, not by spreadsheet.
Integration is the start with Rayven.
Here's what comes with it.
Rayven isn't just a Float connector. It's the operational software platform underneath - so once Float is connected, four more capabilities come online by default.
AI-ready data layer (AI Data Fabric)
Float data joined with ERP, IoT + legacy - contextualised, unified and structured so AI models, agents and tools can use it without ETL prep work.
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Live AI access (Rayven MCP)
Claude, ChatGPT + Gemini get live, governed access to Float and every other connected system. Your AI stops guessing - cites real Float records + numbers.
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Automation + AI agents
Workflows + AI agents act on Float data without human intervention - escalate at-risk accounts, trigger operational work, auto-update forecasts, draft customer comms.
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Custom apps + portals
Unified customer portals, ops dashboards, mobile field apps, partner portals - built on top of integrated Float data. No separate BI tool, no separate dev stack.
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All on top of your existing stack. No rip + replace. Float stays Float. Rayven works on what you've already built. Specifically tuned for Float bank-feed reconciliation + cross-entity cashflow roll-up.
Rayven is a five-layer platform ALL your integrations + much more
can run on.
Integration is one layer of Rayven. Data, execution, presentation + governance are the other four - all delivered as one platform on one commercial.
Pick the right tool for your stack.
Float integration looks different at every scale. Honest comparison of the four common paths - Rayven only wins on some of them.
The integration is the easy bit.
The platform + team behind it is the difference.
Platform + team. One commercial.
Not five vendors stitched together. Rayven is the platform AND the Australia-based expert team that scopes, builds + supports it. One commercial. No licence stacking, no finger-pointing.
Built for Float's cashflow model.
Rayven drives the Float REST API natively, extending its native Xero, QuickBooks Online and FreeAgent links to ERP, billing and bank feeds. Real-time sync loads invoices, bills and balances so the cashflow forecast tracks live receivables and payables.
We stay after go-live.
No handoff. No disappearing. Rayven is a long-term partner when your Float evolves, your stack changes, or you push further. 24/7 support. Same team, same platform, same commercial.
Hosted your way, where you need.
Deploy as cloud, private cloud + on-premise - in Australia, the US, the UK, or anywhere else your Float data needs to live. Your residency, your rules, your local compliance environment.
The questions Float admins, RevOps + IT ask first.
If you're evaluating Rayven for Float integration, these are the things worth knowing before booking a call.
The 30-minute call covers
- Your Float + connected stack today
- What's reachable + which systems to bring in first
- Live walkthrough of Rayven against your scenario
- Time, scope + delivery estimate
- Honest read on whether Rayven's the right fit
What is Float integration?
Float integration connects Float's cashflow forecasting to the systems that drive your cash timing - accounting, ERP, billing and CRM - so the forecast runs on live receivables and payables. Rayven delivers it as part of an AI data fabric, not a single-purpose connector.
How does Rayven connect Float to other systems?
Rayven uses the Float REST API for real-time bidirectional sync, extending Float's native Xero and QuickBooks Online links to ERP, billing and bank feeds. Invoices, bills, balances and scenarios all flow as first-class integration events. See the Rayven Platform.
What systems can Rayven connect Float to?
Rayven connects Float to 1,228+ systems including Xero, QuickBooks Online, Salesforce, and broader planning tools like Planful and Sage Intacct Planning. Custom integrations are part of done-for-you delivery.
How long does Float integration take with Rayven?
Most Float integrations go live in 2-12 weeks. A single accounting-to-Float or Float-to-warehouse feed runs in 2-3 weeks; a full cashflow fabric with AI-led scenarios and multi-entity roll-up runs 4-8 weeks. Choose DIY, done-for-you or hybrid delivery.
Float already pulls from Xero + QuickBooks. Why does Rayven add value on top?
Float's native Xero and QuickBooks links cover the common accounting path. Rayven adds value where they stop: ERP, billing and pipeline that drive cash timing, multi-entity roll-up, bank-feed reconciliation, and the AI scenario layer on top. Rayven complements Float. See how Rayven works.
What are the technical specifics of Float integration with Rayven?
Rayven connects to Float through its REST API using token-based authentication for real-time bidirectional sync. Float's native Xero, QuickBooks Online and FreeAgent links are extended so invoices, bills and bank feeds from ERP, billing and other ledgers load with field-level mapping into the cashflow forecast. Invoices, bills, payments and balances post as they land, rather than on a manual refresh, so forecast versus actual cash stays current. Rate limits are managed through batching and back-pressure so high-volume invoice runs never throttle out. Cash-in timing is shaped by CRM pipeline weighted by stage, and multi-entity cash positions roll up to one view. Forecasts and actuals push back to the data warehouse and board reporting with entity mapping intact, and cash-position data streams into Rayven's data fabric for AI-led scenario and shortfall analysis. Validated against Float with the Xero and QuickBooks Online links and additional ledgers connected.
Float + AI integration.
In weeks, not months.
Book a 30-minute call. Walk away with a tailored plan - what's reachable, what to bring in first, time + scope.