Finance AI Index
Index Vendors › Float · September 2026 Edition
4 categories · Ranked

Float

126Judge labels
22First choices
22Negative labels
12 of 12Models named it
4Categories
September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.2, every buyer segment counted.
Best standing
31% in Cash flow forecasting for small business buyers
Rank 7 of 86 in the mid-market standingaccepted challenger
0 of 12 models made it the first choice on the direct prompt; 22% of its 27 labels there were negative.
By buyer segmentA small-business product: leader at small business, not named at enterprise.
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 rateLabelsQuadrant
Cash flow forecastingTreasury and cash4%7 of 8622%27accepted challenger
Financial modeling and scenario planningPlanning and analysis2%14 of 1140%3under 10 labels · led by Datarails at 19%
Treasury management systemsTreasury and cash0%36 of 1240%2under 10 labels · led by Trovata at 18%
FP&A platformsPlanning and analysis0%39 of 520%1under 10 labels · led by Vena at 15%

Movement

This is the first edition on this tier, so no move can be computed for Float yet. From the next edition this section shows, per buyer segment, whether its share moved by more than the measured noise floor.

By model

How each model treated Float across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.500101
GPT-5.4 mini21003
Gemini 3.5 Flash01001
Perplexity Sonar11002
Grok 4.1 Fast02125
Mistral Small10113
DeepSeek V4 Flash20002
Llama 4 Maverick02103
Qwen 3.7 Flash03115
Kimi K201012
GLM 4.7 FlashX03014
MiniMax M2.510102

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
Direct25 labels9
Paraphrase14 labels3
Comparative28 labels15not counted in share
Budget-constrained27 labels5
Scale-constrained14 labels5
Negative18 labels2not counted in share
First choiceAlternativeMentionNegative126 labels in all, every segment counted; 22 of the 39 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 I had to pick one best option for most budget-conscious small businesses, it would be Float” Perplexity Sonar · Cash flow forecasting · budget prompt · first choice
“If you want live operational cash visibility, look at Float or Dryrun.” GPT-5.4 mini · Cash flow forecasting · comparative prompt · first choice
“the best value is usually Float if you use Xero or QuickBooks Online” GPT-5.4 mini · Cash flow forecasting · budget prompt · first choice
“For simple SMB needs: Use a dedicated tool like Float or Cash Flow Frog” DeepSeek V4 Flash · Cash flow forecasting · negative 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.

“Avoid if: Your business has peaks/troughs (e.g., retail, tourism). Users call it "hopeless" without heavy manual tweaks.” Grok 4.1 Fast · Cash flow forecasting · negative prompt · hard negative
“Float has been criticized for being "absolutely hopeless for seasonal business as it can only predict income based on the previous 3 months or manual guessing"a” Kimi K2 · Cash flow forecasting · negative prompt · soft negative
“Some tools, like Float or Fluidly, may not be suitable for rapidly growing or contracting businesses” Mistral Small · Cash flow forecasting · negative prompt · soft negative
“While more expensive than Pulse or Trezy, it is considered the industry standard for ease of use.” Qwen 3.7 Flash · Cash flow forecasting · budget prompt · soft negative

Named alongside

The products named in the same answers as Float, over the 126 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.
ProductSame answerTook the first choice insteadHead to head
Cash Flow Frog51 of 1268Not in the top three
Fathom44 of 1263Not in the top three
Pulse36 of 1261Not in the top three
Kyriba34 of 1267Not in the top three
Agicap33 of 1265Not in the top three
Anaplan31 of 1261Not in the top three
Workday Adaptive Planning28 of 1262Not in the top three
Cube26 of 1262Not in the top three
Dryrun25 of 1260Not in the top three
HighRadius23 of 1263Not in the top three
A head-to-head page exists where both products are in a category's top three. 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, four of the twelve in this edition, so these counts come from 99 of the 126 answers that named Float and are not a share of its labels.

Domains cited

cubesoftware.com44
guideflow.com43
tesorio.com42
worldmetrics.org35
fathomhq.com34
g2.com29
upflow.io27
cashflowfrog.com26
drivetrain.ai25
g-accon.com25

330 of the 330 domain citations in answers naming Float came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

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 / Causal 1
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.

It does not get any change to labels, shares or verdicts, any preview, or any say over which quotes appear. A verification link goes to your work email; an address at floatapp.com is approved on the spot, any other address is reviewed by hand.

Your name and company appear on the claimed page, or the company alone if you ask below. A title and a LinkedIn address appear there too if you give them, and are left off if you do not. Your email address is never published.