The financial intelligence layer QuickBooks
never built.
Connect every client's QuickBooks and deliver live forecasts, dashboards, and client-ready reports, without rebuilding them one spreadsheet at a time.
FY26 Revenue
$0.00M
Forecast, 6 months open
Net Margin
0.0%
Up 4.8 pts vs FY25
Close Variance
0.0%
6-month rolling
Illustrative data. Product view shown is live in the pilot.
Sound familiar?
Today
With DataFloat
Rebuild the same dashboards and reports for every client
One workspace, every client's books side by side
A separate login, export, and spreadsheet per client
Connect each client once, then it stays in sync
Every new client adds hours of manual setup
Onboard a new client in minutes
QuickBooks stops at what already happened
Forecast cash and model scenarios for what's next
Forecast what's next, not just what happened
When a client asks whether they can afford a hire, DataFloat has the answer. Project cash flow and model scenarios from their live QuickBooks data.
Cash flow projections
Runway and cash direction, weeks and months out.
Scenario modeling
Test a hire or a price change before a client commits.
Live from QuickBooks
Forecasts update as each client's actuals come in.
From scattered numbers to financial clarity
Live QuickBooks sync
Connect once. Every client's numbers stay current.
Dashboards, no data team
Build a client view without SQL or setup.
Ask in plain English
Type a question, get an answer from their books.
Client-ready reports
White-labeled, generated on your schedule.
How It Works
Connect QuickBooks in one click
Authorize each client's QuickBooks. Access is read-only, so we never modify their data.
DataFloat organizes it
Their books are mapped and unified into one source of truth.
You get clarity and control
Ask questions, build dashboards, and send reports in minutes.
Vetted by the people we built it for
“As a CFO, I value and prioritize technology that improves decision-making rather than just generating reports.
DataFloat combines automation, real-time financial data, and an intuitive user experience to address many of the challenges finance teams face today. By minimizing manual reporting and providing real-time insights, it enables CFOs to focus on strategy, performance, and value creation rather than managing spreadsheets.”
Stuart Pasternak, CPA, CA
DataFloat AdvisorPrincipal, The CFO Centre Canada
Regional Director, CFO Leadership Council, Toronto Chapter
Become a DataFloat Charter Member
Early access for a small group of fractional CFOs helping shape the product.
- Early access before public launch
- Forecasts and dashboards across every client
- Direct input on the product roadmap
- Dedicated onboarding and hands-on support
We review every application personally. A team member will follow up directly.
Get early access to DataFloat
Apply for the pilot program or join the waitlist. Either way, you'll be among the first.