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.
Built for fractional CFOs and the finance teams they run.
Built for fractional CFOs, and the finance and accounting pros who work like them
Whether you run a book of clients or lead an in-house team, DataFloat gives you the financial intelligence layer your practice has been missing.
Forecast what's next, not just what happened
Your clients' reports explain what already happened. But when they ask whether they can afford a hire or what next quarter's cash looks like, the numbers stop short, and you're left guessing instead of advising.
DataFloat closes that gap. Project cash flow, model scenarios, and see where each client's numbers are heading, all from their live QuickBooks data. Give every client a forward look with the same confidence you close their books.
Apply for PilotCash flow projections
Show each client their runway and where cash is heading, weeks and months out.
Scenario modeling
Test a new hire, a price change, or a slow quarter before a client commits.
Live from QuickBooks
Every client's forecast updates automatically as their actuals come in. No rebuilding spreadsheets.
Run your whole client book from one workspace
Connect every client's QuickBooks, switch between them in a click, and take on more clients without adding hours.
Every client, one login
Manage all your clients' books side by side. No juggling logins, exports, or a separate spreadsheet per engagement.
Per-client dashboards and forecasts
Tailored dashboards and forecasts for each client, ready the moment you log in and always current.
Onboard a new client in minutes
Connect a new QuickBooks file and DataFloat populates their dashboards and reports automatically. No rebuild required.
Sound familiar?
Fractional CFOs spend more time wrangling each client's data than advising on it. DataFloat was built to fix that.
The same work, client after client
Every client means rebuilding the same dashboards, reports, and forecasts from scratch. It's the same hours of busywork, multiplied across your whole book.
Every client lives in a separate silo
A different QuickBooks login, a different export, a different spreadsheet for each one. There's no single place to see your whole book at a glance.
Your book is capped by your hours
The more clients you take on, the more manual data work piles up. Adding a client shouldn't mean adding hours.
QuickBooks tells you what happened, not what's next
Clients want to know if they can hire or what next quarter's cash looks like. QuickBooks reports stop at history, so you're stuck assembling the past instead of advising on the future.
From scattered numbers to financial clarity
DataFloat gives fractional CFOs and finance teams the financial intelligence layer their practice needs, across every client, without the complexity of traditional analytics tools.
Live QuickBooks sync: no exports needed
DataFloat connects directly to your QuickBooks account and keeps everything current automatically. The moment something changes in QuickBooks, it's reflected here. No manual exports, no stale data.
Build live dashboards without a data team
Create and customize dashboards for each client directly from their QuickBooks data. No SQL, no setup, no technical skills required. If you can ask the question, DataFloat can build the view.
Ask your data anything, in plain English
Type a question like "What were my top five expenses last quarter?" and get an instant, accurate answer. No formulas, no pivot tables. Just your question and a clear response.
Client-ready reports, branded as yours
Generate polished, white-labeled reports for each client automatically, on your schedule. No manual formatting or chasing numbers. Show up looking like the firm they hired, and spend your time on advice, not assembly.
How It Works
Three steps from scattered data to confident decisions.
Connect QuickBooks in one click
Authorize each client's QuickBooks and DataFloat immediately pulls in their live data. No exports, no CSV uploads, no manual work. Access is read-only; we never modify your QuickBooks data.
DataFloat organizes it
Our AI maps, unifies, and continuously syncs your data into a single source of truth, automatically.
You get clarity and control
Ask your data questions in plain English, build dashboards without any technical skills, and share client-ready reports in minutes, not days.
Connect your entire business stack
DataFloat connects to the tools your team already relies on, with more on the way.
More integrations on the way. Don't see your tool? Let us know.
Become a DataFloat Charter Member
We're opening early access to a small group of fractional CFOs and finance professionals who want to help shape the product. Pilot members get hands-on access before public launch and a direct line to our team.
Who It's For
Fractional CFOs
Running forecasts, dashboards, and reporting across a book of clients, one spreadsheet at a time.
CFOs & Finance Teams
Who need real-time visibility without waiting on IT or manual reporting cycles.
Accountants & Advisors
Tired of reconciling data across disconnected spreadsheets and client portals.
What You Get
- Early access before public launch
- Build live forecasts and dashboards across every client, and ask their data questions in plain English, no technical expertise required
- Direct input on the product roadmap: your pain points shape what we build
- Dedicated onboarding and hands-on support from the DataFloat team
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.