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Apply for the DataFloat Pilot Program

We're opening early access to a small group of accounting and finance professionals who want to help shape what DataFloat becomes. Tell us about your workflow, and let's build this together.

Become a DataFloat Charter Member

We're opening early access to a small group of accounting and finance professionals who want to help shape the product. Pilot members get hands-on access to DataFloat before anyone else and a direct line to the team.

  • Early access before public launch
  • Ask your financial data questions in plain English and build dashboards without any technical expertise
  • Direct input on the product roadmap: your pain points shape what we build
  • Dedicated onboarding and hands-on support from the DataFloat team

Read-only QuickBooks access. We never modify your data. Your information is never sold or shared.

The Process

Here's exactly what happens after you apply.

  1. 1

    Application

    Fill out the form below and tell us about your biggest data challenge. We read every application personally. No automated filtering.

  2. 2

    Intake Call

    A focused 30-minute conversation with our team to understand your workflow, your data sources, and whether DataFloat is the right fit right now.

  3. 3

    Onboarding Call

    You handle your own setup while our team is present on the call to answer questions in real time. You leave on real data and ready to go.

  4. 4

    Feedback Meetings

    Regular check-ins throughout the pilot to hear what's working, what's missing, and what to build next. Your input directly shapes the roadmap.

What You Get

Pilot participants aren't just beta testers. They're charter members with a real stake in what DataFloat becomes.

Exclusive Early Access

Get hands-on access to DataFloat before the public launch. You'll be among the first to use the platform on real data, with direct support from our team.

Direct Roadmap Input

Your pain points and feature requests don't go into a void. They directly influence what we build next. You're building this with us.