🇦🇪FloatDocsUAE editionSign inGet started
Guide

Getting started

Create your account, complete the onboarding wizard, and get oriented in the app — it takes a few minutes.

Create an account

Open the sign-in page and choose Create an account, then pick how you’ll use Float. Your edition — country, currency (AED), VAT rate, tax authority (FTA) — is fixed by the deployment and shown on the form.

A single company

Perfect for one business. You’ll get a full forecast, Defender, Set-Aside and everything else out of the box.

A group of companies

Run a portfolio? Add multiple entities and see a consolidated group Radar (a Scale feature).

The onboarding wizard

A five-step wizard sets up your forecast. Progress is saved as you go, so you can resume any time.

  1. 1
    You
    Your name and role.
  2. 2
    Company
    Legal structure and a trade licence number lookup.
  3. 3
    Location
    Registered address, city and postcode.
  4. 4
    Cash
    Opening position, your safety buffer, Radar horizon (30/60/90 days, 6 months or 1 year), and whether VAT Set-Aside is on.
  5. 5
    Verify
    Accept Terms & Privacy, with the UAE-PDPL data-region notice.

Signing in

Magic link

Enter your email and we send a one-tap sign-in link. No passwords to leak.

Google

Sign in with Google when your deployment has it enabled.

2FA (TOTP)

Owners can turn on two-factor auth under Settings → Security with any authenticator app.

Demo companies (non-production only)
On demo and staging deployments the sign-in page offers ready-made companies you can enter with one click — e.g. Ashcombe Roastery (UK) or Dunes Pantry Trading LLC (UAE) — plus a multi-company “Portfolio” demo. These never appear on a real production deployment.

Finding your way around

You land on Radar. The sidebar splits into a Workspace group (Radar, Defender, Scenarios, Set-Aside, Runway, Protector, Health, Ask Float — plus Group if you have more than one company) and an Account group (Integrations, Compliance, Profile, Settings, Plan). The top bar carries a company switcher, edition badge, health score and connected-banks count.

Status dots tell you where to look

  • Runway — a cash crunch is forecast.
  • Scenarios — a what-if scenario is active.
  • Ask Float — you’re low on AI questions.
  • Integrations — a bank consent is expiring soon.
  • Compliance — verification is due.
  • Protector — you have an insurance exposure gap.

Next: the full feature tour

See how Radar, Defender, Set-Aside, Scenarios and Ask Float work together to keep you ahead of cash.

Was this page helpful?
PreviousOverviewNextFeatures