Float review

Float is resource management and delivery planning software for professional services firms and in-house teams. It gives managers a shared view of who is assigned to which project, when people are available, and how planned work compares with delivery actuals. The product description says it connects with CRM, project management, and finance tools, though the published information does not name specific integrations.

The workflow centers on scheduling people and planning project capacity. Teams can set project price, budget, roles, and timeline baselines, then track time against those plans. Reporting covers capacity, utilization, margin, and budget burn. Float also offers AI-assisted staffing to help find people for projects.

For a team switching from spreadsheets or a general project tool, the key question is whether it needs a dedicated staffing and capacity layer. Float is aimed at that problem; it is not described here as a replacement for the systems that run CRM, project delivery, or finance.

Float brings staffing, capacity, and delivery tracking into one planning workflow. That is useful when project leads need to see not just whether a project is on track, but whether the right people are available to do the work. Scheduling by availability, role, and experience can make assignments more deliberate than maintaining separate team calendars and project spreadsheets.

The plan-baseline and actuals pairing is another practical strength. Teams can set a project’s price, budget, roles, and timeline, then track time and review budget burn, utilization, margin, and capacity. That gives delivery and finance teams a common planning view rather than relying only on a schedule.

Float’s published plan details are relatively straightforward on seat limits: Starter and Pro have no maximum seat limit, and both include unlimited projects, clients, and free guest users. Starter is listed at $7 per scheduled person per month with annual billing, or $8.50 with monthly billing. Pro is $12 annually or $14 monthly. Pro’s 180-day activity feed and five placeholders may suit teams that need more scheduling history than Starter’s seven-day feed and one placeholder. A 30-day free trial is listed; there is no free plan.

The per-person price needs careful math before a switch. Float charges by scheduled person, so the bill can grow with the number of people you schedule. Annual billing is cheaper on the listed rates, but monthly billing costs more: Starter is $8.50 rather than $7 per person per month, and Pro is $14 rather than $12. The pricing information says new seats are charged immediately and prorated for the rest of the billing cycle, so adding people mid-cycle can change the invoice.

Starter’s limits may matter more than its low entry price: it includes one placeholder and a seven-day activity feed. Pro raises those to five placeholders and 180 days. The published plan details do not specify other feature differences, so confirm that the tier includes the capabilities your team needs before committing.

Enterprise pricing is custom, requires an annual contract, and has no published price. Add-on and overage costs are also not published. That makes the total cost harder to forecast for organizations that need custom scheduling or expect to expand. The pricing details were checked on 2026-11-06 with medium confidence; verify the current quote and billing terms before switching.

Float has no free plan, and its price is based on scheduled people—not a flat team fee. According to the published pricing information, Starter costs $7 per scheduled person per month with annual billing, or $8.50 with monthly billing. Pro costs $12 annually or $14 monthly per scheduled person. Moving from Starter to Pro adds $5 per person per month on annual billing, a roughly 71% increase; on monthly billing, the difference is $5.50.

Starter includes one placeholder and a 7-day activity feed. Pro raises those limits to five placeholders and a 180-day activity feed. Both list unlimited projects, clients, and free guest users, with no maximum seat limit. Enterprise pricing is custom, requires an annual contract, and is not published.

Float offers a 30-day free trial. The pricing information says monthly billing costs more and annual prices are shown as monthly equivalents. Add-on and overage costs are not published. New seats are charged immediately and prorated for the rest of the billing cycle, so check the scheduled-person count and any custom needs before comparing totals.

Float is built around resource scheduling, capacity planning, project estimates, time tracking, and delivery reporting. That makes it a fit to assess when the main switching question is how your team plans people and project work—not whether Float can replace a general project-management tool, which it is not positioned to do in the published material.

Before moving, map your current roles, availability, project plans, and actuals to Float’s scheduling and tracking workflow. The published information does not document migration tools, data-export formats, or lock-in terms, so we can’t say how much migration work to expect or how easy it is to leave. Ask Float about importing schedules and exporting your records before signing, especially if those records feed finance or project-management systems.

We also can’t substantiate reasons people leave based on Reddit: no Reddit posts or comments were included in the published material. The concrete cost concern here is the per-scheduled-person bill, plus unpublished add-on and overage costs. Confirm your billable seat count and required plan limits before switching.