You can register new businesses directly within Float.
How do I know if this guide is relevant to me?
- You are a bookkeeper, accountant or fractional CFO, signing up multiple clients for Float, and you do not have a unique email address for each client;
- You have a single business, but wish to connect multiple bank accounts (ie. one per physical site, or one per business line); or
- You have a single business but wish to have multiple accounting connections (ie. one per physical site, or one per business line).
Determine the number of accounts that you need to create
Register your first business at welcome.floatcard.com (or a link given to you directly by an Account Executive).
Once you’ve registered your first business, navigate to the Overview page of Float.
You can create additional businesses from within Float by clicking your business name in the top left, and choosing to ‘Create a business’. You will be the Primary Administrator of these new businesses, and you will use the same login credentials to access these new businesses.
Float does not allow a Legal Business Name to be re-used, and so you may need to slightly modify the Legal Business Name for subsequent applications (ie. by specifying ‘Second Account’, ‘Third Account’, 'Location name', 'Branch name' etc).