Float
Filament

Ask questions about your Float data

Connect Float to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Float tracks resource allocation and project schedules, but understanding which projects are profitable or how team utilization affects delivery timelines requires connecting to your financial and project management tools. Filament links Float data to your accounting software and task trackers, turning questions about resource costs, project margins, and capacity planning into instant answers.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Float KPIs with Filament Analytics

Connect your Float account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Float metrics you can track in Filament:

People
Track team member availability and assignments with person_id, name, role, department, and active status. See who is allocated where and when.
records:
person_idnameroledepartmentactive
Projects
Track project schedules and status with project_id, name, client_id, project_state, start_date, and end_date. Monitor active projects and timelines.
records:
project_idnameclient_idproject_statestart_dateend_date
Tasks
Track individual task assignments with task_id, project_id, person_id, start_date, end_date, and hours allocated. See who is working on what and for how long.
records:
task_idproject_idperson_idstart_dateend_datehours
Clients
Track client relationships with client_id, name, and associated projects. See which clients have active work and resource commitments.
records:
client_idnameactive
Time Off
Track team availability with time_off_id, person_id, time_off_type_id, start_date, end_date, and hours. Account for holidays and absences in capacity planning.
records:
time_off_idperson_idtime_off_type_idstart_dateend_datehours
Departments
Track organizational structure with department_id, name, and assigned people. See resource distribution across teams.
records:
department_idname
Logged Time
Track actual time worked with logged_time_id, task_id, person_id, date, and hours. Compare planned allocations to actual work completed.
records:
logged_time_idtask_idperson_iddatehours
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Combine Float with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Float lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Float data gets even more powerful when combined with other tools:

Float
Xero

Float + Xero

Connect Float resource allocations with Xero project costs to see which projects are profitable and how billable hours compare to actual revenue.

Float
Jira

Float + Jira

Connect Float scheduled tasks with Jira delivery data to see how resource planning affects sprint completion rates and identify bottlenecks in your workflow.

Float
Harvest

Float + Harvest

Connect Float capacity planning with Harvest time tracking to see how estimated allocations compare to actual hours worked and spot over or under-utilized team members.

Benefits of Filament's Float Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Float account

Connect your Float account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Float data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Float dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Float integration FAQ

Everything you need to know about connecting Float with Filament and getting the most out of your data.