Float
by Float Financial
Canadian corporate card, bill pay and spend management platform for businesses.
- Category
- Finance & ERP
- Type
- Spend management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
- Docs
- Float API docs
02Data
What you can sync.
- Card transactions
- Account transactions
- Bills
- Users
- Reimbursements
Load Float card transactions into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Float data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
Float uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Float Financial if you need help.
04How it works
How it works in DataMind.
-
Pick Float.
Open Lake, pick Float in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Float API docs.
-
Answer a few questions.
The AI reads the Float documentation, then asks which credentials you will use, which data to sync (for example card transactions and account transactions), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Float data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
