Float Management
Real-time float monitoring for your entire agent and branch network — with automated alerts, top-up workflows, and consolidated utilisation reports.
Float Management gives head office and regional supervisors a live view of every agent's and branch's float position — and the tools to act on it without phone calls. Automated low-float alerts, digital top-up request workflows, and consolidated utilisation reports mean your network stays funded and transacting, with minimum manual overhead.
Everything you need, nothing you don't
Real-Time Float Dashboard
View the float balance of every agent, teller, and branch in your network in real time — with filter by region, tier, or service type.
Automated Low-Float Alerts
Set per-agent and per-branch low-float thresholds. When a balance drops below the threshold, an automatic SMS and in-app alert is sent to the agent and their supervisor.
Digital Top-Up Requests
Agents submit float top-up requests directly from the portal. Supervisors approve, reject, or redirect with one tap — and the approved amount is credited automatically.
Approval Workflow
Define a multi-level approval chain for large float top-ups. Smaller amounts can auto-approve; larger amounts route to a regional manager or head office treasurer.
Float Allocation
Head office can pre-allocate float to branches or regions at the start of each trading period — with controls preventing allocation from exceeding available system float.
Float Utilisation Reports
Daily, weekly, and monthly reports showing float consumption by agent, branch, service type, and region — with trend analysis to optimise float distribution.
Float Transfer Audit
Every float movement — top-up, reallocation, or adjustment — is logged with the authoriser, timestamp, and reason code for complete traceability.
Multi-Tier Float Hierarchy
Support complex distribution structures — master agent > sub-agent chains — with float controls and reporting at each tier of the hierarchy.
Built for your team
Maintain optimal float levels across your entire network without relying on phone calls or spreadsheets to track who has money and who needs a top-up.
Monitor the float health of every agent in your region in real time, and approve top-up requests on the go from any device.
Give your agents a transparent, frictionless way to request and receive float — reducing downtime caused by insufficient balances.
Often used together with
Ready to activate Float Management?
Sign up free and configure Float Management in minutes — or book a demo and we'll walk you through it live.