Category:

Financial Technology

Size

11-50 FTE

Float

When you're providing millions in funding to fast-growing SaaS companies, your clients expect more than just capital - they want insights. Float gets this. They offer growth funding that lets ambitious SaaS founders scale without giving up equity. But they wanted to go further by giving their clients direct visibility into their financial metrics, right inside their platform. That's where we came in.

The challenge

When you're providing growth funding to SaaS companies, transparency is everything. Float had the data their clients needed, but it was locked away in their backend systems. They wanted to turn this data into clear, actionable insights that their clients could access directly within the Float platform. This wasn't just about building dashboards - it was about creating a feature that would make their product more valuable to every SaaS founder they work with.

How we fixed it

We've build an embedded analytics solution that feels like a natural part of Float's product:

  • Diving deep into their data to identify the metrics that matter most to SaaS founders
  • Creating a scalable connection to their data source (Monto) that updates automatically
  • Setting up a clean data model in Google Cloud that can handle multiple clients
  • Building beautiful, intuitive dashboards that integrate seamlessly with their platform

What's particularly exciting is how we're making this scalable - as Float grows and adds more clients, the analytics will grow with them.

What changed

The embedded analytics solution resulted in the following:
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Real-time visibility into their financial performance
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Clear metrics that help them make better business decisions
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Professional analytics that feel like a native part of the Float platform
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Insights that help them track the impact of their funding

Conclusion

This isn't just about adding features - it's about helping Float transform how SaaS founders interact with their growth funding. By embedding analytics directly into their platform, Float is giving their clients the transparency and insights they need to grow confidently. It's turning financial data into a powerful tool that helps founders make better decisions about their business's future. If you're looking to embed analytics into your own product, let's talk about how we can make that happen."

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