Cloudfloat

An overview of the Cloudfloat Pro annual membership: what it is, what you get and who it suits.

What is Cloudfloat Pro?

Cloudfloat Pro membership fee and how Pro rates and features compare with Standard.

Cloudfloat Pro pricing, fees and what's included

Step-by-step guide to activating your Cloudfloat Pro membership in the Cloudfloat app.

How to join Cloudfloat Pro

How Cloudfloat Pro renews each year, what happens if renewal fails, and how to ask about cancellation or refunds.

Renewing, cancelling and refunds for Cloudfloat Pro

What changes for customers who already pay the $300 annual fee for an approved funding limit.

Already a member? Your upgrade to Cloudfloat Pro

How your set Pro funding limit is determined, why it may show as pending, and how to request a higher limit.

Your Cloudfloat Pro funding limit

Lower fees, a set funding limit from day one, and access to Working Capital and Redraw. Find out what Cloudfloat Pro includes and how to get started.

Cloudfloat Pro Membership

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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