Forwardly AI-native payments platform centralizes accounts payable and receivable across clients, reduces manual work, and delivers real-time visibility into cash flow and payment status. With automated reconciliation, smart approval workflows, and flexible payment options, accounting firms can reduce errors, improve control, and operate more efficiently at scale.
Forwardly automates accounts payable and receivable so you can send invoices, capture, code and route bills for approvals, and make payments from a single dashboard. Add and manage every business you work with, without sharing bank details or requesting direct account access.
View and control all client accounts in one place. Review AI-captured bills to code them to the appropriate GL, route them through workflows designed to fit each client’s unique requirements, and schedule and track payments; all while maintaining visibility and control for every client.
Offer clients flexible payment speeds, including Instant, same-day, next-day, or standard ACH and card payments. Seamlessly connect QuickBooks Online, Xero, FreshBooks, Zoho Books, Sage Intacct, Oracle NetSuite, or Microsoft Dynamics for automatic syncing of invoices, bills, and payment statuses.
If your accounting firm manages a large client list, Express Migration makes switching easy and free for your firm. We securely import your clients, invoices, vendors, and bills with minimal effort from your team.
Save 70+ hours monthly on manual AP and AR tasks
Improve client cash flow and vendor relationships
Reduce errors and streamline reconciliation
Scale easily with no extra user fees or software limitations
No monthly subscription fee
Dedicated support for fast, reliable assistance; giving partners and businesses priority help when they need it most.
Offer tailored training sessions for the user and their clients to familiarize them with your platform's features and benefits.
A dedicated support for fast, reliable assistance; giving partners and businesses priority help when they need it most.
Scheduled follow-ups to address any concerns and provide guidance on using the platform effectively.
Early or exclusive access to new tools and updates.
Regular opportunities for the user to provide feedback directly to the development team, ensuring their needs are being met.
The customer service is exceptional! Forwardly is easy to use and dependable. I have not had any major issues. I will continue using Forwardly for all of my client billing into the future as I expand my firm. I am very happy that I stumbled upon the company, and it has been a fantastic journey using them. Again, I will continue using them in the future. Cost is very much a savings and is overall better than the competitors. It was an easy decision to change to Forwardly.
Owner, Money Matters Bookkeeping, LLC
I've worked in accounting for over 20 years and Forwardly's new instant payment tool is a game changer. Any time you can assist your clients on improving their cash flow is a feather in your cap and a boon for the client. I am so pleased to share Forwardly's platform with my clients since they are benefiting from a significant reduction in fees and receiving payments right away. The team at Forwardly has been of great help onboarding clients!
Founder, Your Wright Resources
Finally a payment platform that is great to use and doesn't sit on our hard earned cash for days, even weeks, on end. Maybe Forwardly can help kick-start the US banking system into actually supporting their customers and their businesses.
Founder, AllCents Consulting
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