How does Forwardly help accounting firms automate client payments?

Forwardly simplifies AP and AR for accounting firms by automating invoice capture, vendor bill payments, approval workflows, and syncing everything in real time with client accounting systems.

Can Forwardly reduce repetitive accounting tasks for firms?

Yes. AI-driven processing and four-way sync eliminate duplicate data entry and improve accuracy across all client accounts.

Does Forwardly integrate with client accounting software?

Yes. Forwardly connects with most accounting and ERP platforms, keeping vendor, invoice, and payment data consistent for all clients.

Can firms onboard clients and vendors efficiently?

Yes. Forwardly provides white-glove onboarding, making it easy to get clients and vendors set up quickly.

Is Forwardly cost-effective for firms managing multiple clients?

Yes. Forwardly has no monthly subscription fees and offers low, transparent processing costs, helping firms manage overhead while scaling client operations.

Business Payments Platform for Accounting Firms

Smarter financial management for accounting firms

Forwardly helps accounting firms simplify and automate their payment workflows, making it easier to manage client payments in one place. With an AI-native payment platform, you can reduce errors, gain real-time visibility into project cash flow, and boost overall financial efficiency.

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An accountant using Forwardly’s platform for smarter financial management and client payments

Join the firms that count on Forwardly

Automate approvals without losing control

Approval workflows matter in accounting. Forwardly lets you set custom approval rules, thresholds, and roles so the right people review the right payments every time. AI-powered automation reduces manual follow-ups, prevents errors, and maintains complete audit trails; without slowing down your team or your clients.

Streamline Your Workflow and Reduce Errors

An accountant using Forwardly to get clients paid faster through instant and automated payments

Get clients paid faster, with less effort

Late payments hurt both your firm and your clients. Forwardly helps accounting firms send invoices instantly, request Auto Payments in bulk, and receive funds in under 60 seconds when needed. Payments land directly in your bank account with real-time notifications, giving you predictable cash flow and fewer outstanding balances.

One platform for client payments and firm expenses

Most accounting firms rely on a mix of accounting software, bank portals, spreadsheets, and email approvals. Forwardly replaces that patchwork with a single system to capture invoices, schedule payments, collect client funds, and reconcile everything automatically. With true 4-way sync, all payment activity stays connected, organized, and easy to manage as your firm grows.

Real-Time Financial Insights on Forwardly

Automation that saves time, speeds up cash flow, and cuts costs.

70+ hours

saved monthly by construction teams automating AP & AR workflows.

Thousands of U.S. businesses

trust Forwardly’s automation to securely manage millions in payments.

30% fewer errors

with AI-driven approval and payment processes.

Under 60 seconds

client payments land directly in your bank account, available 24/7/365.

Seamless Integration with

Proof that better payments are possible

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.

Lisa A. Lewis

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!

Christanne Wright

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.