With Forwardly, you decide who approves what, when, and how much, all before any money leaves your account. Set up multi-level approval workflows that match your business needs.
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Set custom thresholds and make trusted users payment approvers. Improve your approval workflows by sharing responsibility and removing approval bottlenecks.
Integrate with leading accounting software to implement a smooth approval process. With a secure two-way sync, bills get paid faster and automatically get reconciled.
Get instant notifications for sent, pending, and received payments so that you never miss an outstanding bill payment.
Keep business and banking information secure with an easy approval workflow. Pay bills for free, with no monthly subscription fees.
Get paid in seconds using the latest payment tech like FedNow and the RTP Network; no waiting, no stress.
Navigate between multiple businesses and assign different access levels to invited users as needed, ensuring that all your financial information is centralized and streamlined.
Vendor management with Forwardly is an easy and streamlined process. Our platform enables quick vendor onboarding, allowing you to begin processing payments quickly. You can manage vendor details, synchronize invoice and bill creation, monitor bank account balances, track payment history, and maintain accurate records—all effortlessly and in one place. Our 4-way sync feature integrates seamlessly with both clients’ and vendors’ systems including QuickBooks Online, Xero, FreshBooks, and Zoho Books, ensuring that all data is up-to-date automatically. This simplifies building and maintaining positive vendor relationships, making it easier and more efficient for you to focus on what matters most in your business.
Absolutely. The challenge of managing multiple businesses is simplified with Forwardly. It is designed to provide an effortless experience for small business owners who prioritize keeping their business information and account details secure. Financial professionals and business owners can easily toggle between businesses on our centralized platform, enabling them to manage multiple approval workflows and approval thresholds with clarity and ease.
Yes, of course. You can add an unlimited number of users and grant access as needed and set custom thresholds for smarter financial control. Instant alerts will keep you updated on payments and balances, ensuring that only authorized approvals are made.