Marketing and advertising agencies manage complex cash flow across clients, media platforms, freelancers, and vendors. Forwardly is designed specifically for agency workflows, using AI-native approvals and automated payments to reduce delays, improve cash flow visibility, and replace fragmented tools with a smarter, more scalable way to manage AR and AP.
Agencies manage client retainers, media spend, freelancers, and campaign-based billing. Forwardly supports these workflows out of the box, making it easy to collect client payments, schedule vendor payouts, and keep campaigns running without cash flow delays or adding headcount.
Forwardly uses AI-native approval workflows to automatically handle low-risk payments and surface only what needs review. Finance teams reduce late payments, maintain control over spend, and avoid bottlenecks without adding more approval layers.
Most agencies rely on a mix of accounting software, bank portals, spreadsheets, and manual approvals. Forwardly replaces that patchwork with a single platform that manages invoice capture, automated payments, smart approvals, and reconciliation; powered by 4-way sync across bills, payments, and your accounting system for real-time visibility and scalable growth.
saved per month as agencies eliminate manual payment tasks by automating with Forwardly.
late fees as agencies streamline approvals and automate on-time payments with Forwardly.
trust Forwardly’s automation to securely manage millions in payments.
client payments land directly in your agency’s bank account, available 24/7/365.
I have recently started using Forwardly, I am finding it easy to use. The customer service is great! Aaron has helped me so much. Excellent customer service, and the pricing is fair. Currently, I will be using Forwardly to collect client payments. In the future, I plan on using other areas. My reasons for switching to Forwardly were the cost of processing payments, and I like the setup with Forwardly better. As my business grows, I can do a lot in Forwardly.
TC
Owner and Bookkeeper, Accounting Firm
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
Prompt with all support concerns, and the service has been good. The fees are more than acceptable compared to other services. Initial setup seems to take a bit of time, but it was all in the name of security, so it’s not really a con. The auto payment feature was the selling point.
CW
Owner, Transportation Trucking Company
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