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Overview
Forwardly is a modern business payment platform built to help small and mid-sized businesses and accounting firms. The AI-native platform automates accounts payable and receivable, enabling finance teams to send and receive payments instantly while syncing seamlessly with various accounting software. While its limited transparency in its algorithm may raise concerns, its proprietary financial health score supports faster decision-making.
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Starting Price
Custom
Forwardly Specifications
Financial Reporting
Invoice Management
Expense Tracking
Budgeting and Forecasting
What Is Forwardly?
Forwardly helps US businesses and accounting firms move money smarter and faster. Their native platform automates accounts payable and receivable, enabling users to send and receive payments instantly while syncing seamlessly with their accounting software or ERP solution. From AI-powered bill capture to automatic reconciliation with a unique 4-way accounting sync, Forwardly handles a business's busywork so the team can focus on growth, strategy, and building the business into a success.
Forwardly Pricing
Forwardly Integrations
Forwardly integrates with many software, including:
- QuickBooks Online
- Sage Intacct
- Oracle Netsuite
- MS Dynamics 360
- Xero Accounting Solution
- FreshBooks Software
- Zoho Books
Who Is Forwardly For?
Forwardly is ideal for:
- Accountants
- Bookkeepers
- CFOs
- AR and AP Specialists
- Small and Medium-Sized Businesses
Is Forwardly Right For Your Business?
Forwardly is a great fit for small and mid-sized businesses that want faster payments, better cash flow visibility, and simpler bill payments without the complexity of traditional banking tools. If your business values speed, flexibility, and ease of use, Forwardly can be a strong choice.
Still deciding? Contact our support team at (661) 384-7070 for further guidance.
Forwardly Features
The Forwardly platform includes a 4-Way Sync feature that eliminates manual reconciliation and data entry for invoices and bills. This automation saves time, reduces errors, and ensures that accounting records are always accurate and up to date.
Forwardly enables faster payment processing for small and medium-sized businesses by automating invoice payments and collections. This reduces delays and improves cash flow cycles. The feature integrates smoothly with accounting systems, making financial transactions quicker and more reliable for improved business operations.
Forwardly automatically reads invoices, extracts line-item details, and categorizes expenses so your team doesn’t waste hours on manual data entry.
Create multi-level approvals with custom rules, thresholds, and user permissions. Teams approve faster while keeping full control and compliance.
Schedule payments, approve in bulk, and automate recurring expenses. Forwardly removes manual payment tasks while keeping your workflows compliant and organized.
Send invoices instantly, request bulk payments, and get paid up to 3x faster with automated real-time payments. Receive instant alerts the moment funds arrive, helping businesses improve cash flow, reduce delays, and keep operations running smoothly.