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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
Forwardly 4-Way Sync
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.
Instant Payment Processing
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.
AI-Native Bill Capture
Forwardly automatically reads invoices, extracts line-item details, and categorizes expenses so your team doesn’t waste hours on manual data entry.
Custom Approval Workflows
Create multi-level approvals with custom rules, thresholds, and user permissions. Teams approve faster while keeping full control and compliance.
Automated Accounts Payable
Schedule payments, approve in bulk, and automate recurring expenses. Forwardly removes manual payment tasks while keeping your workflows compliant and organized.
Automated Accounts Receivable
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.
Pros And Cons of Forwardly
Pros
Provides clear, standardized financial reports needed for business audits
Consolidates diverse accounting data into one comprehensive analytical view
Accelerates the lending decision-making process for small businesses
Cons
Occasional issues with data extraction from less common accounting systems
Some advanced prediction features are not available on the self-service portal
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Frequently Asked Questions
Who are the typical users of Forwardly ?
1. Accountants and Bookkeepers who want to eliminate manual data entry and speed up client payments 2. CFOs and Finance Leaders who need tighter controls, faster approvals, and real-time financial visibility 3. AR and AP Specialists looking to automate billing, collections, and vendor payments 4. Small Business Owners who want to get paid faster, simplify operations, and keep cash flow predictable 5. Accounting Firms offering CAS services and seeking scalable automation for multiple clients
What types of pricing plans does Forwardly offer?
Forwardly does not have any monthly subscription fees. Instead, you pay as you use the software according to the needs of your business.
What other apps does Forwardly integrate with?
Forwardly integrates with accounting software like QuickBooks Online, Xero, FreshBooks, Zoho Books, and ERP systems such as Oracle NetSuite, Microsoft Dynamics 365, and Sage Intacct for automated bill payments and seamless AP workflows.
What language does Forwardly support?
Forwardly software primarily supports the English language for its platform interface and documentation.
Does Forwardly have a mobile app?
No, Forwardly is a B2B data and analytics platform and does not offer a dedicated mobile application for end-users.
What level of support does Forwardly offer?
Forwardly provides support via email and dedicated resources.