Forwardly helps accounting firms simplify client billing and financial management. Automate accounts payable and accounts receivable, streamline client payments, and get real-time insights into cash flow, all from one intuitive platform.
Forwardly automates your clients’ accounts payable and receivable, letting you send invoices, approve bills, and process payments instantly, all from one dashboard. Add, manage, and support every business you work with, without sharing account numbers or requesting direct bank access.
View and control all client accounts in one place. Bulk approve, schedule, and track payments while maintaining visibility and control for every client.
Offer clients instant, same-day, next-day, or standard ACH payments. Connect QuickBooks Online, Xero, Zoho Books, or FreshBooks for automatic syncing of invoices, bills, and payment statuses.
If your accounting firm manages a large client list, Express Migration makes switching easy. We’ll securely import invoices and bills with minimal effort from your team.
Save 70+ hours monthly on manual AP and AR tasks
Improve client cash flow and vendor relationships
Reduce errors and streamline reconciliation
Scale easily with no extra user fees or software limitations
No monthly subscription fee
Provide dedicated support for each client's account setup and migration process.
Offer tailored training sessions for the user and their clients to familiarize them with your platform's features and benefits.
A dedicated phone or chat line for immediate assistance, ensuring priority support.
Scheduled follow-ups to address any concerns and provide guidance on using the platform effectively.
Early or exclusive access to new tools and updates.
Regular opportunities for the user to provide feedback directly to the development team, ensuring their needs are being met.
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