Optimize your client’s cash flow by receiving instant payments

Forwardly enables access to funds instantly, giving you more control over critical cash flow as payments are deposited in seconds, 24/7. Make your life easy with automatic reconciliation for all leading accounting platforms and add unlimited team members.

Forget ACH and waiting on checks; impress clients with real-time payments

Receive real instant payments and save on transaction fees with reduced processing costs. Integrate directly with leading accounting platforms to automatically sync received payments in real-time. Forwardly improves the reconciliation process for accountants by reducing mental workload and modernizing repetitive tasks.

Simplified cash flow forecasting

Set up and compare cash flow projections based on custom “what-if” financial scenarios. Plan out business proposals, including planning loans, equipment purchases, asset sales, or hiring or releasing employees. Export white-label financial reports and wow your clients with expert analysis and detailed financial modeling.

A better way to manage team members and client access

Give your team the tools they need to succeed. Manage multiple businesses, control permissions, add unlimited users, and more effectively support your firm’s client base with premium cash flow management tools.

Modern B2B payments with modern pricing

Number of Transactions per Month

Your Current Processing Fee

Volume of transactions per Month

You could be saving $1,965.75 per month on business transaction processing fees by using Forwardly’s instant payment services.

Even better: Save 8.9 hours per month using auto reconciliation.