Meet the AI Agent built for effortless business payments
Meet the AI Agent built for effortless business payments
Forwardly AI Agent learns how your business works and handles the repetitive, error-prone parts of AP and AR for you. It reads bills the moment they arrive, auto-categorizes and codes every line item, flags anomalies before they become costly mistakes, and keeps approvals moving without manual chasing. You stay in the driver's seat. The AI just handles the heavy lifting.
Forwardly AI Agent learns how your business works and handles the repetitive, error-prone parts of AP and AR for you. It reads bills the moment they arrive, auto-categorizes and codes every line item, flags anomalies before they become costly mistakes, and keeps approvals moving without manual chasing. You stay in the driver's seat. The AI just handles the heavy lifting.
Process Date
Delivered
Process Date
Delivered
How the Forwardly AI Agent works for you
Instant bill capture, zero manual entry
Drop any bill into your dedicated AP inbox. The Agent extracts every line item with near-100% accuracy, no manual entry, no re-keying.
Drop any bill into your dedicated AP inbox. The Agent extracts every line item with near-100% accuracy, no manual entry, no re-keying.
Pre-payment accuracy review
Before a single dollar moves, the Agent double-checks the bill against your records, catching duplicates, mismatched amounts, and errors that slip past a tired human eye.
Before a single dollar moves, the Agent double-checks the bill against your records, catching duplicates, mismatched amounts, and errors that slip past a tired human eye.
Smart approval routing
The Agent knows your approval chain and routes every bill to the right approver automatically, so nothing sits in an inbox waiting on the wrong person.
The Agent knows your approval chain and routes every bill to the right approver automatically, so nothing sits in an inbox waiting on the wrong person.
Powerful AI. Total control.
Finance teams at fast-growing companies
Finance teams at fast-growing companies
Processing high volumes of bills and invoices manually doesn't scale. The Forwardly AI agent handles the repetitive work, reduces errors, and gives your team real visibility without adding headcount. When it's time to chase a payment, the AI pre-fills your reminder message so all your team has to do is hit send.
Processing high volumes of bills and invoices manually doesn't scale. The Forwardly AI agent handles the repetitive work, reduces errors, and gives your team real visibility without adding headcount. When it's time to chase a payment, the AI pre-fills your reminder message so all your team has to do is hit send.
Vendor
Vendor
Vendor
Due Amount
Due Amount
Due Amount
DE
DE
DE
CE
CE
CE
AI
AI
AI
Acme Machines Inc.
Acme Machines Inc.
Acme Machines Inc.
$2,100.00
$2,100.00
$2,100.00
ME
ME
ME
INVOICE
INVOICE
INVOICE
Maple Syrup Enterprises
Maple Syrup Enterprises
Maple Syrup Enterprises
123, King Street,
123, King Street,
123, King Street,
San Pablo, CA 87999
San Pablo, CA 87999
San Pablo, CA 87999
Bill to
Bill to
Bill to
Acme Machines Inc.
Acme Machines Inc.
Acme Machines Inc.
finance@acmemachine.com
finance@acmemachine.com
finance@acmemachine.com
Invoice ref#: INV-0001
Invoice ref#: INV-0001
Invoice ref#: INV-0001
Invoice date: 10/30/2024
Invoice date: 10/30/2024
Invoice date: 10/30/2024
Invoice due date: 11/05/2024
Invoice due date: 11/05/2024
Invoice due date: 11/05/2024
#
#
#
Item
Item
Item
Description
Description
Description
Qty/Hours
Qty/Hours
Qty/Hours
Rate (USD)
Rate (USD)
Rate (USD)
Tax
Tax
Tax
Amount (USD)
Amount (USD)
Amount (USD)
1
1
1
Cranes Operations Service
Cranes Operations Service
Cranes Operations Service
crane services on hourly basis
crane services on hourly basis
crane services on hourly basis
20
20
20
$50.00
$50.00
$50.00
10%
10%
10%
$1,000.00
$1,000.00
$1,000.00
2
2
2
Elevator Operations Service
Elevator Operations Service
Elevator Operations Service
elevator services on hourly basis
elevator services on hourly basis
elevator services on hourly basis
25
25
25
$40.00
$40.00
$40.00
--
--
--
$1,000.00
$1,000.00
$1,000.00
Memo
Memo
Memo
Invoice for the month of March 2024,
Labor and Other Ops/Services, tax
exempted. Please pay by the due date.
Invoice for the month of March 2024,
Labor and Other Ops/Services, tax
exempted. Please pay by the due date.
Invoice for the month of March 2024,
Labor and Other Ops/Services, tax
exempted. Please pay by the due date.
Subtotal
Subtotal
Subtotal
$2,000.00
$2,000.00
$2,000.00
Tax 10%
Tax 10%
Tax 10%
$100.00
$100.00
$100.00
Invoice
Total
Invoice
Total
Invoice
Total
$2,100.00
$2,100.00
$2,100.00
Sender's Email
Sender's Email
Sender's Email
bills@maplesyrup.com
bills@maplesyrup.com
bills@maplesyrup.com
Date
Date
Date
April 26, 2025
April 26, 2025
April 26, 2025
Email Subject
Email Subject
Email Subject
Invoice payment against bill
Invoice payment against bill
Invoice payment against bill
Message
Message
Message
Please make payment against Invoice 0001
Please make payment against Invoice 0001
Please make payment against Invoice 0001
Create Bill
Create Bill
Create Bill
Activity Logs
Activity Logs
Payment Request Sent
Payment Request Sent
Max Iyyer
Max Iyyer
Canceled
Canceled
John Deo
John Deo
Payment Reminder Sent
Payment Reminder Sent
Forwardly
Forwardly
Automated payment reminder
sent.
Automated payment reminder
sent.
Payment Reminder Sent
Payment Reminder Sent
John Deo
John Deo
Manual payment reminder sent.
Manual payment reminder sent.
CFOs and finance leaders
CFOs and finance leaders
Managing AP and AR across multiple clients is complex. The Forwardly AI Agent learns each client's patterns and applies the right logic automatically, so your team spends less time on data entry and more time on advisory work.
Managing AP and AR across multiple clients is complex. The Forwardly AI Agent learns each client's patterns and applies the right logic automatically, so your team spends less time on data entry and more time on advisory work.
Accounting firms and fractional CFOs
Accounting firms and fractional CFOs
Managing AP and AR across multiple clients is complex. The Forwardly AI Agent learns each client's patterns and applies the right logic automatically, so your team spends less time on data entry and more time on advisory work.
Managing AP and AR across multiple clients is complex. The Forwardly AI Agent learns each client's patterns and applies the right logic automatically, so your team spends less time on data entry and more time on advisory work.
The AI Agent is just one part of Forwardly
Forwardly automates your full AP and AR lifecycle, with zero monthly fees. The AI Agent runs the busywork so your finance team doesn't have to, and the Forwardly Network connects you directly to vendors and clients, so their bills and invoices show up in your system automatically.
Proof that better payments are possible
Proof that better payments are possible
While I usually use QBO for my A/R and A/P, there are times when it is either too slow, too expensive, or doesn't give me the workflow I need. When that happens, I turn to Forwardly.com for instant payments.
Alicia Katz Pollock
Founder, Royalwise
While I usually use QBO for my A/R and A/P, there are times when it is either too slow, too expensive, or doesn't give me the workflow I need. When that happens, I turn to Forwardly.com for instant payments.
Alicia Katz Pollock
Founder, Royalwise
While I usually use QBO for my A/R and A/P, there are times when it is either too slow, too expensive, or doesn't give me the workflow I need. When that happens, I turn to Forwardly.com for instant payments.
Alicia Katz Pollock
Founder, Royalwise
Forwardly's team really gives the impression that they care about their product and the customer experience, and they've proven that to us time and again. Their product, as it is today, is probably a 4 or 4.5 star product, and is a huge improvement from when we started with them (just 10 months ago). Their customer service, however, is easily 10 or 15 stars, and we love them for it.
Philippe Kahn
Managing Partner, Josh Rosebrook
Forwardly's team really gives the impression that they care about their product and the customer experience, and they've proven that to us time and again. Their product, as it is today, is probably a 4 or 4.5 star product, and is a huge improvement from when we started with them (just 10 months ago). Their customer service, however, is easily 10 or 15 stars, and we love them for it.
Philippe Kahn
Managing Partner, Josh Rosebrook
Forwardly's team really gives the impression that they care about their product and the customer experience, and they've proven that to us time and again. Their product, as it is today, is probably a 4 or 4.5 star product, and is a huge improvement from when we started with them (just 10 months ago). Their customer service, however, is easily 10 or 15 stars, and we love them for it.
Philippe Kahn
Managing Partner, Josh Rosebrook
The customer service is exceptional! Forwardly is easy to use and dependable. I have not had any major issues. I will continue using Forwardly for all of my client billing into the future as I expand my firm. I am very happy that I stumbled upon the company, and it has been a fantastic journey using them. Again, I will continue using them in the future. Cost is very much a savings and is overall better than the competitors. It was an easy decision to change to Forwardly.
Lisa A. Lewis
Owner, Money Matters Bookkeeping, LLC
The customer service is exceptional! Forwardly is easy to use and dependable. I have not had any major issues. I will continue using Forwardly for all of my client billing into the future as I expand my firm. I am very happy that I stumbled upon the company, and it has been a fantastic journey using them. Again, I will continue using them in the future. Cost is very much a savings and is overall better than the competitors. It was an easy decision to change to Forwardly.
Lisa A. Lewis
Owner, Money Matters Bookkeeping, LLC
The customer service is exceptional! Forwardly is easy to use and dependable. I have not had any major issues. I will continue using Forwardly for all of my client billing into the future as I expand my firm. I am very happy that I stumbled upon the company, and it has been a fantastic journey using them. Again, I will continue using them in the future. Cost is very much a savings and is overall better than the competitors. It was an easy decision to change to Forwardly.
Lisa A. Lewis
Owner, Money Matters Bookkeeping, LLC
Trusted by growing businesses nationwide
Trusted by growing businesses nationwide
Trusted by growing businesses nationwide
Frequently asked questions
What exactly does the AI Agent do?
It handles bill capture, pre-payment accuracy review, approval routing, and receivables anomaly detection, catching duplicate invoices, mismatched amounts, and errors before money moves, and getting every bill to the right approver automatically.
Is the AI Agent just a chatbot or assistant I talk to?
How accurate is the bill capture?
Can the AI Agent catch errors before a payment goes out?
How does Forwardly help manufacturers manage cash flow during production cycles?
What does it do on the receivables side?
Do I need to set anything up for the AI Agent to start working?