February is usually when things settle into a rhythm. You can see what systems are actually working, where clients still get stuck, and what keeps pulling you back into manual work.
In this month’s edition, you’ll find big news that gives you a new way to add value and earn more, resources you can watch on your own time, ways to level up how you support clients, and a few ideas to help reduce friction in your day-to-day work.
A new AI assistant for staying one step ahead
Forwardly’s AI Agent helps you spot unusual invoices, track vendor and customer trends, and catch risks early before they turn into payment or cash-flow issues. Built to give you clarity without adding more work.
Bigger rewards: Launching the Forwardly Certification Program
In late January, we officially launched our Forwardly Certification Program, built specifically for accountants who want to lead conversations around modern payments, automation, and smarter AP/AR workflows.
Create real value for clients, with transparent earnings for your firm. As a Forwardly Certified Partner, you get:
Certified digital badge
Certificate page for sharing, including adding to LinkedIn
Right to call themselves “Forwardly Certified Partner”
Up to $115 per verified business referred
Learn more about becoming Forwardly Certified →
Feature spotlight: Forwardly’s AI bill capture
Tax season is exactly when inefficiencies show up. When things slow down, the right upgrades can make a real difference.
Forwardly’s AI bill capture is often the first place firms start when modernizing AP workflows.
AI vision models automatically understand and extract bill data, improving with every invoice
Auto-coding technology reduces cleanup and rework
Line-item capture keeps records clean and audit-ready
No pressure or disruption. With Forwardly, you now have a smarter way to think about bill payments.
Monthly insights, right into your inbox
By:
Jane Ingram
Published
