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Forwardly Coworker. Always on, never on vacation. 

Forwardly Coworker is an AI teammate that sends invoices, chases payments, and pays bills inside your bank and accounting software. You approve; it does the rest.

Supporting illustration for this section

The Forwardly Coworker.
You stay in charge

Capture vendor invoices feature icon
You approve

Nothing sends, pays, or changes without your OK. Start in “draft only” and give it more freedom as trust grows.

01

Review & approve feature icon
You can undo

Every action is reversible, and your original records stay untouched. Roll back any change in a click.

02

Pay bills your way feature icon
You control access

Your Coworker only sees the systems you connect. Set permissions by role and disconnect anything, anytime.

03

Money in, money out, nothing missed.

Invoices out. Cash in.

Invoices out. Cash in.

Forward an email, a contract, or a job note, and your Coworker turns it into an accurate invoice, checked against the PO before it goes out. Then it follows up in your tone by email, SMS, or WhatsApp, holds customers to their promises, and goes quiet the moment you’re paid.

Forward an email, a contract, or a job note, and your Coworker turns it into an accurate invoice, checked against the PO before it goes out. Then it follows up in your tone by email, SMS, or WhatsApp, holds customers to their promises, and goes quiet the moment you’re paid.

Bills checked. Vendors paid.

Bills checked. Vendors paid.

Before a bill reaches you, your Coworker has already matched it to the PO, the contract, and what was actually delivered. Duplicates and surprise price hikes get held. The rest go to the right approver and get paid on the due date, so late fees become a thing of the past.

Before a bill reaches you, your Coworker has already matched it to the PO, the contract, and what was actually delivered. Duplicates and surprise price hikes get held. The rest go to the right approver and get paid on the due date, so late fees become a thing of the past.

Your rules. Your call.

Your rules. Your call.

You decide what your Coworker can handle on its own and what needs your sign-off. Each invoice, payment, and message is logged with who approved it, when, and which document backed it up. Changed your mind? Review or reverse any action in a click.

You decide what your Coworker can handle on its own and what needs your sign-off. Each invoice, payment, and message is logged with who approved it, when, and which document backed it up. Changed your mind? Review or reverse any action in a click.

Proof that better payments are possible

Proof that better payments are possible

Capterra reviews badge

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.

Certified partner badge
Photo of Alicia Katz Pollock, testimonial author

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.

Certified partner badge
Photo of Alicia Katz Pollock, testimonial author

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.

Certified partner badge
Photo of Alicia Katz Pollock, testimonial author

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.

Photo of Philippe Kahn, testimonial author

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.

Photo of Philippe Kahn, testimonial author

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.

Photo of Philippe Kahn, testimonial author

Philippe Kahn

Managing Partner, Josh Rosebrook

A professional and expedient option that balances value for money, with a long term free/trial tier to try out. Excellent professional support, product turnaround times are great, platform integrates well with known packages like Xero and Plaid service to banking.

Photo of Stephan P., testimonial author

Stephan P.

Founder, Investment Management

A professional and expedient option that balances value for money, with a long term free/trial tier to try out. Excellent professional support, product turnaround times are great, platform integrates well with known packages like Xero and Plaid service to banking.

Photo of Stephan P., testimonial author

Stephan P.

Founder, Investment Management

A professional and expedient option that balances value for money, with a long term free/trial tier to try out. Excellent professional support, product turnaround times are great, platform integrates well with known packages like Xero and Plaid service to banking.

Photo of Stephan P., testimonial author

Stephan P.

Founder, Investment Management

Trusted by growing businesses nationwide

  • Royalwise logo
  • 51st Business Solutions logo
  • Allcents logo
  • Gehman Accounting logo
  • Jels Hayes logo
  • Josh Rosebrook logo
  • Skate Vida logo
  • Harbor Wind logo
  • AGE Construction logo
  • HC Structural logo
  • Fern River Resort logo
  • Centric Realty logo
  • Cook Properties logo
  • Your Wright Resource logo
  • Thrive Advisor logo

Trusted by growing businesses nationwide

  • Royalwise logo
  • 51st Business Solutions logo
  • Allcents logo
  • Gehman Accounting logo
  • Jels Hayes logo
  • Josh Rosebrook logo
  • Skate Vida logo
  • Harbor Wind logo
  • AGE Construction logo
  • HC Structural logo
  • Fern River Resort logo
  • Centric Realty logo
  • Cook Properties logo
  • Your Wright Resource logo
  • Thrive Advisor logo
  • Royalwise logo
  • 51st Business Solutions logo
  • Allcents logo
  • Gehman Accounting logo
  • Jels Hayes logo
  • Josh Rosebrook logo
  • Skate Vida logo
  • Harbor Wind logo
  • AGE Construction logo
  • HC Structural logo
  • Fern River Resort logo
  • Centric Realty logo
  • Cook Properties logo
  • Your Wright Resource logo
  • Thrive Advisor logo

Trusted by growing businesses nationwide

  • Royalwise logo
  • 51st Business Solutions logo
  • Allcents logo
  • Gehman Accounting logo
  • Jels Hayes logo
  • Josh Rosebrook logo
  • Skate Vida logo
  • Harbor Wind logo
  • AGE Construction logo
  • HC Structural logo
  • Fern River Resort logo
  • Centric Realty logo
  • Cook Properties logo
  • Your Wright Resource logo
  • Thrive Advisor logo

40 hours back a month. Guaranteed.

Build for Speed.
Made for growth.

Product feature graphic
Product feature graphic

The Forwardly Coworker delivers 40+ hours of verified finance work every month and automates 95% of your AR and AP workflows from start to finish. The rest comes to you. If it falls short, we’ll work with you until it doesn’t.

Efficiency and security go hand in hand. Automate payments, streamline approvals, and keep financial data protected. With fewer manual tasks and a smoother workflow, you’ll spend less time on admin and more time supporting your clients.