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.
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.
More bills, same team, no panic
More bills, same team, no panic
Growth means more vendors, more invoices and more chances for something to slip. Forwardly AI Agent captures every bill the moment it arrives, categorizes it using your team’s own history and syncs it straight to your accounting system. Your team stops keying in data and starts handling the exceptions
Growth means more vendors, more invoices and more chances for something to slip. Forwardly AI Agent captures every bill the moment it arrives, categorizes it using your team’s own history and syncs it straight to your accounting system. Your team stops keying in data and starts handling the exceptions
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.
See what’s due before it becomes a problem
See what’s due before it becomes a problem
You shouldn’t need a report request to know where cash is headed. Forwardly AI Agent surfaces pending approvals, upcoming due dates, spending patterns and late-paying customers in one view. You get early warnings instead of month-end surprises, and your team gets clear priorities.
You shouldn’t need a report request to know where cash is headed. Forwardly AI Agent surfaces pending approvals, upcoming due dates, spending patterns and late-paying customers in one view. You get early warnings instead of month-end surprises, and your team gets clear priorities.
Cleaner books for every client you manage
Cleaner books for every client you manage
Whether a client needs help paying bills or getting paid, Forwardly AI Agent does the first pass for you. It flags duplicate bills before they’re paid, spots late-paying customers early and keeps each client’s books in sync. Use it for your own receivables too, and spend your time advising instead of chasing paperwork.
Whether a client needs help paying bills or getting paid, Forwardly AI Agent does the first pass for you. It flags duplicate bills before they’re paid, spots late-paying customers early and keeps each client’s books in sync. Use it for your own receivables too, and spend your time advising instead of chasing paperwork.
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 is Forwardly AI Agent?
Does the AI Agent work for both AP and AR?
How does it learn our process?
How does it capture bills?
How does it catch errors?
How long does setup take?