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Watch how quickly Judy onboards a new client in just a few simple steps.
Judy creates a recurring invoice for their new client, Maple Syrup Enterprises, in their accounting software.
Forwardly reads Judy’s outstanding and upcoming invoices and displays them on the app.
Judy requests a payment from Sam at Maple Syrup Enterprises and enables Auto Collect.
Sam is prompted to connect through Plaid with the bank account they would like to pay from.
22 seconds later - 3:00PM
Next month, Judy receives the money in her firm’s bank account automatically when due.
