Welcome, NY Tech CFO Group

Welcome, NY Tech CFO Group

You already know that the right financial tools separate scaling companies from ones that stall. Forwardly handles the payment side of your finance stack; automating AP and AR, syncing with your accounting software, and moving money in real time so your team can focus on the decisions that actually build growth.

You already know that the right financial tools separate scaling companies from ones that stall. Forwardly handles the payment side of your finance stack; automating AP and AR, syncing with your accounting software, and moving money in real time so your team can focus on the decisions that actually build growth.

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Less time on payments. More time on strategy.

Less time on payments. More time on strategy.

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Low-cost transaction illustration
AI-native experience

AI-powered bill capture, smart role-based approval workflows, and automated invoice and bill payments.

Low-cost transaction illustration
Low-cost transaction illustration
Everything in sync, always

Seamless 2-way sync with your accounting software & your customers’ & vendors’, so your data flows smoothly and you stay effortlessly organized.

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Low-cost transaction illustration
Complete visibility

Every transaction, approval, and payment is securely logged in a built-in audit trail.

Celebrating our achievements and trusted partnerships

Celebrating our achievements and trusted partnerships

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Supporting illustration for this section

Built for finance leaders at scaling companies

Built for finance leaders at scaling companies

Get paid faster, without the follow-ups

Say goodbye to cash flow delays by automating collections. Get paid faster and enjoy effortless automation that syncs invoices, sends reminders, and enables instant bank-to-bank business payments. You get paid 5 days faster without manual follow-ups.

Get your AP under control before it gets out of hand

Streamline your bill pay with a hands-free approach to financial automation. Our AI-native solution pre-fills the details from vendor invoices to eliminate manual tasks and provides smart approval workflows to avoid late fees and gain full visibility over spending. Choose payment speed on your terms.

One dashboard for money in and money out

Managing your "money-in" and "money-out" is easier with one powerful, easy-to-use dashboard. Payments sent or accepted are automatically matched and categorized. Join the Forwardly Business Network to connect with customers and vendors across different accounting systems, so invoices and bills sync without manual data entry.

Don’t just take our word for it

Don’t just take our word for it

Don’t just take our word for it

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Decorative orange divider line
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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.

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.

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.

Photo of Alicia Katz Pollock, testimonial author

Alicia Katz Pollock

Founder, Royalwise

I have been using Forwardly for 10 months now. There is no subscription fee. It's very user-friendly. Aaron is my guy. He is very responsive every time I have an issue with my invoices. Forwardly is perfect for small to medium-sized businesses. If you want to minimize your payment processing fees and have a straightforward interface, Forwardly is the one. I will start referring clients to them in the future.

Photo of Lisa A. Lewis, testimonial author

Lisa A. Lewis

Owner, Money Matters Bookkeeping, LLC

I have been using Forwardly for 10 months now. There is no subscription fee. It's very user-friendly. Aaron is my guy. He is very responsive every time I have an issue with my invoices. Forwardly is perfect for small to medium-sized businesses. If you want to minimize your payment processing fees and have a straightforward interface, Forwardly is the one. I will start referring clients to them in the future.

Photo of Lisa A. Lewis, testimonial author

Lisa A. Lewis

Owner, Money Matters Bookkeeping, LLC

I have been using Forwardly for 10 months now. There is no subscription fee. It's very user-friendly. Aaron is my guy. He is very responsive every time I have an issue with my invoices. Forwardly is perfect for small to medium-sized businesses. If you want to minimize your payment processing fees and have a straightforward interface, Forwardly is the one. I will start referring clients to them in the future.

Photo of Lisa A. Lewis, testimonial author

Lisa A. Lewis

Owner, Money Matters Bookkeeping, LLC

Finally a payment platform that is great to use and doesn't sit on our hard earned cash for days, even weeks, on end. Maybe Forwardly can help kick-start the US banking system into actually supporting their customers and their businesses.

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Tomeka Capps

Owner and Bookkeeper, Accounting Firm

Finally a payment platform that is great to use and doesn't sit on our hard earned cash for days, even weeks, on end. Maybe Forwardly can help kick-start the US banking system into actually supporting their customers and their businesses.

Certified partner badge
Photo of Tomeka Capps, testimonial author

Tomeka Capps

Owner and Bookkeeper, Accounting Firm

Finally a payment platform that is great to use and doesn't sit on our hard earned cash for days, even weeks, on end. Maybe Forwardly can help kick-start the US banking system into actually supporting their customers and their businesses.

Certified partner badge
Photo of Tomeka Capps, testimonial author

Tomeka Capps

Owner and Bookkeeper, Accounting Firm

Finance teams that moved to Forwardly

  • 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

Finance teams that moved to Forwardly

  • 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

Finance teams that moved to Forwardly

  • 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