By referring clients to Forwardly, you help businesses achieve financial agility by helping them receive faster payments for less and earn $100 for each successful referral. Reduce the mental load of managing your clients’ finances, and create a win-win scenario. Become a CAAS champion with reduced fees and less payment confusion.
Earn rewards now
Businesses rely on timely payments to manage cash flow effectively, but the unpredictable nature of traditional payment methods like ACH and checks can lead to confusion and anxiety for Owners, Managers, Accountants, and Bookkeepers. Stop worrying about if the payment was processed and start experiencing payments in seconds and seeing money in the bank with confidence.
| Referrer | Referral reward | How to earn |
|---|---|---|
 Accountant or Bookkeeper |
$100 per client |
Add a small business client to Forwardly. Help the client receive a payment of $200 or more. |
| Referrer |
|---|
Accountant or Bookkeeper |
| Referral reward |
|---|
$100 per client |
| How to earn |
|---|
Add a small business client to Forwardly. Help the client receive a payment of $200 or more. |
Paying instantly through Forwardly costs 1% plus $1 per transaction ($10 maximum) to receive money in 20 seconds. Our Standard Same-Day ACH is free. Help your clients save their bottom line and earn referral rewards.
See PricingForwardly is free to sign up for and connect to. Sending payments is always free. Receiving Instant payments costs 1% plus $1 per transaction ($10 maximum). Receiving Standard Same-Day ACH payments is free.
Each client you invite can earn you $100. You can only earn a referral reward once for each business you onboard and help receive faster payments.
Nope, you don’t need a referral or a partner link. We’ll automatically assign your client’s business to you when you add them to the platform.
We send out partner rewards monthly. For each small business client you help onboard and receive a payment of $200, we’ll send you $100. Each business client is only eligible to earn you a reward once.
Absolutely! Create an account and let your account specialist know you’re interested in additional opportunities. We love working with our partners to create meaningful content, including webinars, blogs, case studies, and more.
