Earn rewards by referring businesses to Forwardly
Payment type
Forwardly Partner
Certified Partner
Maximum reward per referred business
$100
$115
Public product certification
Unique referral link
Specialized training
Marketing materials for promotion
Expanded co-marketing opportunities
Dedicated account support
Basic
Comprehensive
Public-facing partner badges
Why refer Forwardly
Help clients get paid faster and pay smarter
Faster payments and automated AR mean less chasing invoices. AI-powered AP keeps bills moving with clean AI bill data extraction, smart approvals, and fewer late payments, without adding complexity.
Reduce friction across every client relationship
Join the Forwardly Business Network to connect with verified businesses, simplifying invoicing and bill creation through a unique 4-way sync that securely connects with your client and vendors’ accounting systems for accurate transactional data and less manual entry
Built-in trust and security for every transaction
Forwardly is built with bank-grade encryption, advanced fraud prevention, and full compliance with industry standards, so you can send and receive payments with total confidence.
How Forwardly certification works
Step 1
Sign up as a Forwardly Partner.
Step 2
Take the Forwardly certification exam or attend a Forwardly certification training session.
Step 3
Pass the exam (multiple choice) to become a Forwardly Certified Partner.
Step 4
Get a public badge and a credential link you can add to your LinkedIn profile, website, or email signature.
Step 5
Earn an enhanced referral reward for each verified business referral.
Become a referral partner and earn rewards
Frequently asked questions
What is the Forwardly Partner Program and how does it work?
The Forwardly Partner Program rewards accountants, bookkeepers, financial advisors, and industry professionals who refer businesses to Forwardly. Partners earn cash rewards for each referred business that becomes active on the Forwardly platform and meets the required activity criteria. The program is free to join and is built to make it simple to recommend Forwardly to clients while earning rewards for successful referrals. For more details, see our support article.
How do I become a Forwardly Certified Partner?
What additional rewards do Forwardly Certified Partners receive?
How can I use my Forwardly Certification badge?
What's the difference between being a partner and an affiliate?
Can I participate in both programs?