Turn messy bills into pay-ready data in seconds
Turn messy bills into pay-ready data in seconds
Manual bill processing costs small and medium-sized businesses time, money, and visibility. Forwardly’s AI-powered bill capture automatically extracts invoice data, routes bills for approval, and prepares them for fast, secure payment; all in one platform built for U.S. businesses.
Manual bill processing costs small and medium-sized businesses time, money, and visibility. Forwardly’s AI-powered bill capture automatically extracts invoice data, routes bills for approval, and prepares them for fast, secure payment; all in one platform built for U.S. businesses.
Vendor
Vendor
Due Amount
Due Amount
DE
DE
CE
CE
AI
AI
Acme Machines Inc.
Acme Machines Inc.
$2,100.00
$2,100.00
ME
ME
INVOICE
INVOICE
Maple Syrup Enterprises
Maple Syrup Enterprises
123, King Street,
123, King Street,
San Pablo, CA 87999
San Pablo, CA 87999
Bill to
Bill to
Acme Machines Inc.
Acme Machines Inc.
finance@acmemachine.com
finance@acmemachine.com
Invoice ref#: INV-0001
Invoice ref#: INV-0001
Invoice date: 10/30/2024
Invoice date: 10/30/2024
Invoice due date: 11/05/2024
Invoice due date: 11/05/2024
#
#
Item
Item
Description
Description
Qty/Hours
Qty/Hours
Rate (USD)
Rate (USD)
Tax
Tax
Amount (USD)
Amount (USD)
1
1
Cranes Operations Service
Cranes Operations Service
crane services on hourly basis
crane services on hourly basis
20
20
$50.00
$50.00
10%
10%
$1,000.00
$1,000.00
2
2
Elevator Operations Service
Elevator Operations Service
elevator services on hourly basis
elevator services on hourly basis
25
25
$40.00
$40.00
--
--
$1,000.00
$1,000.00
Memo
Memo
Invoice for the month of March 2024,
Labor and Other Ops/Services, tax
exempted. Please pay by the due date.
Invoice for the month of March 2024,
Labor and Other Ops/Services, tax
exempted. Please pay by the due date.
Subtotal
Subtotal
$2,000.00
$2,000.00
Tax 10%
Tax 10%
$100.00
$100.00
Invoice
Total
Invoice
Total
$2,100.00
$2,100.00
Sender's Email
Sender's Email
bills@maplesyrup.com
bills@maplesyrup.com
Date
Date
April 26, 2025
April 26, 2025
Email Subject
Email Subject
Invoice payment against bill
Invoice payment against bill
Message
Message
Please make payment against Invoice 0001
Please make payment against Invoice 0001
Create Bill
Create Bill
The problem with manual bill processing
14.6 days
is the average time it takes to manually process an invoice, slowing approvals and vendor payments.
39%
of invoices contain errors when handled manually, leading to rework and overpayments.
70%
of finance teams still rely heavily on manual processes, limiting efficiency and visibility.
5+ days
every month are spent just processing invoices manually instead of focusing on higher-value work.
Automation that saves time, speeds up cash flow, and cuts costs.
Automation that saves time, speeds up cash flow, and cuts costs.
AI extracts bill data instantly
Upload or forward a bill, and Forwardly’s AI OCR reads the invoice and pulls key details like vendor name, invoice number, dates, line items, amounts, and due dates in seconds. No manual typing needed.
Faster approvals
Bills arrive pre-filled and ready to review, making approvals quick and consistent across teams.
AI gets smarter with every bill
AI reduces duplicate entries, missing fields, and human errors that cause payment issues. Forwardly learns from your actions, continuously training the AI to match how you do billing.
Clear audit trails
Every bill includes a complete record of uploads, approvals, and payments, keeping your books clean and audit-ready.
Built specifically for finance teams and business owners
Built specifically for finance teams and business owners
No complex implementation or long onboarding
No dependency on accounting software
Built for fast decisions, not back-office busywork
Works whether you process a hundreds of bills or thousands each month
Businesses like yours choose Forwardly
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
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
Forwardly support is super helpful, and I love that when I submit an inquiry, there's a response right away from one of the staff acknowledging that they have received my email and someone will reach out soon. I also love that they always update me when an issue is resolved. I’m super satisfied and grateful for Forwardly.
Liza Nakamura
CEO, 51st Business Solutions
Working with the Forwardly team has been an exceptionally positive experience. The teams commitment to excellence is reflected not only in their innovative approach but also in their attentive and supportive nature. They truly stand out in the fintech space with what I consider to be the best instant payment solution available today.
Richard Roppa-Roberts
Business Owner, Roundtable Labs
Forwardly provides me a simple way for my clients to pay my invoices while also saving money. Their support is attentive and the team is passionate about their product!
Matthew Fulton
Business Owner, Parkway Business Solutions
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.
Jackie Anthony
Founder, AllCents Consulting
Forwardly is intuitive and easy to use. Best of all it is FREE!
Sheldon Zimmerman
EA, Licensed Tax Professional, Gehman Accounting
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
I've worked in accounting for over 20 years and Forwardly's new instant payment tool is a game changer. Any time you can assist your clients on improving their cash flow is a feather in your cap and a boon for the client. I am so pleased to share Forwardly's platform with my clients since they are benefiting from a significant reduction in fees and receiving payments right away. The team at Forwardly has been of great help onboarding clients!
Christanne Wright
Founder, Your Wright Resources
Forwardly makes managing money in and out of my small business incredibly convenient and fee-friendly. Their platform offers exceptional customer service. Highly recommend!
Emily Smith
Accountant, Skate VIDA
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.
Jels Hayes
Business Owner, Jels Hayes Financial Solutions
I have recently started using Forwardly, I am finding it easy to use. The customer service is great! Aaron has helped me so much. Excellent customer service, and the pricing is fair. Currently, I will be using Forwardly to collect client payments. In the future, I plan on using other areas. My reasons for switching to Forwardly were the cost of processing payments, and I like the setup with Forwardly better. As my business grows, I can do a lot in Forwardly.
Tomeka Capps
Owner and Bookkeeper, Accounting Firm
Prompt with all support concerns, and the service has been good. The fees are more than acceptable compared to other services. Initial setup seems to take a bit of time, but it was all in the name of security, so it’s not really a con. The auto payment feature was the selling point.
Chris W
Owner, Transportation Trucking Company
A professional and expedient option that balances value for money, with a long term free/trial tier to try out. Excellent professional support, product turnaround times are great, platform integrates well with known packages like Xero and Plaid service to banking.
Stephan P.
Founder, Investment Management
Businesses like yours choose Forwardly
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
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
Forwardly support is super helpful, and I love that when I submit an inquiry, there's a response right away from one of the staff acknowledging that they have received my email and someone will reach out soon. I also love that they always update me when an issue is resolved. I’m super satisfied and grateful for Forwardly.
Liza Nakamura
CEO, 51st Business Solutions
Working with the Forwardly team has been an exceptionally positive experience. The teams commitment to excellence is reflected not only in their innovative approach but also in their attentive and supportive nature. They truly stand out in the fintech space with what I consider to be the best instant payment solution available today.
Richard Roppa-Roberts
Business Owner, Roundtable Labs
Forwardly provides me a simple way for my clients to pay my invoices while also saving money. Their support is attentive and the team is passionate about their product!
Matthew Fulton
Business Owner, Parkway Business Solutions
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.
Jackie Anthony
Founder, AllCents Consulting
Forwardly is intuitive and easy to use. Best of all it is FREE!
Sheldon Zimmerman
EA, Licensed Tax Professional, Gehman Accounting
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
I've worked in accounting for over 20 years and Forwardly's new instant payment tool is a game changer. Any time you can assist your clients on improving their cash flow is a feather in your cap and a boon for the client. I am so pleased to share Forwardly's platform with my clients since they are benefiting from a significant reduction in fees and receiving payments right away. The team at Forwardly has been of great help onboarding clients!
Christanne Wright
Founder, Your Wright Resources
Forwardly makes managing money in and out of my small business incredibly convenient and fee-friendly. Their platform offers exceptional customer service. Highly recommend!
Emily Smith
Accountant, Skate VIDA
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.
Jels Hayes
Business Owner, Jels Hayes Financial Solutions
I have recently started using Forwardly, I am finding it easy to use. The customer service is great! Aaron has helped me so much. Excellent customer service, and the pricing is fair. Currently, I will be using Forwardly to collect client payments. In the future, I plan on using other areas. My reasons for switching to Forwardly were the cost of processing payments, and I like the setup with Forwardly better. As my business grows, I can do a lot in Forwardly.
Tomeka Capps
Owner and Bookkeeper, Accounting Firm
Prompt with all support concerns, and the service has been good. The fees are more than acceptable compared to other services. Initial setup seems to take a bit of time, but it was all in the name of security, so it’s not really a con. The auto payment feature was the selling point.
Chris W
Owner, Transportation Trucking Company
A professional and expedient option that balances value for money, with a long term free/trial tier to try out. Excellent professional support, product turnaround times are great, platform integrates well with known packages like Xero and Plaid service to banking.
Stephan P.
Founder, Investment Management
Businesses like yours choose Forwardly
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
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
Forwardly support is super helpful, and I love that when I submit an inquiry, there's a response right away from one of the staff acknowledging that they have received my email and someone will reach out soon. I also love that they always update me when an issue is resolved. I’m super satisfied and grateful for Forwardly.
Liza Nakamura
CEO, 51st Business Solutions
Working with the Forwardly team has been an exceptionally positive experience. The teams commitment to excellence is reflected not only in their innovative approach but also in their attentive and supportive nature. They truly stand out in the fintech space with what I consider to be the best instant payment solution available today.
Richard Roppa-Roberts
Business Owner, Roundtable Labs
Forwardly provides me a simple way for my clients to pay my invoices while also saving money. Their support is attentive and the team is passionate about their product!
Matthew Fulton
Business Owner, Parkway Business Solutions
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.
Jackie Anthony
Founder, AllCents Consulting
Forwardly is intuitive and easy to use. Best of all it is FREE!
Sheldon Zimmerman
EA, Licensed Tax Professional, Gehman Accounting
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
I've worked in accounting for over 20 years and Forwardly's new instant payment tool is a game changer. Any time you can assist your clients on improving their cash flow is a feather in your cap and a boon for the client. I am so pleased to share Forwardly's platform with my clients since they are benefiting from a significant reduction in fees and receiving payments right away. The team at Forwardly has been of great help onboarding clients!
Christanne Wright
Founder, Your Wright Resources
Forwardly makes managing money in and out of my small business incredibly convenient and fee-friendly. Their platform offers exceptional customer service. Highly recommend!
Emily Smith
Accountant, Skate VIDA
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.
Jels Hayes
Business Owner, Jels Hayes Financial Solutions
I have recently started using Forwardly, I am finding it easy to use. The customer service is great! Aaron has helped me so much. Excellent customer service, and the pricing is fair. Currently, I will be using Forwardly to collect client payments. In the future, I plan on using other areas. My reasons for switching to Forwardly were the cost of processing payments, and I like the setup with Forwardly better. As my business grows, I can do a lot in Forwardly.
Tomeka Capps
Owner and Bookkeeper, Accounting Firm
Prompt with all support concerns, and the service has been good. The fees are more than acceptable compared to other services. Initial setup seems to take a bit of time, but it was all in the name of security, so it’s not really a con. The auto payment feature was the selling point.
Chris W
Owner, Transportation Trucking Company
A professional and expedient option that balances value for money, with a long term free/trial tier to try out. Excellent professional support, product turnaround times are great, platform integrates well with known packages like Xero and Plaid service to banking.
Stephan P.
Founder, Investment Management
Frequently asked questions
What is Forwardly AI-powered bill capture?
Forwardly’s AI-powered bill capture automatically reads and extracts data from your invoices, eliminating manual entry. Simply upload or forward a bill, and Forwardly intelligently scans the document, captures key details and prepares it for review within seconds. You can quickly edit, approve, or schedule the payment right away.
How does Forwardly’s AI bill capture work?
How accurate is Forwardly’s AI bill capture?
Can multiple team members review and approve bills?
Do I need accounting software to use Forwardly bill capture?
Does Forwardly offer a free trial for new users?