Blog
By:
Jane Ingram
Published
Q1 is done. You survived it. Now, breathe.
Before Q2 picks up speed, we wanted to land in your inbox with a few things actually worth your time; some simple and practical strategies to help you and your clients move faster this spring.
We've got something big to celebrate this month
We'll keep this one short because we think the recognition speaks for itself.
Forwardly has been named the 2026 B2B Payments Product of the Year by the FinTech Breakthrough Awards, from over 4,500 nominations.
It's validation of what a lot of you have already told us: that moving away from manual, document-heavy payment processes makes a real difference to how firms operate and how clients experience working with them.
And now, there's an easy way for your clients and friends to see it for themselves.
With our award win, we've launched an all-new 30-day bank payment free trial for all new businesses on the platform. The trial covers processing fees for instant payments, same-day ACH, next-day ACH, and standard ACH, so your clients can experience award-winning bank payments without any upfront commitment.
Available exclusively to new Forwardly customers, some conditions apply.
If you've been looking for the right moment to introduce someone to Forwardly, this is it.
Start your client's free trial →
The Zero AR Checklist: how to actually get there
Most firms treat overdue AR as a fact of life. A few have figured out it doesn't have to be.
Getting to zero AR isn't about chasing clients harder; it's about removing the friction that makes late payment the path of least resistance.
Here's how the firms doing it well have set it up:
Invoice the moment the work is done
Make paying effortless
Automate follow-ups before they're overdue
Use remittance data to close the loop
Review AR weekly, not monthly
Zero AR is a system, not a miracle. And once it's running, it mostly runs itself.
Next certification training: May session
Want to get more out of Forwardly and bring even more value to your clients?
Our Forwardly Certification sessions are designed to help accountants and firms get the most from the Forwardly platform and turn product knowledge into real impact for their clients. We run these sessions regularly, so you can join whenever the next one fits your schedule.
Wednesday, May 6th, 2026
10:00 AM PT | 1:00 PM ET
Register for the training session →
Upcoming Webinar: AI and the new CFO playbook
If you work with CFOs or finance leaders or you're stepping into that advisory role yourself, this one's worth an hour of your time.
AI and the New CFO Playbook: Turning Financial Data into Decisions
Hosted by the CFO Leadership Council
Speaker: Mark Brousseau, President, Brousseau & Associates
What you'll walk away with:
How AI is changing the way CFOs use financial data to support decision-making
The role of AI in improving financial agility and responsiveness across the organisation
A practical action plan for evaluating and implementing AI-powered capabilities in finance
Key considerations around governance, controls, and data readiness
How to move beyond dashboards and reporting and toward actual financial intelligence
Less theory, more actionable.
The AI-powered AP inbox our users are raving about
Since launch, the response to Forwardly's AI-powered AP inbox has been overwhelmingly positive; businesses are telling us it's the first AI tool that actually fits into how they work, not the other way around.
You already know the pain. Hundreds of invoices. Manual coding. Line items that don't match. And a team spending more time on data entry than anything else.
Your business's Forwardly inbox cuts all of that out. It automatically captures and processes invoices, handling hundreds in minutes with near-100% accuracy. And the more you use it, the smarter it gets.
It learns from past invoices and applies that logic instantly across hundreds of line items, so even complex, multi-line items get coded correctly without anyone touching them.
Teams process more, faster, with far less manual effort.
See how to enable your bill inbox now →
Monthly insights, right into your inbox
By:
Jane Ingram
Published
