Smarter financial management for accounting firms
Smarter financial management for accounting firms
Forwardly helps accounting firms simplify and automate their payment workflows, making it easier to manage client payments in one place. With an AI-native payment platform, you can reduce errors, gain real-time visibility into project cash flow, and boost overall financial efficiency.
Forwardly helps accounting firms simplify and automate their payment workflows, making it easier to manage client payments in one place. With an AI-native payment platform, you can reduce errors, gain real-time visibility into project cash flow, and boost overall financial efficiency.
Process Date
Delivered
Process Date
Delivered
Join the businesses that count on Forwardly
Join the businesses that count on Forwardly
Join the businesses that count on Forwardly
Next-level efficiency for modern accounting firms
Automate approvals without losing control
Automate approvals without losing control
Approval workflows matter in accounting. Forwardly lets you set custom approval rules, thresholds, and roles so the right people review the right payments every time. AI-powered automation reduces manual follow-ups, prevents errors, and maintains complete audit trails; without slowing down your team or your clients.
Approval workflows matter in accounting. Forwardly lets you set custom approval rules, thresholds, and roles so the right people review the right payments every time. AI-powered automation reduces manual follow-ups, prevents errors, and maintains complete audit trails; without slowing down your team or your clients.
Pay From
Pay From
***
***
Process Date
Process Date
Pay Amount
Pay Amount
$
$
435.00
435.00
Delivery Speed
Delivery Speed
Instant Transfer
Instant Transfer
$
$
Same Day
Same Day
Next Day
Next Day
Standard
Standard
Schedule
Schedule
Pay From
***
Process Date
Pay Amount
$
435.00
Delivery Speed
Instant Transfer
$
Same Day
Next Day
Standard
Schedule
Auto Payments
Auto Payments
Auto Payments
Enabled
Enabled
Enabled
Payer Information
Payer Information
Payer Information
Your Business Legal Name
Your Business Legal Name
Your Business Legal Name
Payment Method
Payment Method
Payment Method
Get clients paid faster, with less effort
Get clients paid faster, with less effort
Late payments hurt both your firm and your clients. Forwardly helps accounting firms send invoices instantly, request auto payments in bulk, and receive funds in under 60 seconds when needed. Payments land directly in your bank account with real-time notifications, giving you predictable cash flow and fewer outstanding balances.
Late payments hurt both your firm and your clients. Forwardly helps accounting firms send invoices instantly, request auto payments in bulk, and receive funds in under 60 seconds when needed. Payments land directly in your bank account with real-time notifications, giving you predictable cash flow and fewer outstanding balances.
One platform for client payments and firm expenses
One platform for client payments and firm expenses
Most accounting firms rely on a mix of accounting software, bank portals, spreadsheets, and email approvals. Forwardly replaces that patchwork with a single system to capture invoices, schedule payments, collect client funds, and reconcile everything automatically. With true 4-way sync, all payment activity stays connected, organized, and easy to manage as your firm grows.
Most accounting firms rely on a mix of accounting software, bank portals, spreadsheets, and email approvals. Forwardly replaces that patchwork with a single system to capture invoices, schedule payments, collect client funds, and reconcile everything automatically. With true 4-way sync, all payment activity stays connected, organized, and easy to manage as your firm grows.
Pay
Pay
Pay
Get Paid
Get Paid
Get Paid
View
View
View
Invoices
Invoices
Invoices
Due in 7 days
Due in 7 days
Due in 7 days
5
5
5
$11,000.38
$11,000.38
$11,000.38
Overdue
Overdue
Overdue
14
14
14
$10,550.00
$10,550.00
$10,550.00
New
New
New
3
3
3
$2,400.38
$2,400.38
$2,400.38
Payments
Payments
$174k
$174k
$174k
$253k
$253k
$253k
Automation that saves time, speeds up cash flow, and cuts costs.
Automation that saves time, speeds up cash flow, and cuts costs.
70+ hours
saved monthly by construction teams automating AP & AR workflows.
30% fewer errors
with AI-driven approval and payment processes.
Thousands of U.S. businesses
trust Forwardly’s automation to securely manage millions in payments.
Under 60 seconds
client payments land directly in your bank account, available 24/7/365.
Proof that better payments are possible
Proof that better payments are possible
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
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
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
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
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
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
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
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
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
Frequently asked questions
How does Forwardly help accounting firms automate client payments?
Forwardly simplifies AP and AR for accounting firms by automating invoice capture, vendor bill payments, approval workflows, and syncing everything in real time with client accounting systems.
Can Forwardly reduce repetitive accounting tasks?
Does Forwardly integrate with client accounting software?
Can firms onboard clients and vendors efficiently?
Is Forwardly cost-effective for firms managing multiple clients?