Your clients depend on your expertise. You can depend on Forwardly to handle payments faster, smarter, and more securely. Manage Accounts Payable and Receivable, approvals, and client collaboration; all in one place.
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One login. Many clients. Add, manage, and support every business you work with, without sharing account numbers or requesting direct bank access. Forwardly makes it easy to stay in control while giving clients the freedom to pay, approve, and view transactions in real time.
Pay vendors when it matters most. With auto-scheduling and approval workflows, your clients never miss a payment deadline again. Help your clients receive payments automatically the second they’re due.
Know exactly where every dollar is, across every client, every bill, and every payment with live dashboards and instant payment status updates. You and your clients can make decisions with confidence and avoid cash flow surprises.
If your accounting firm manages a large client list, Express Migration makes switching easy. We’ll securely import invoices and bills with minimal effort from your team.
One login. Many clients. Add, manage, and support every business you work with, without sharing account numbers or requesting direct bank access. Forwardly makes it easy to stay in control while giving clients the freedom to pay, approve, and view transactions in real time.
Pay vendors when it matters most. With auto-scheduling and approval workflows, your clients never miss a payment deadline again. Help your clients receive payments automatically the second they’re due.
Know exactly where every dollar is, across every client, every bill, and every payment with live dashboards and instant payment status updates. You and your clients can make decisions with confidence and avoid cash flow surprises.
If your accounting firm manages a large client list, Express Migration makes switching easy. We’ll securely import invoices and bills with minimal effort from your team.
You could be saving
1,965.75
per month on business transaction processing fees
Even better: Save
8.9 hours
per month using auto reconciliation.
You can save
21.2 hours
per month on repetitive manual labor with automatic reconciliation with leading accounting platforms.
Provide dedicated support for each client's account setup and migration process.
Offer tailored training sessions for the user and their clients to familiarize them with your platform's features and benefits.
A dedicated phone or chat line for immediate assistance, ensuring priority support.
Scheduled follow-ups to address any concerns and provide guidance on using the platform effectively.
Early or exclusive access to new tools and updates.
Regular opportunities for the user to provide feedback directly to the development team, ensuring their needs are being met.
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.
Forwardly has an exceptional team and an outstanding product. Their team's dedication, expertise, and support are unmatched, making every interaction smooth and productive. The product itself excels in performance and reliability, truly setting a new standard in the industry. I highly recommend Forwardly for its unparalleled service and cutting-edge solutions.
I've never had business payments transfer this fast. I have set up multiple clients for automatic payments, and so far, I’ve enjoyed being able to help my clients wait a little longer to pay their bills while still getting paid on time. My payments are fast (mostly same day with some instant). Forwardly team members are great to work with. I highly recommend it!
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!
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!
As a CPA, I value how I can provide the best service to my clients, specifically by improving the payment workflow experience for them. Forwardly's new real-time payment solution checks all the boxes. When I tell my clients I can save them money on fees and accept payments faster, they are excited to sign up.
Forwardly offers a convenient and fee-friendly means to manage money in and out for my small business. Their customer service has been exceptional.
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.
The team members are very supportive, if there is any issue it gets explained and resolved right away. Highly recommended.