Built for ERP partners serving growing businesses
Built for ERP partners serving growing businesses
For ERP VARs, consultants, and midmarket partners, Forwardly makes it easy to offer smarter AP and AR with automated approvals, AI-driven bill processing, and real-time visibility; designed to work with the systems your clients already trust.
For ERP VARs, consultants, and midmarket partners, Forwardly makes it easy to offer smarter AP and AR with automated approvals, AI-driven bill processing, and real-time visibility; designed to work with the systems your clients already trust.
Make a Payment
Make a Payment
Pay From
Pay From
***
***
Delivery Speed
Delivery Speed
Instant Transfer
Instant Transfer
Pay Amount
Pay Amount
$
$
435.00
435.00
Process Date
Process Date
Mar 22, 2025
Mar 22, 2025
Internal Remarks
Internal Remarks
Write your remarks here.
Write your remarks here.
0/200
0/200
Submit for Approval
Submit for Approval
Current Approval Required
Current Approval Required
Any of
Any of
Max I.
Max I.
Sam C.
Sam C.
Vivek S.
Vivek S.
Dev M.
Dev M.
+4
+4
Why partner with Forwardly?
Auto Payments
Auto Payments
Auto Payments
Enabled
Enabled
Enabled
Pay
Pay
Pay
Get Paid
Get Paid
Get Paid
View
View
View
Bills
Bills
Bills
Due in 7 days
Due in 7 days
Due in 7 days
5
5
5
$11,000
$11,000
$11,000
.38
.38
.38
Overdue
Overdue
Overdue
14
14
14
$10,550
$10,550
$10,550
.00
.00
.00
For Review
For Review
For Review
3 pending
3 pending
3 pending
Awaiting Your Approval
Awaiting Your Approval
Awaiting Your Approval
6 pending
6 pending
6 pending
Help your clients automate AP and AR
Help your clients automate AP and AR
Streamline approvals with AI-driven bill data extraction and reduce manual work across payables and receivables.
Streamline approvals with AI-driven bill data extraction and reduce manual work across payables and receivables.
Real-time visibility into spend and cash flow
Real-time visibility into spend and cash flow
Give clients better control and clearer financial insight.
Give clients better control and clearer financial insight.
Faster, more flexible payments
Faster, more flexible payments
Multiple payment speed options to match how clients operate.
Multiple payment speed options to match how clients operate.
Seamless ERP fit
Seamless ERP fit
Integrates smoothly with the systems clients already use and trust.
Integrates smoothly with the systems clients already use and trust.
Partner-friendly growth
Partner-friendly growth
Flexible referral models and dedicated support to help grow your business.
Flexible referral models and dedicated support to help grow your business.
Forwardly Trusted Partner Program
Tangible results, not just promises
Tangible results, not just promises
40%
less time spent on reconciliation
60%
faster month-end close
99%
faster payment processing with instant payments
85%
reduction in repetitive payment tasks
What our partners and customers are saying
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
What our partners and customers are saying
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