Smarter approval workflows for faster, secure payments
Smarter approval workflows for faster, secure payments
Forwardly simplifies accounts payable with advanced approval workflows. Automate approvals, assign roles, enforce policies, and track every transaction in real time, so your invoices never get stuck and your finance team stays in control.
Forwardly simplifies accounts payable with advanced approval workflows. Automate approvals, assign roles, enforce policies, and track every transaction in real time, so your invoices never get stuck and your finance team stays in control.
Make a Payment
Make a Payment
Make a Payment
Pay From
Pay From
Pay From
*** 1234
*** 1234
*** 1234
VISA
VISA
VISA
*** 1342
*** 1342
*** 1342
Process Date
Process Date
Process Date
Mar 28, 2025
Mar 28, 2025
Mar 28, 2025
Delivery Speed
Delivery Speed
Delivery Speed
Instant Transfer
Instant Transfer
Instant Transfer
$
$
$
Same Day
Same Day
Same Day
Next Day
Next Day
Next Day
Standard
Standard
Standard
Internal Remarks
Internal Remarks
Internal Remarks
Write your remarks here.
Write your remarks here.
Write your remarks here.
0/200
0/200
0/200
Submit for Approval
Submit for Approval
Submit for Approval
Current Approval Required
Current Approval Required
Current Approval Required
Any of
Any of
Any of
Max I.
Max I.
Max I.
Sam C.
Sam C.
Sam C.
Vivek S.
Vivek S.
Vivek S.
Dev M.
Dev M.
Dev M.
+4
+4
+4
Why Forwardly approval workflows work for your team
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
Custom roles & permissions
Custom roles & permissions
Define approvers, assign responsibilities, and maintain separation of duties to reduce errors and prevent fraud.
Define approvers, assign responsibilities, and maintain separation of duties to reduce errors and prevent fraud.
Define approvers, assign responsibilities, and maintain separation of duties to reduce errors and prevent fraud.
Flexible approval policy flows
Flexible approval policy flows
Create sequential or parallel approval layers that match your company’s structure and internal policies.
Create sequential or parallel approval layers that match your company’s structure and internal policies.
Create sequential or parallel approval layers that match your company’s structure and internal policies.
Real-time tracking & notifications
Real-time tracking & notifications
Monitor approval progress, send automated reminders, and approve bills instantly via dashboard.
Monitor approval progress, send automated reminders, and approve bills instantly via dashboard.
Monitor approval progress, send automated reminders, and approve bills instantly via dashboard.
Digital approvals anywhere
Digital approvals anywhere
Replace manual signatures with electronic approvals so teams can approve invoices from anywhere, anytime
Replace manual signatures with electronic approvals so teams can approve invoices from anywhere, anytime
Replace manual signatures with electronic approvals so teams can approve invoices from anywhere, anytime
Built-in tools to simplify approvals
Smart & automated routing
Smart & automated routing
Automatically send invoices to the right approvers based on amount, department, or vendor. Configure routing rules that match your company’s structure and reduce bottlenecks. With automated routing, approvals happen faster, and no invoice gets lost or delayed.
Automatically send invoices to the right approvers based on amount, department, or vendor. Configure routing rules that match your company’s structure and reduce bottlenecks. With automated routing, approvals happen faster, and no invoice gets lost or delayed.
Pay From
Pay From
***
***
Delivery Speed
Delivery Speed
Same Day
Same Day
Delivery Speed
Delivery Speed
Instant Transfer
Instant Transfer
$
$
Same Day
Same Day
Next Day
Next Day
Standard
Standard
Pay Amount
Pay Amount
$
$
435.00
435.00
Process Date
Process Date
Schedule
Schedule
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
Auto Payments
Auto Payments
Enabled
Enabled
Payer Information
Payer Information
Your Business Legal Name
Your Business Legal Name
Payment Method
Payment Method
Customizable policies & approval groups
Customizable policies & approval groups
Set up multi-layered approval flows to reflect your team’s structure. Assign specific approvers to dollar thresholds, or departments. Easily create and manage approval groups, designate responsibilities, and enforce policies like dual approvals for high-value transactions. This ensures proper internal controls and minimizes risk of errors or fraud.
Set up multi-layered approval flows to reflect your team’s structure. Assign specific approvers to dollar thresholds, or departments. Easily create and manage approval groups, designate responsibilities, and enforce policies like dual approvals for high-value transactions. This ensures proper internal controls and minimizes risk of errors or fraud.
Real-time tracking & digital approvals
Real-time tracking & digital approvals
Track the status of every invoice in real time. Send automated reminders, approve or deny bills, and maintain audit-ready records effortlessly. Forwardly’s digital approvals replace manual signatures and paper trails, giving teams complete control anywhere, anytime.
Track the status of every invoice in real time. Send automated reminders, approve or deny bills, and maintain audit-ready records effortlessly. Forwardly’s digital approvals replace manual signatures and paper trails, giving teams complete control anywhere, anytime.
Approvers
Approvers
Approvers
Delivery Speed
Delivery Speed
Delivery Speed
Process Date
Process Date
Process Date
Pay Amount
Pay Amount
Pay Amount
IH
IH
IH
VC
VC
VC
+3
+3
+3
Instant
Instant
Instant
Apr 3, 2025
Apr 3, 2025
Apr 3, 2025
$9,100.00
$9,100.00
$9,100.00
SS
SS
SS
N,
N,
N,
+2
+2
+2
Instant
Instant
Instant
Apr 3, 2025
Apr 3, 2025
Apr 3, 2025
$1,550.00
$1,550.00
$1,550.00
IH
IH
IH
NM
NM
NM
SS
SS
SS
Standart
Standart
Standart
Apr 10, 2025
Apr 10, 2025
Apr 10, 2025
$650.00
$650.00
$650.00
+2
+2
+2
NN
NN
NN
SS
SS
SS
Instant
Instant
Instant
Apr 3, 2025
Apr 3, 2025
Apr 3, 2025
$1,550.00
$1,550.00
$1,550.00
Delivered
Delivered
Delivered
Frequently asked questions
What are approval workflows?
Approval workflows let businesses control who can approve payments before funds are sent. Forwardly ensures that every payment follows your internal approval policies, reducing errors and improving financial control. With custom roles, multi-level approvals, and a full audit log, admins have complete visibility over every transaction.
Why should my business use approval workflows?
How do approval workflows work in Forwardly?
Can I have multiple approvers for a single payment?
Can approval workflows be customized for different roles?
Does Forwardly offer a free trial for new users?