Blog
By:
Maninder Sidhu
Published
What if invoices, approvals, and reconciliation handled themselves? For more firms each month, that's not hypothetical; it's just how their financial process works.
This month, we're sharing how firms are using Forwardly to cut manual work and tighten cash flow visibility. You'll also find a new guide on speeding client payments, four events worth adding to your calendar, and a quick read on what's shifting in the profession.
Let's get into it.
Feature spotlight: Automatic Bill Payments
Scheduling payments one by one is the silent time-killer of AP. You open the bill, pick a date, double-check the vendor, schedule it, and move on. Repeat 40 times. Even with bulk payment options, that's not a workflow; that's a chore list.
Forwardly's bills Auto Payment feature handles it for you. Set up Auto Payments at the vendor and supplier level, and bills move from "unpaid" to "paid" without you babysitting the queue:
Bills for auto-pay vendors are paid automatically on the due date
Set the preferred payment speed (instant, next day, or standard) for each vendor
The Forwardly AI Agent reviews every bill and flags anything unusual for your review before payment
Get real-time visibility into what's scheduled, what's paid, and what's coming up
You get immediate payoff: fewer late fees, fewer manual scheduling clicks, and a calendar that's no longer running your week.
Set up Auto Payments for a supplier →
Limited time: lock in lower rates for a full year
Until May 31st, new businesses added to Forwardly can lock in significantly reduced payment fee rates for 12 months from their first payment.
Instant bank transfers capped at $5
Same-day ACH capped at $4
Next-day ACH capped at $3
If you have clients sitting on the fence about getting started, this is the moment to nudge them. The offer applies to any new business added before May 31st, and the reduced rates are guaranteed for a full year from signup. T&C apply.
Start your client's free trial →
Three AI questions your clients will ask you this year
"Should I be using AI in my bookkeeping?"
"Is my data safe if you do?"
"What's it actually going to change for my business?"
Do you have the answers ready for them? The firm leaders who can talk about AI confidently are the ones winning new clients right now, and this year is already a battleground for retention. If you aren't ready to talk to your clients, we have the solution:
Upcoming Webinar: AI and the new CFO playbook
AI is changing the way modern finance teams make financial decisions. If you work with growing businesses and haven't dug into how to use AI efficiently and safely, this session is a must-watch.
Hosted by the CFO Leadership Council
Speaker: Mark Brousseau, President, Brousseau & Associates
Date: Wednesday, May 20, 2026
Time: 10:00 AM – 11:00 AM PT
Other events you don't want to miss
Live panel: Practical AI in your firm
Forwardly's Nick Chandi joins Jeanne Hardy (Levvy) and Seth Fineberg (Accountants Forward) for a live panel on what AI actually looks like inside an accounting firm.
Less hype, more "what's working right now."
Hosted by CPE Today
Date: Wednesday, May 27, 2026
Time: 2:00 PM ET / 11:00 AM PT
Stop by Forwardly at Scaling New Heights 2026
In just a few short weeks, we'll be headed to Orlando for the biggest accounting tech conference of the year. Stop by our booth (#6) and say hi to Nick and Jane from Team Forwardly. We'll have fun gifts, a demo of our latest features, and a special offer ready for all booth visitors.
Can't make it? Book a 1:1 demo to see what's new →
Next certification training: June session
Certified partners don't just know the platform and get extra rewards for their referrals; they use it to win more clients, add more value, and grow faster. Our next training session is coming up, and spots fill quickly.
Wed, June 3, 2026
11:00 AM PT | 2:00 PM ET
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By:
Maninder Sidhu
Published
