Smarter payments for marketing and advertising agencies
Smarter payments for marketing and advertising agencies
Marketing and advertising agencies manage complex cash flow across clients, media platforms, freelancers, and vendors. Forwardly is designed specifically for agency workflows, using AI-native approvals and automated payments to reduce delays, improve cash flow visibility, and replace fragmented tools with a smarter, more scalable way to manage AR and AP.
Marketing and advertising agencies manage complex cash flow across clients, media platforms, freelancers, and vendors. Forwardly is designed specifically for agency workflows, using AI-native approvals and automated payments to reduce delays, improve cash flow visibility, and replace fragmented tools with a smarter, more scalable way to manage AR and AP.
Process Date
Process Date
Delivered
Delivered
Join the businesses that count on Forwardly
Join the businesses that count on Forwardly
Join the businesses that count on Forwardly
Simplify agency finances with Forwardly
Payments that match how agencies work
Payments that match how agencies work
Agencies manage client retainers, media spend, freelancers, and campaign-based billing. Forwardly supports these workflows out of the box, making it easy to collect client payments, schedule vendor payouts, and keep campaigns running without cash flow delays or adding headcount.
Agencies manage client retainers, media spend, freelancers, and campaign-based billing. Forwardly supports these workflows out of the box, making it easy to collect client payments, schedule vendor payouts, and keep campaigns running without cash flow delays or adding headcount.
Pay From
Pay From
Pay From
***
***
***
Process Date
Process Date
Process Date
Pay Amount
Pay Amount
Pay Amount
$
$
$
435.00
435.00
435.00
Schedule
Schedule
Schedule
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
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
Smarter approvals with less manual work
Smarter approvals with less manual work
Forwardly uses AI-native approval workflows to automatically handle low-risk payments and surface only what needs review. Finance teams reduce late payments, maintain control over spend, and avoid bottlenecks without adding more approval layers.
Forwardly uses AI-native approval workflows to automatically handle low-risk payments and surface only what needs review. Finance teams reduce late payments, maintain control over spend, and avoid bottlenecks without adding more approval layers.
A clear upgrade from disconnected tools
A clear upgrade from disconnected tools
Most agencies rely on a mix of accounting software, bank portals, spreadsheets, and manual approvals. Forwardly replaces that patchwork with a single platform that manages invoice capture, automated payments, smart approvals, and reconciliation; powered by 4-way sync across bills, payments, and your accounting system for real-time visibility and scalable growth.
Most agencies rely on a mix of accounting software, bank portals, spreadsheets, and manual approvals. Forwardly replaces that patchwork with a single platform that manages invoice capture, automated payments, smart approvals, and reconciliation; powered by 4-way sync across bills, payments, and your accounting system for real-time visibility and scalable growth.
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
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 per month as agencies eliminate manual payment tasks by automating with Forwardly.
Thousands of U.S. businesses
trust Forwardly’s automation to securely manage millions in payments.
30% fewer
late fees as agencies streamline approvals and automate on-time payments with Forwardly.
Under 60 seconds
client payments land directly in your agency’s bank account, available 24/7/365.
Proof that better payments are possible
Proof that better payments are possible
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
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
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
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
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
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
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
Frequently asked questions
How does Forwardly help marketing agencies manage invoice payments?
Forwardly helps marketing and advertising agencies automate invoice payments by streamlining accounts receivable, reducing delays, and getting paid 3x faster. Agencies gain real-time visibility into incoming payments and improve cash flow predictability.
Can Forwardly automate vendor and freelancer bill payments?
How does Forwardly improve cash flow for marketing agencies?
Does Forwardly support approval workflows for agency teams?
Can Forwardly reduce manual accounting work for agencies?
Does Forwardly integrate with agency accounting software?
Is Forwardly suitable for growing marketing and advertising agencies?