Audience

Accountants | Bookkeepers | CFOs | Small Business Owners

About Forwardly

Forwardly's B2B payment solution sets a new standard in AR/AP management for small businesses across the US. With its innovative 4-way sync feature, Forwardly effortlessly connects with your clients' and vendors' accounting systems, eliminating the need for manual reconciliation and data entry—saving valuable time each month.

Our real-time payment platform allows businesses to send and receive payments instantly, 24/7/365. Enjoy the freedom of free same-day ACH transfers and receive instant payments at minimal cost. With Forwardly, you can optimize cash flow management with zero monthly fees. Experience seamless payment solutions and improved efficiency with Forwardly. Discover more at Forwardly.com

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Pricing

Starting Price:
$0/Month
Pricing Details:
Forwardly is free to use for unlimited users and connected businesses. Secure Accounting Data Access to QuickBooks Online, Xero, FreshBooks and Zoho Books.

Get Paid in Seconds: Receive Instant payments for only 1% (max $10 per transaction) while same-day ACH transfers are entirely free (depending on instant payment availability).

Send Instant payment and Same-Day ACH payments for free.
Free Version:
Free Version available.

Integrations

See Integrations

Ratings/Reviews - 5 User Reviews

Overall 3.6 / 5
ease 4.0 / 5
features 4.2 / 5
design 4.0 / 5
support 3.4 / 5
More Reviews Write a Review

Company Information

ForwardAI
Founded: 2022
United States
www.forwardly.com

Videos and Screen Captures

Play Video Home Dashboard Bill Payments Invoice Payments Approval Workflows
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online

Forwardly Frequently Asked Questions

Q: What kinds of users and organization types does Forwardly work with?
Q: What languages does Forwardly support in their product?
Q: What kind of support options does Forwardly offer?
Q: What other applications or services does Forwardly integrate with?
Q: What type of training does Forwardly provide?
Q: How much does Forwardly cost?
Q: What pricing for support is available for Forwardly?
Q: What pricing for training is available for Forwardly?

Forwardly Product Features

Forwardly Verified User Reviews

Write a Review
  • Rob B.
    Office Admin
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great company & prompt service"

    Posted 2025-07-02

    Pros: Easy-to-use platform, onboarding was a breeze. Within a day I was able to request the payments from my clients.

    Cons: Relatively new platform, but I can't think of any at this point.

    Overall: I highly recommend it to other businesses. If you are looking for a quick and easy way to get your payment, this is the platform.

    Read More...
  • A Forwardly User
    Owner
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Us based, actual person on the phone? Look elsewhere"

    Posted 2025-06-25

    Pros: It seemed simple enough, sign up, link the bank, start sending invoices. They make it sounds very easy…

    Cons: When it actually came time for customers to pay, they reported website slowness, difficulty linking/verifying their bank info. When it comes to support, it’s non existent. The only option they have is email support, don’t expect a fast response either.

    Overall: Terrible, we onboarded with them a couple of months before sending any invoices, when it came time to receive payment they were requesting bank statements (which they already have access to through plaid), they also wanted a copy of customer contracts to verify payments. Very phishy business practices, no actual human support.

    Read More...
  • Rebecca K.
    Owner
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Easy to receive & send payments"

    Posted 2025-01-27

    Pros: Very user friendly. Account setup was smooth. Payment processing is super easy & quick which improved the cash flow.

    Cons: First couple of payments for each client took time but got better & faster with time.

    Overall: It is a great platform for a small business and much satisfied with it's performance. Looking forward to what they would add to the features next.

    Read More...
  • Ramesh P.
    Accountant
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Won me due to great service "

    Posted 2024-11-10

    Pros: I was paying all my bills through Chase and I am surprised to see the time automation has saved us. Easy to use with my Quickbooks.

    Cons: Every payment needs an OTP and it was a challenge during my overseas trip

    Overall: Very happy customer since May 2024. It was a pleasant experience dealing with their support team. Sometimes it feels like too much communication happening from their side making me feel bad :)

    Read More...
  • Elam K.
    Owner
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Really bad"

    Posted 2024-10-16

    Pros: The product seemed great from their advertisement but...it was awful. They took my money and then closed my account.

    Cons: This was an awful ride with Forwardly. They gave me a hassle getting on and then even gave the people hassle I was paying. The final straw was they took my money that I had sent to people and then suspended all our accounts.

    Overall: They have the money and I am without a way of getting my money back.

    Read More...
    Reply from Forwardly
    Posted 2024-10-18
    Hi Elam, Thank you for reaching out and sharing your feedback about your experience with Forwardly. Unfortunately, certain businesses fall outside of our risk tolerance, which is why we’re unable to support them at this time. As outlined in our policy, when a business is suspended, any pending transactions are canceled and returned. More details about this process can be found in our support portal. If you have any further questions, feel free to submit a ticket, and we’ll be happy to assist you.
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