Become a Proactive Cash Flow Champion for Your Small Business Clients

Say goodbye to complicated cash flow excel sheets with Forwardly - the one-stop shop for small business cash flow management.

Become a Proactive Cash Flow Champion for Your Small Business Clients
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Forwardly syncs with top accounting software and gives accountants and advisors the ability to

Automatically generate cash flow forecasts up to 12 months in advance

Automatically generate cash flow forecasts up to 12 months in advance

Send white-label financial reports to your clients in minutes

Send white-label financial reports to your clients in minutes

Help businesses avoid cash flow gaps with scenario testing and pivoting

Help businesses avoid cash flow gaps with scenario testing and pivoting

Create a new revenue stream by offering extended business services such as monthly cash flow check-ins

Create a new revenue stream by offering extended business services such as monthly cash flow check-ins

Hedge against client churn with competitively differentiated services

Hedge against client churn with competitively differentiated services

Support clients by keeping their finances healthy

Support clients by keeping their finances healthy

ForwardAI Predict syncs with top accounting software and gives accountants and advisors the ability to