Say goodbye to cash flow delays; Receive instant payments 24/7/365
Receive funds instantly and gain control over critical cash flow as payments are deposited in seconds, 24/7/365. Reduce your mental workload and have a seamless payment workflow with automatic reconciliation using QuickBooks Online and Xero.
Empower your clients with a modern payment solution
Still counting days?
Try counting seconds
Say goodbye to the days of waiting for checks to clear or enduring lengthy processing times. With Forwardly’s cutting-edge payment platform, you and your clients can experience a new level of financial agility and efficiency as you get paid in seconds.
What are Forwardly Customers Saying?
“As a CPA, I value how I can provide the best service to my clients, specifically by improving the payment workflow experience for them. Forwardly's new real-time payment solution checks all the boxes. When I tell my clients I can save them money on fees and accept payments faster, they are excited to sign up.”
Owner of AvVa Consulting Inc.
“I've worked in accounting for over 20 years and have seen many changes and improvements in payment processing systems that small businesses use .... Forwardly's new instant payment tool is a game changer. Any time you can assist your clients on improving their cash flow is a feather in your cap and a boon for the client. I am so pleased to share Forwardly's platform with my clients since they are benefiting from a significant reduction in fees and receiving payments right away. The team at Forwardly has been of great help onboarding clients, answering questions, and making sure my clients are taken care of! We look forward to utilizing Forwardly's platform as a long-term payments solution for our small business clients.”
Christanne K. Wright, EA
Founder, Your Wright Resource LLC
Frequently Asked Questions
Forwardly connects with existing accounting software programs (like QuickBooks Online and Xero) and turns classic accounting statements into intuitive dashboards that give you quick financial insights. The cash flow module provides detailed cash flow forecasts and scenario planning tools, which can help a business figure out the affordability it needs to grow and thrive.
Forwardly enables access to funds instantly, giving clients in the United States more control over critical cash flow as payments are deposited in seconds, 24/7. Learn more about real-time payments at Forwardly.com.
Accountants in the United States can use Forwardly to help their clients get paid three days faster than traditional payment methods and proactively identify cash flow gaps. Forget about manual tasks and spreadsheets; avoid labor-intensive manual reconciliation and forecasting and start spending more time directly supporting your clients.
For accountants looking to earn referral rewards, visit Forwardly.com/Partners
With a quick one-way sync to existing accounting software, small business owners can do more with their financial data without worrying about compromising their books. Want to play around with your vendors or see what your financial situation would be like without a key client? Our scenario tools allow you to create custom forecasts, including planning out loan terms, comparing wage increases, or figuring out if you can afford to buy a piece of new equipment.
Cash flow forecasting estimates a company’s future financial health and positioning by anticipating payments and receivables. Traditionally, this was done by accountants using complicated spreadsheets– some spreadsheets would take over an entire workday to fill in! With direct access to accounting software, we automate the process by generating 12-month rolling cash flow forecasts with only the single click of a “sync” button.
Without cash flow forecasting, a business may not know when cash is expected to come in or leave, and how much capital they have left to work with in the meantime. Cash flow forecasting helps small and medium-sized businesses plan for cash flow gaps and sustain business operations, even during sudden financial setbacks.
Small and medium-sized businesses need to understand when cash is expected to come in, what expenses are required, and how much money is available at any given time. Leveraging cash flow forecasting apps like Forwardly can help businesses deal with cash flow problems by ensuring there’s enough cash to sustain operations and stay afloat in the future.
Forwardly securely connects with leading accounting apps, including QuickBooks Online and Xero.