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Forwardly

AP and AR payments platform with a multi-client dashboard for accounting firms: capture and code bills, invoice, and pay by instant or standard transfer.

Visit forwardly.com

What the AI doesAI bill capture and dedicated bill inbox that pre-fill invoice details for GL coding and approval routing; AI bill and invoice insights on the pay-as-you-go tier
Who it servesBookkeeping practices, Small CPA firms, CAS practices
Starting price$0/mo platform; standard ACH $0.50 after 10 free a month; faster transfers 1% (min $1)
Pricing modelFree platform + per-payment fees
Free trialFree plan available
Best fitSmall firm
CategoryPayroll, AP/AR & Bill Pay with AI
Works withQuickBooks Online, Xero, Sage Intacct, Oracle NetSuite, Microsoft Dynamics 365, Intuit Enterprise Suite, Campfire
SOC 2Not stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

Forwardly is listed as a fit for small firms, and the vendor names bookkeeping practices, small CPA firms and CAS practices on its own site. The job it gets hired for: running client payroll, bills and receivables through a firm console, with AI catching what's off.

What it costs

Forwardly has a free plan to start: $0/mo platform; standard ACH $0.50 after 10 free a month; faster transfers 1% (min $1).

Good to know

Forwardly gives accounting firms one dashboard for every client's payables and receivables without holding anyone's bank credentials: AI bill capture and a dedicated bill inbox pre-fill invoice details for GL coding and approval routing, invoices go out with payment links, and money moves by standard, same-day or instant bank transfer. The platform is $0 a month — 10 free standard ACH transfers, then $0.50 each, with faster transfers at 1% (minimum $1, capped at $10–$30) and free payments between businesses on the Forwardly Network — and the pay-as-you-go tier adds real-time QuickBooks Online and Xero sync and AI bill insights after a 30-day trial. Firms with a large client list get free Express Migration; Sage Intacct, NetSuite, Dynamics 365 and Intuit Enterprise Suite sync on the custom tier.

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