--- description: Review of Forwardly Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Forwardly | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Financial Management Software](/directory/3401/financial-management-system/software) > [Forwardly](/software/228061/forwardly) # Forwardly Canonical: https://www.softwareadvice.co.nz/software/228061/forwardly Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/228061/forwardly?page=2) > Forwardly is an AI-powered business payments platform built for accounting firms and finance teams that want to modernize how they pay and get paid. The platform automates bill pay, approvals, and receivables while keeping everything synced with leading accounting tools like QuickBooks Online, Xero, and more. AI Automation That Works Behind the Scenes Businesses can send and receive payments instantly or by ACH with transparent, per-transaction pricing and no monthly fees. Forwardly’s AI-native inbox reads bills, matches vendors, and routes approvals automatically, while its unique 4-way sync ensures accurate financial data across systems. Firms can manage multiple clients from one dashboard, enforce custom approval workflows, and maintain full visibility with audit-ready activity logs. Built for Accounting Firms and Business Owners Alike For accounting firms, Forwardly provides the automation backbone needed to scale Client Advisory Services (CAS) profitably. For small and mid-sized businesses, it’s a powerful tool for reducing manual workload, accelerating payments, and improving relationships with clients and vendors. Stronger Controls and Security Forwardly is SOC 2 Type 2 certified, ensuring that every payment and approval meets strict compliance and data protection standards. Teams can track who approved what, when, and why, creating a secure environment with complete visibility and accountability. Eliminating Friction Between Businesses The Forwardly Business Network connects clients, vendors, and accountants directly, removing the repetitive data entry and manual setup common in legacy systems. Businesses can request, send, and receive payments seamlessly, with instant visibility into transaction status and confirmation of delivery. > > Verdict: Rated **4.5/5** by 10 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 10 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: ForwardAI - **Founded**: 2021 ## Commercial Context - **Starting Price**: US$0.00 - **Pricing model**: Usage Based (Free version available) (Free Trial) - **Pricing Details**: Forwardly makes payments fast, secure, and predictable. With no monthly fees and clear transaction rates, you can pay vendors, collect payments, and manage cash flow effortlessly; scaling as your business grows. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Alerts/Notifications - Approval Process Control - Bank Reconciliation - Billing & Invoicing - Cash Flow Management - Cash Management - Dashboard - Data Visualisation - Electronic Payments - Financial Analysis - Invoice Management - Invoice Processing - Predictive Analytics - Real-Time Analytics - Real-Time Data - Real-Time Monitoring ## Integrations (4 total) - FreshBooks - QuickBooks Online - Xero - Zoho Books ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Financial Management Software](https://www.softwareadvice.co.nz/directory/3401/financial-management-system/software) ## Related Categories - [Financial Management Software](https://www.softwareadvice.co.nz/directory/3401/financial-management-system/software) - [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software) ## Alternatives 1. [QuickBooks Online](https://www.softwareadvice.co.nz/software/393202/quickbooks-online) — 4.3/5 (8447 reviews) 2. [PayPal](https://www.softwareadvice.co.nz/software/104664/paypal) — 4.6/5 (26408 reviews) 3. [FreshBooks](https://www.softwareadvice.co.nz/software/135928/freshbooks) — 4.5/5 (4515 reviews) 4. [Agicap](https://www.softwareadvice.co.nz/software/437138/agicap) — 4.3/5 (161 reviews) 5. [Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3292 reviews) ## Reviews ### "Agrxis Review on Forwardly" — 5.0/5 > **Joseph** | *22 May 2023* | Civil Engineering | Recommendation rating: 10.0/10 > > **Pros**: Forwardly's amazing money management skills left me feeling quite pleased. My financial operations have been greatly eased by the platform's extensive feature set. The extensive forecasting tool is one outstanding feature that enables me to confidently make accurate estimates and plan for the future. It has been extremely beneficial to evaluate various company strategies and their possible financial results by using "what if" scenarios. Real-time data reporting, which gives me current information on my financial status, is another standout feature. > > **Cons**: During my time with Forwardly, I discovered that the platform lacked several sophisticated customization features that would have been useful for my particular requirements. Although it has a variety of functions for financial management, there were times when I wished I had more freedom to customize the system to fit my particular company needs. The learning curve for using several features was also a little steep, taking some time and effort to properly understand how they worked. > > I can state with confidence that, based on my whole experience with Forwardly, it has proven to be an excellent financial management tool for me. I was amazed by its user-friendly layout and clear functionality as soon as I started using it. The program smoothly combines several financial components, such as forecasting, cash management, and risk management, giving me a complete picture of the financial health of my company. Making educated decisions and monitoring key performance metrics have been made much easier thanks to the real-time data and customisable reports. The collaboration tools have also improved team member coordination and communication, ensuring that everyone is on the same page. Every time I had a query or ran into a problem, the support staff was prompt and helpful. ----- ### "professional and expedient value for money" — 5.0/5 > **Stefan** | *24 February 2026* | Investment Management | Recommendation rating: 10.0/10 > > **Pros**: A professional and expedient option that balances value for money, with a long term free/trial tier to try out. > > **Cons**: the recent pricing tiering change leaves a gap between 3-5 business days and next (one) business day. The 3 to 5 business days is at times a crap shoot and makes it hard to plan - a solid and dependable 2 business day tier for a lowest tier pricing would allow for better/more usage for large volume small payment ACH withdrawal processing. > > Quite excellent - personable and personal professional support, product turnaround times are great, platform integrates well with known packages like Xero and Plaid service to banking. ----- ### "Grateful for Forwardly — the System and Support" — 5.0/5 > **Steven** | *6 May 2026* | Internet | Recommendation rating: 5.0/10 > > **Pros**: I appreciate the ability to accept payments through ACH at no charge. The system integrates nicely with Quickbooks Online. > > **Cons**: When I first signed up, I was not granted the ability to accept payments through credit card. That was frustrating. > > The system works great, and Aaron has been very helpful with answering my questions and giving me guidance. ----- ### "Awful experience" — 1.0/5 > **Elam** | *16 October 2024* | Real Estate | Recommendation rating: 0.0/10 > > **Pros**: Seems nice but the hoops you have to jump through are insane > > **Cons**: Forwardly gave me and the people i was paying so much hassle. They took money and then closed my account. Terrible experience > > Forwardly gave me and the people i was paying so much hassle. They took money and then closed my account. Terrible experience Decided to try them instead of Melio. I will be going back to Melio ----- ### "Exceptional Platform for Accounts Payable" — 5.0/5 > **Lisa A** | *12 March 2026* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: The customer service is exceptional\! Forwardly is easy to use and dependable. I have not had any major issues. I will continue using Forwardly for all of my client billing into the future as I expand my firm. > > **Cons**: Initial client migration was very smooth however when I try to do it myself for new clients, I often screw it up. Not so much Forwardly's issues but it is slightly confusing. > > Positive and then some. I am very happy that I stumbled upon the company and it has been a fantastic journey using them. Again, I will continue using them in the future. Cost is very much a savings and is overall better than the competitors. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/228061/forwardly?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/228061/forwardly) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data