
The Unified AR/AP Platform

The Unified AR/AP Platform
Forwardly is a financial software platform designed to manage accounts payable and accounts receivable workflows for businesses. Its primary function is to automate bill payments and invoice collections through a single dashboard, reducing manual data entry and providing real time visibility into cash flow. The platform supports multiple payment methods, including instant payments, ACH transfers, and credit card payments, and allows users to schedule payments in advance to optimize cash flow timing. Forwardly integrates with major accounting systems such as QuickBooks Online, Sage Intacct, Oracle NetSuite, and Microsoft Dynamics 365, enabling data synchronization across platforms. The tool offers several automation features. For accounts payable, it uses AI to capture and pre fill details from vendor invoices, eliminating manual data entry, and provides smart approval workflows to avoid late fees. For accounts receivable, it automates invoice syncing, sends payment reminders, and enables instant bank to bank business payments, which can accelerate payment receipt by an average of five days. All payments sent or accepted are automatically matched and categorized within the system. The platform also includes the Forwardly Business Network, which connects businesses across different accounting systems to automatically update customer and vendor information without manual intervention. Typical use cases involve small to medium sized businesses that need to streamline their payment operations. Users can manage both incoming and outgoing payments from one dashboard, reducing the time spent on manual follow ups and data entry. The platform supports high transaction volumes, with a reported acceptance rate above 99 percent for thousands of monthly transactions. Forwardly operates without monthly subscription fees and imposes no user limits, offering a free 30 day trial of bank transfers upon sign up. The service is accessible via web browser and requires integration with supported accounting software for full functionality.