Forwardly

RATING:

5.0

(1)
Overview

About Forwardly

Connect with accounting programs such as QuickBooks Online and Xero to automatically see small business cash flow forecasts for up to one year in advance. Both accounting professionals and small business owners can benefit from the deeper insights offered for free from this complimentary forecasting app. Create custom business pivot scenarios, "what-if" scenarios for best and worst-case timelines, and compare projections against each other. Accountants can also export detailed white-label financial reports in only minutes.

Forwardly Pricing

Free trial: 

Not Available

Free version: 

Available

Dashboard - Accounting
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Forwardly Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for Forwardly

1 Review

User Profile

Joseph

Verified reviewer

Civil Engineering, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Agrxis Review on Forwardly

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.

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.