--- title: "Forwardly Software Reviews, Demo & Pricing - 2026" description: "Review of Forwardly Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/sales-forecasting/forwardly-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Financial Reporting Software](https://www.softwareadvice.com/accounting/financial-reporting-comparison/) / Forwardly Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Forwardly Review Wondering if Forwardly is right for your organization? Our Financial Reporting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Forwardly 4.5 [(10)](https://www.softwareadvice.com/sales-forecasting/forwardly-profile/#reviews) Pricing Pricing available upon request ### About Forwardly 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. Wondering if Forwardly is right for your organization? Our Financial Reporting Software selection experts can help you in 15 minutes or less. ## Forwardly User Interface ## Popular Forwardly Alternatives Main Product Forwardly 4.5 [(10)](https://www.softwareadvice.com/sales-forecasting/forwardly-profile/#reviews) Ratings Breakdown - 4.40Ease of use - 4.50Value for money - 4.60Customer support - 4.50Functionality Pricing Available upon request Get Price Alternative Product [PayPal](https://www.softwareadvice.com/retail/paypal-profile/) 4.6 [(26615)](https://www.softwareadvice.com/retail/paypal-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.52Value for money - 4.25Customer support - 4.56Functionality Pricing Available upon request Get Price Alternative Product [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) 4.3 [(8516)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) Ratings Breakdown - 4.24Ease of use - 4.16Value for money - 4.00Customer support - 4.27Functionality Pricing Starting at $38.00 per month Get Price Alternative Product [FreshBooks](https://www.softwareadvice.com/accounting/freshbooks-profile/) 4.5 [(4523)](https://www.softwareadvice.com/accounting/freshbooks-profile/reviews/) Ratings Breakdown - 4.50Ease of use - 4.32Value for money - 4.43Customer support - 4.31Functionality Pricing Starting at $21.00 per month Get Price Alternative Product [Agicap](https://www.softwareadvice.com/accounting/agicap-profile/) 4.3 [(161)](https://www.softwareadvice.com/accounting/agicap-profile/reviews/) Ratings Breakdown - 4.34Ease of use - 3.74Value for money - 4.50Customer support - 4.16Functionality Pricing Available upon request Get Price Alternative Product [Xero](https://www.softwareadvice.com/accounting/xero-profile/) 4.4 [(3321)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) Ratings Breakdown - 4.36Ease of use - 4.24Value for money - 4.04Customer support - 4.30Functionality Pricing Starting at $25.00 per month Get Price ## Forwardly Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Forwardly Features - Popular features found in Financial Reporting Bank Reconciliation Billing & Invoicing Cash Management Consolidation/Roll-Up Data Import/Export Expense Tracking Financial Analysis Multi-Currency Reporting/Analytics - More features of Forwardly Access Controls/Permissions Accounting Accounting Integration Activity Dashboard Alerts/Notifications Approval Process Control Cash Flow Management Dashboard Data Visualization Electronic Payments Invoice Management Invoice Processing Predictive Analytics Real-Time Analytics Real-Time Data Real-Time Monitoring Risk Management Transaction History Transaction Monitoring User Management Visual Analytics Workflow Management ## Forwardly Integrations QuickBooks Online Integration rated undefined from -1 review Xero Integration rated undefined from -1 review Zoho Books Integration rated undefined from -1 review FreshBooks Integration rated undefined from -1 review ## Forwardly User Reviews ## Forwardly customer ratings - Overall rating: 4.5/5 - Total reviews: 10 ### Rating distribution - 5 stars: 8 reviews (80%) - 4 stars: 1 reviews (10%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 1 reviews (10%) ### Secondary ratings - Ease of use: 4.4/5 - Value for money: 4.5/5 - Customer support: 4.6/5 - Functionality: 4.5/5 --- Have you used Forwardly and would like to share your experience with others? ### Agrxis Review on Forwardly - Overall rating: 5/5 - Reviewer: Joseph M. - Verified reviewer: Yes - Industry: Civil Engineering - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Exceptional Platform for Accounts Payable - Overall rating: 5/5 - Reviewer: Lisa A L. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used monthly for less than 2 years - Reviewed: March 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons for switching to Forwardly Pricing for Melio had increased and they changed their subscription services. They were not a good payment processor to begin with so it was an easy decision to change to Forwardly. --- ### Awful experience - Overall rating: 1/5 - Reviewer: Elam K. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: October 2024 - Review source details: This review was submitted organically. No incentive was offered 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 #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### 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 #### Vendor response Unfortunately, certain businesses fall outside of our risk tolerance, which is why we’re unable to support them at this time. As outlined in our policy, when a business is suspended, any pending transactions are canceled and returned. More details about this process can be found in our support portal. If you have any further questions, feel free to submit a ticket, and we’ll be happy to assist you. Replied October 2024 --- ### Grateful for Forwardly — the System and Support - Overall rating: 5/5 - Reviewer: Steven S. - Verified reviewer: Yes - Industry: Internet - Company size: Self-Employed - Product usage: Used weekly for less than 6 months - Reviewed: May 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. The system works great, and Aaron has been very helpful with answering my questions and giving me guidance. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### professional and expedient value for money - Overall rating: 5/5 - Reviewer: Stefan P. - Verified reviewer: Yes - Industry: Investment Management - Company size: 51-200 employees - Product usage: Used monthly for less than 2 years - Reviewed: February 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons for choosing Forwardly pricing and speed of processing options for ACH withdrawal --- ### Try Forwardly - Overall rating: 5/5 - Reviewer: Tomeka C. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used monthly for free trial - Reviewed: December 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Excellent customer service, and the pricing is fair. Currently, I will be using Forwardly to collect client payments. In the future, I plan on using other areas. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I have recently started using Forwardly, I am finding it easy to use. The customer service is great! [sensitive content hidden] has helped me so much. #### Cons I recently started using Forwardly and I have not found anything I dont like about the software. I have a bookkeeping and payroll business and it does all I need it to so far. #### Reasons for choosing Forwardly I like the setup and the cost is very reasonable. #### Reasons for switching to Forwardly Cost of processing payments, and I like the setup with Forwardly better. As my business grows, I can do a lot in Forwardly. --- ### Forwardly for Bookkeepers - Overall rating: 4/5 - Reviewer: Rebecca N. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used monthly for less than 6 months - Reviewed: February 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The customer service is very helpful and the free ACH is awesome! I also really enjoy the recurring ACH request that can be sent out, so I am not handling any bank details myself. #### Cons The payment processing time is slow, but I’ve only been using it for a couple of months so maybe it will get faster. I had a little trouble figuring out which invoices would be automatically triggered with the recurring ACH feature, and the sync with Quickbooks is helpful but when I merged 2 client names (same client) in QBO, I had to resend the recurring authorization request, so just a feature to be aware of. I’m hopeful it will be smooth sailing now! #### Reasons for switching to Forwardly Forwardly offered free ACH payments, and a smooth recurring ACH authorization email/form so I didn’t have to touch bank details from clients paying me. --- ### Highly recommended for marketing consultants - Overall rating: 5/5 - Reviewer: Rochelle W. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 11-50 employees - Product usage: Used weekly for less than 6 months - Reviewed: November 2024 - Review source details: This review was submitted organically. No incentive was offered I have made around 50 payments over last 3 months. I am finding that my initial payments to suppliers were kind of slow but now almost all of them have become instant and real time. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use and accounting integrations with QuickBooks and Xero. #### Cons It took them 2 days to approve my account. #### Reasons for switching to Forwardly It was recommended by my accountant. I received an invoice and made payment before I implemented it in my business. --- ### Best for Customer/Client Initiated Payments - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used monthly for less than 2 years - Reviewed: March 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall I have been pleased with my experience. Everyone I've worked with/talked to on their support team has been very friendly and helpful. Their customer service is exceptional. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Forwardly offers low cost, standard ACH processing with no added monthly subscription fee. Their rates for faster ACH processing are very affordable and much better than their competitors. Forwardly integrates easily with QBO, so all invoices I've entered in QBO populate in Forwardly and can be quickly and easily sent to clients for payment. #### Cons While you can set up automated drafts, it's not as simple to use as other similar products like QBO Payments or CPA Charge. --- ### Would recommend to any small business - Overall rating: 5/5 - Reviewer: Chris W. - Verified reviewer: Yes - Industry: Transportation/ Trucking/ Railroad - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: January 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Prompt with all support concerns and the service has been good. The fees are more than acceptable compared to other services #### Cons Initial setup seems to take a bit of time but it was all in the name of security so not really a con. #### Reasons for choosing Forwardly Auto payment feature was the selling point --- Showing 1 - 10 of 10 Reviews ## Other Top Recommended Financial Reporting Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (716) Recently recommended **412** times [Sage 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/) **4.0** (624) Recently recommended **220** times [Xledger](https://www.softwareadvice.com/accounting/xledger-profile/) **4.6** (14) Recently recommended **208** times [Vena](https://www.softwareadvice.com/bpm/vena-profile/) **4.5** (139) Recently recommended **203** times Stuck Between Options? Our experts can help you compare Forwardly with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice