Forwardly

AI is everywhere in accounting right now. The question isn't whether to use it; it's how to use it without messing things up. We're sponsoring a panel hosted by CPE Today, featuring Seth Fineberg, Nick Chandi, and Jeanne Hardy, where we'll talk about what AI actually works for firms. You'll learn: - Which AI platforms are worth your time (and how to use them properly) - How to train your team without overwhelming them - Data security mistakes to avoid - How to prep your data so AI actually helps instead of creating more work Worth 1 CPE credit. Wednesday, May 27 2 PM EST / 11 AM PDT Register now- bit.ly/4tRA76z

📌 Mark your calendars, CFOs & finance leaders! We're 6 days away from one of the most relevant conversations in finance right now. "AI and the New CFO Playbook: Turning Financial Data into Decisions" is a free live webinar hosted by the CFO Leadership Council, sponsored by Forwardly, and you won't want to miss it. Speaker: Mark Brousseau, President, Brousseau & Associates 30+ years of expertise in AP, AR & payments In just 60 minutes, you'll learn how to: - Turn financial data into real-time insights - Sharpen forecasting & cash flow visibility - Detect patterns and anomalies faster - Build a practical roadmap to implement AI in your finance team Join in on 🗓 May 20, 2026 ⏰ 10:00 AM PT | 1:00 PM ET AI is turning finance teams from reporters into decision-makers. Are you ready? Reserve your free spot now: bit.ly/4dcw5R2 #CFO #AI #FinanceLeadership #Forwardly #CFOLeadershipCouncil

📣 Accountants & Bookkeepers, this one's for you! We're hosting our Forwardly Partner Certification Training: May Session, and we'd love to see you there. This live, interactive webinar is built specifically for accounting, bookkeeping, and financial professionals who want to: - Master Forwardly's core features & confidently present them to clients - Identify the best client use cases for maximum impact - Submit referrals, track rewards & unlock higher partner earnings - Earn your official Forwardly Certified Partner badge 🏅 - Apply proven best practices to grow your referral income 🗓 Wednesday, May 6, 2026 ⏰ 10:00 – 10:45 AM PT Whether you're brand new to Forwardly or ready to level up your partnership, this session is for you. Register now and claim your spot! bit.ly/48A3Au0 #ForwardlyPartner #Accounting #Bookkeeping #FinancialProfessionals

Business leaders: how much time and revenue is being lost to disconnected financial systems? When teams work across scattered tools, growth becomes harder to manage. Proud to see Forwardly CEO, Nick Chandi explore this challenge in Forbes. Get the insights here: hubs.li/Q04dLNlQ0

Late payments. Manual processes. Cash flow stress. You’ve seen it. Businesses deal with it every day. Now you can help fix it and earn while you do. Introducing: The Forwardly Affiliate Program for content creators and publishers. Refer businesses to a faster, smarter way to pay and get paid and earn rewards for every qualified referral. Why join - Earn cash rewards for every business you refer - Help businesses automate AP and AR with real impact - Get your own referral link, tracking, and marketing support - Unlock higher rewards and perks as you grow Read about the launch: hubs.li/Q04dph5t0 Join now: hubs.li/Q04dpdH-0

Still waiting on month-end reports to make decisions? That lag is costing you. AI is changing how CFOs operate, turning finance teams from reporters into decision-makers. Join the CFO Leadership Council for an insightful webinar on "AI and the New CFO Playbook: Turning Financial Data into Decisions", sponsored by Forwardly Speaker: Mark Brousseau, President, Brousseau & Associates, a leading authority in AP, AR, and payments with 30+ years of experience. 🗓 May 20, 2026 ⏰ 9:00 AM – 10:00 AM PT, 1:00 PM – 2:00 PM ET In this session, you’ll learn how to: • Turn financial data into real-time insights • Improve forecasting and cash flow visibility • Detect patterns and anomalies faster • Build a practical roadmap to implement AI 👉 Save your spot: hubs.li/Q04cMpWT0

Forwardly just got easier to try. We’ve officially launched a 30-day free trial for new users, with zero processing fees on bank transfers of any speed. Send vendor payments, get invoices paid fast, and switch your workflows to Forwardly without paying any bank payment fees. After that, simple per-transaction pricing. No monthly fees. Read the full announcement: bit.ly/4tzl6Gx Start your free trial today at bit.ly/4dGySCH. #paymentplatform #fintech #businesspayments #APPlatform #ARManagement

Big news 🚀 Forwardly has been named B2B Payments Product of the Year at the FinTech Breakthrough Awards 2026 🏆 This one hits different. We’ve been building Forwardly to fix what’s broken in business payments: slow transfers, manual workflows, messy reconciliation and zero visibility into cash flow. This recognition validates that we’re on the right path. Huge shoutout to our customers and partners who’ve trusted us to move their money faster and smarter. This win is yours too. If you haven’t seen what Forwardly can do yet, this is your sign 👀 Read the full announcement here: bit.ly/4bV7NZT… #FinTech #B2BPayments #CashFlow #Fintechinnovation #Forwardly #FinTechAwards

⏰ Reminder: Don’t miss this upcoming session. Join Alicia Katz Pollock, Forwardly Certified Partner on March 31 at 9 AM PST for the 3rd Party Apps in Accounting class and learn how apps that integrate with QuickBooks Online can help streamline workflows and reduce manual work. You’ll also see how Forwardly and other apps work with QBO to help businesses get more out of their accounting software. Register here: bit.ly/4bJUECR #QuickBooksOnline #AccountingApps #Forwardly #WorkflowAutomation #AccountingTechnology #BusinessGrowth #Royalwise

If you work with business clients, chances are you're helping them manage invoices, payments, and cash flow every day. Our upcoming Forwardly Partner Certification Training shows you how to introduce a modern payment solution that can simplify those workflows for your clients, while creating a new revenue stream for your firm. During this live training with Jane and Aaron, you'll learn how to: - Position Forwardly with confidence - Identify the right clients and use cases - Submit referrals and track partner rewards - Become a certified Forwardly partner You'll receive a certification badge you can showcase on LinkedIn or your website. 📅 April 8 ⏰ 10:00 AM PT Save your seat and get certified: bit.ly/4rFSTwr #Forwardly #AccountingPartners #Bookkeepers #Accountants #FintechPartners #BusinessPayments

💡 Learn how to make apps work with QuickBooks Online Join the 3rd Party Apps in Accounting class on March 31 at 9 AM PST with Alicia Katz Pollock and Royalwise and learn how to: - Find and assess apps that integrate with QBO - Choose the right fit for your company - Implement apps successfully - Prepare your team for changes Discover how Forwardly and other apps work with QuickBooks Online to streamline workflows, reduce manual work, and get the most from your accounting software. Register for the course here: bit.ly/4cJz03Q #QuickBooksOnline #AccountingApps #Forwardly #Businessgrowth #WorkflowAutomation #Royalwise

💥 Is your finance process ready for tax season? Nick Chandi, CEO of Forwardly, explains why growing businesses often hit a wall when tax season arrives. Manual approvals, messy invoices, and outdated workflows can turn what should be a routine process into a headache. Learn how smarter automation keeps teams ahead of the chaos. Read the full article on Forbes: bit.ly/3Nn3pdZ #FinanceAutomation #TaxSeason #BusinessGrowth #Forwardly #ForbesFinanceCouncil

💡 Still doing AP the old way? You’re leaving growth on the table. Join Nick Chandi, CEO of Forwardly, on Mar 4, 2026 at 1 PM ET for a live webinar hosted by hubs.li/Q0450pbY0 Discover how modern accounts payable technology can: - Streamline workflows & eliminate manual data entry - Improve cash flow visibility - Scale your firm efficiently Don’t miss strategies that can transform your firm’s operations. Register now: hubs.li/Q0450nrJ0 #Accounting #APAutomation #CPAAcademy #Forwardly #FinanceTech #Fintech #PaymentSolution

🚀 Big news from Forwardly! We just launched our AI Agent, designed to take the manual work off your plate. It auto-codes every transaction, spots unusual invoices, learns from your feedback, and helps your finance team stay on top of things 🧾🤖 No more digging through multipage invoices or worrying about duplicate payments. The AI Agent handles the hard work, so your team can focus on productivity. Here’s how it helps: - Reduce manual effort - Spot unusual invoices early - Track vendor and customer trends - Flag delays and risks before they become problems Read the full press release here: hubs.li/Q044Sdh_0 #BusinessPayments #FinTech #AIinFinance #Automation #Forwardly

Is AI coming for accounting jobs? Not really. As Forwardly CEO, Nick Chandi explains, AI isn’t here to replace accountants. It’s here to handle repetitive, manual tasks so you can focus on the work that really matters. AI-native platforms like Forwardly make this shift seamless, helping you work smarter while keeping your creativity and judgment front and center. This is one of the biggest changes of our time and it can make your work more meaningful, strategic, and even a little more fun. Curious to see it in action? Book a call with our team: bit.ly/4atVP8W It's 2026. Time to make your work smarter and easier. #AccountsPayable #FinanceAutomation #AIinBusiness #Accounting #AIAutomation #FinanceInnovation #AccountingTips

Still running your firm on manual AP while trying to scale? That’s where growth starts to break. Join Forwardly's CEO Nick Chandi for an in-depth CPA Academy webinar on how modern AP technology helps firms fuel growth, increase efficiency, and create long-term value for CAS firms. CPE credit is available for the session. Date: 18th February 2026 Time: 10:00 AM Pacific Register for the free webinar: bit.ly/4bKmLn8 #CPAAcademy #AccountingFirms #APAutomation #CAS #CPE #Forwardly

Can your finance systems handle rapid growth? In Forbes Finance Council, Forwardly CEO & Co-Founder Nick Chandi shares how CFOs can maintain control, visibility, and cash flow while scaling. Read to get the insights: bit.ly/4bsIOyA #CFOs #CashFlow #ForbesFinanceCouncil #Forwardly

Big news: We’re proud to sponsor Profit Machine Live! – a one-day virtual summit for accountants and CPAs today, on January 29. Just a few hours left! Time: 10AM ET You’ll hear expert-led sessions on: 📌 Tax Advisory 📌 IRS Representation 📌 High-Ticket Advisory 📌 Reasonable Compensation 📌 Client Advisory Services (CAS) Practical education, real strategies, with up to 6.0 CPE credit hours available as a bonus. 👉 Save your free spot: hubs.li/Q040VXXD0

Our Forwardly Partner Certification Webinar is happening tomorrow! Have you registered yet? At the heart of the Forwardly Partner Program is a simple idea: earnings should be clear, transparent, and grow alongside your clients’ success. This session is designed to walk you through exactly how that works. Don’t miss your chance to: - Learn Forwardly’s features and benefits - Get certified and claim your public badge - Start earning higher referral rewards Grab your spot: hubs.ly/Q040w6zs0 hashtag#accountingpartners hashtag#businesstool hashtag#fintech hashtag#Forwardly

Did you hear? Forwardly just launched our first official Partner Certification Program🎉🎉 Designed for accountants, bookkeepers, and finance professionals, this program gives you: - Training: Learn everything you need to know about Forwardly’s real-time payments platform. - Certification badge: Show off your expertise publicly and build trust with clients. - Higher referral rewards: Earn more for every business you refer. Whether you’re newer to Forwardly or already referring clients, this program helps you get recognized, strengthen relationships, and unlock new revenue streams. Read more about the launch: hubs.li/Q03_Kc8j0 Sign up to become a certified partner: hubs.li/Q03_KcT70 Sign up for our first certification training session: hubs.li/Q03_K8_f0 #accountants #financeprofessionals #CPA #Forwardly #partnerprogram #paymentplatform