Forwardly

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 Manual approvals, messy invoices, and outdated workflows can turn what should be a routine process into a headache.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

Are your vendor relationships strong enough to handle change? In just a few days, Forwardly and Method are going live to show how businesses can: - Build stronger vendor relationships with reliable, on-time payments - Create custom systems that deepen customer trust and loyalty - See real-life examples of connected workflows, done live - Ask questions during a live Q&A and enter to win a gift card Be ready to get all the amazing insights from Nick Chandi and Nelson De Miranda! 📅 January 22 | 2:00 PM ET ⏳ Happening soon. Last chance to register 👉 hubs.li/Q03_kfnH0 (Recording will be shared if you can’t attend live.) #accountspayable #aiautomation #vendorrelationships #vendormanagement #methodCRM #Forwardly

When markets get unpredictable, one thing still gives businesses an edge. Strong vendor and customer relationships. Join Forwardly and Method on January 22 at 2:00 PM ET for a live webinar, hosted by Matas Pranckevicius on how to turn trust, transparency, and better systems into a real competitive advantage. What we’ll cover in the live session: - How modern AP systems help you pay vendors on time and build real trust - How custom workflows improve customer relationships and loyalty - Live examples of connecting systems to fix everyday workflow issues - An interactive Q&A (and a chance to win a gift card) Speakers: - Nick Chandi – CEO & Co-Founder, Forwardly (20+ years in accounting tech) - Nelson De Miranda – Sr. Director, Sales & Services, Method (15+ years helping SMBs connect sales & finance) Save your seat: hubs.ly/Q03-pkts0 #Forwardly #MethodCRM #accountspayable #vendorrelationships #businesstools #businessgrowth

Struggling to gain control of your business's cash flow? Nick Chandi, CEO of Forwardly and Forbes Councils Member, shares practical strategies for small businesses to improve cash flow, reduce late payments, and achieve financial freedom. 📖 Read the full article here: bit.ly/3N8Ntf3 #SMBFinance #CashFlowManagement #Forwardly #SmallBusinessStrategies #Forbes

Still spending hours chasing invoices and managing AP manually? That’s /so/ a 2025 problem. Forwardly CEO Nick Chandi shares in CFO Dive how AI is transforming accounts payable for businesses everywhere. How finance teams are moving from just getting things done faster to predicting cash flow, anticipating trends, and making smarter decisions. The focus for 2026: stop reacting and start forecasting. Dive in for yourself: bit.ly/4spZixk #AIinFinance #AccountsPayable #Forwardly #FinanceLeaders #APAutomation #FinanceTrends

Happy Holidays from Forwardly! 🎄 2025 has been an incredible year for us: we officially launched our new AI-native bill pay inbox, built from the ground up to help small and medium-sized businesses, accounting firms, and finance teams work faster and smarter by reducing manual work. We also connected with amazing business and firm owners, attended awesome events, and celebrated so much positive feedback. A huge thank you to our partners and clients for trusting us to keep your finances moving smoothly. Here’s to an even bigger 2026! #Forwardly #Payments #AccountsPayable #AccountsReceivable

Think it can’t happen to you? That’s how most fraud stories begin. One small gap in your process can lead to millions lost, damaged credit, and banks saying no. As Nick Chandi, CEO of Forwardly, puts it, this is why firms are switching to AI-powered AP automation, not just to save time, but to protect their clients and stay one step ahead. 🔒 Get access to the full webinar here and earn CPE credits- hubs.li/Q03Y8GH60 #APAutomation #Accounting #AIPayments #CAS #Forwardly #CashFlow

Want to finish the year strong and step into 2026 as a true strategic advisor? Join our Dec 11 webinar with Adam Lean and learn how to confidently build and deliver CFO services. Discover how to identify which clients are ready, how to structure your offerings, and how to price your value the right way. This is your chance to set the foundation for more strategic work, higher revenue, and a stronger client experience in 2026. Register here: hubs.li/Q03Xw63P0 #CFOAdvisory #ClientAdvisoryServices #SmallBusinessFinance #Accounting

This "Finance Bro" showed up curious… and left genuinely surprised. Watch how Nick Chandi walked Grant Reknab through how Forwardly reads invoices automatically, cleans up the tedious AP steps, and sends payments instantly, all without a monthly subscription fee. The best part? Watching that moment when it clicked for Grant: “This would save teams SO much time.” Safe to say… Forwardly is now Bro-approved. If your AP process still feels messy, now’s the perfect time to clean it up. Get started free at bit.ly/4oIwa1n #CashFlow #BusinessAutomation #AccountsPayable #AccountsReceivable #financebro