Q1 is done. You survived it. Now, breathe. Before Q2 picks up speed, we wanted… Continue reading Try the B2B Payments Product of the Year free for 30 days
Try the B2B Payments Product of the Year free for 30 days
Q1 is done. You survived it. Now, breathe. Before Q2 picks up speed, we wanted… Continue reading Try the B2B Payments Product of the Year free for 30 days
2026-04-10
Newsletter
Forwardly now offers a 30-day free bank payment trial
Starting today, new Forwardly customers can try the platform free for 30 days: no monthly… Continue reading Forwardly now offers a 30-day free bank payment trial
Forwardly Partner Certification Training: May Session
May 6th, 2026: 10:00 AM PT | 1:00 PM ET Join us for another Forwardly… Continue reading Forwardly Partner Certification Training: May Session
How To Achieve Zero AR: A Best Practices Checklist
Tired of waiting forever to get paid? Late invoices don’t just mess with your cash… Continue reading How To Achieve Zero AR: A Best Practices Checklist
What Keeps Clients Coming Back To Your Firm (And Referring Friends)
This guide explores client retention for accounting firms and highlights practical client retention strategies that… Continue reading What Keeps Clients Coming Back To Your Firm (And Referring Friends)
What Top CFOs Do Differently in Uncertain Times with AI
There’s a particular kind of stress that comes with running finance in a volatile market. One… Continue reading What Top CFOs Do Differently in Uncertain Times with AI
Stop Sending PDFs and Start Syncing Systems
With tax season in full swing, we’re keeping this month’s update short and focused. In… Continue reading Stop Sending PDFs and Start Syncing Systems
Forwardly named 2026 B2B Payments Product of the Year by FinTech Breakthrough Awards
We’re proud to share that Forwardly has been named B2B Payments Product of the Year… Continue reading Forwardly named 2026 B2B Payments Product of the Year by FinTech Breakthrough Awards
AI and the New CFO Playbook: Turning Financial Data into Decisions
May 20th, 2026: 10:00 AM PT | 1:00 PM ET Hosted by the CFO Leadership… Continue reading AI and the New CFO Playbook: Turning Financial Data into Decisions
Forwardly Launches AI Agent to Help Replace Manual Work with Automation
The new AI-powered capability auto-codes every transaction, suggests actions, learns from feedback, and acts to… Continue reading Forwardly Launches AI Agent to Help Replace Manual Work with Automation
Why Growing Businesses Need an Automated Invoice Approval System
If invoices live in someone’s inbox, approvals happen in chat messages, and payment records sit… Continue reading Why Growing Businesses Need an Automated Invoice Approval System
How Forwardly Works with Xero to Simplify AP and AR
As businesses grow, managing accounts payable and receivable in Xero usually gets harder before anyone… Continue reading How Forwardly Works with Xero to Simplify AP and AR