Forwardly

Forwardly

ForwardAI
+
+

Related Products

  • Elation Health
    88 Ratings
    Visit Website
  • EBizCharge
    207 Ratings
    Visit Website
  • Macaw AMS
    8 Ratings
    Visit Website
  • Zil Money
    607 Ratings
    Visit Website
  • Service Center
    123 Ratings
    Visit Website
  • ND Wallet
    14 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website
  • WEX Field Service Management
    67 Ratings
    Visit Website
  • Regpack
    392 Ratings
    Visit Website

About

Applied Pay is a comprehensive digital payments solution designed specifically for the insurance industry. It seamlessly integrates with Applied Epic, Applied CSR24, and EZLynx, automating payment collection, processing, and reconciliation. This integration enables agencies to offer clients a secure, convenient way to pay premiums online from any device. Applied Pay supports various payment methods, including ACH, credit and debit cards, and eWallet options, providing flexibility to insureds. Features such as next-day funding, the ability to pay multiple invoices simultaneously, and the option to set up recurring payments enhance the payment experience. The platform offers real-time visibility into all payment transactions through an intuitive dashboard, facilitating efficient accounts receivable management. By automating workflows, Applied Pay reduces manual errors, ensures compliance with PCI and NACHA regulations, and decreases agency liability.

About

Forwardly helps US businesses and accounting firms move money smarter and faster. Our AI-native platform automates accounts payable and receivable, enabling you to send and receive payments instantly while syncing seamlessly with your accounting software or ERP solution. From AI-powered bill capture to automatic reconciliation with a unique 4-way accounting sync, Forwardly handles your business's busywork so your team can focus on growth, strategy, and building your business into a success. Enjoy improved payment speed, accuracy, and security with no monthly subscription fees. U.S. businesses can experience award-winning bank payments firsthand with a 30-day free trial. The trial covers processing fees for instant payments, same-day ACH, next-day ACH, and standard ACH. Available exclusively to new Forwardly customers, terms and conditions apply. Sign up at forwardly.com.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Agencies seeking a tool to enhance their operational efficiency and provide clients with a secure online premium payment experience

Audience

Accountants | Bookkeepers | CFOs | Small Business Owners

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$0/Month
Forwardly is free to use for unlimited users and connected businesses. Secure and seamless 4-way sync with leading accounting software and ERP systems.

Delivers a full AP/AR automation suite with no monthly charges.

Unlimited US domestic payments (fees may apply).

Fees can be covered by either you or your customers.

10 free standard ACH transfers per month.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 3.8 / 5
ease 4.2 / 5
features 4.3 / 5
design 4.2 / 5
support 3.7 / 5

Pros & Cons from Real Users

Pros

  • Forwardly is so good designed. It is easy to use and review payments or vendors and find the information that I need. If I ever have a question or concern, the support team is just a few clicks away.
  • Easy-to-use platform, onboarding was a breeze. Within a day I was able to request the payments from my clients.
  • It seemed simple enough, sign up, link the bank, start sending invoices. They make it sounds very easy…
  • Very user friendly. Account setup was smooth. Payment processing is super easy & quick which improved the cash flow.
  • I was paying all my bills through Chase and I am surprised to see the time automation has saved us. Easy to use with my Quickbooks.

Cons

  • I still need to use my bank for international payments as I can only send free payments via ACH or card transfers and USA businesses only. No phone support though but I found video calls are more than enough.
  • Relatively new platform, but I can't think of any at this point.
  • When it actually came time for customers to pay, they reported website slowness, difficulty linking/verifying their bank info. When it comes to support, it’s non existent. The only option they have is email support, don’t expect a fast response either.
  • First couple of payments for each client took time but got better & faster with time.
  • Every payment needs an OTP and it was a challenge during my overseas trip

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Applied Pay
Founded: 1983
United States
www1.appliedsystems.com/en-us/solutions/for-agents/digital-payments/applied-pay/

Company Information

ForwardAI
Founded: 2022
United States
www.forwardly.com

Alternatives

Alternatives

Applied Epic

Applied Epic

Applied Systems

Categories

Categories

Integrations

FreshBooks
NetSuite
QuickBooks Online
Sage Intacct
Xero
Zoho Books

Integrations

FreshBooks
NetSuite
QuickBooks Online
Sage Intacct
Xero
Zoho Books
Claim Applied Pay and update features and information
Claim Applied Pay and update features and information
Claim Forwardly and update features and information
Claim Forwardly and update features and information