Forwardly

Forwardly

ForwardAI
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About

BlueSnap's All-in-One Accounts Receivable Automation solution, formerly Armatic, is the highest rated software solution for Payment Processing, Billing/Invoicing, Recurring Billing and Subscription Management. Billing and Invoicing: Create beautiful invoices with our powerful invoice editor synced into your accounting system. Provide a customer portal, automatic charging, payment collection, and apply late fees. Recurring Billing & Subscription Management: BlueSnap provides enterprise-class subscription billing management for fast-growing businesses worldwide. Enable trial periods, manage plans, or prorate subscriptions. Payment Processing: BlueSnap is processor agnostic and provides integrations to all types of payment solutions from credit card payments, ACH, SEPA to wires. We handle partial payments, automatic failed payment retry, and automatic payment recovery.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

SMB, Mid-market and Enterprise companies automate billing and workflow processes with Armatic.

Audience

Accountants | Bookkeepers | CFOs | Small Business Owners

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$35/user/month
Monthly and yearly billing options. Free 14 day-trial, no credit card required.
Free Version Not Supported
Free Trial Supported

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 Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 4.3 / 5
features 5.0 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Overall 3.4 / 5
ease 3.9 / 5
features 4.0 / 5
design 3.9 / 5
support 3.3 / 5

Pros & Cons from Real Users

Pros

  • It does so many things, billing, crm, nps, dashboards. One tool for everything, which is so much better than 7 tools for different things.
  • Armatic stands for accounts receivable automatic, and that's pretty much the core value prop. It starts with our Sales Team sending & getting esignatures on our SOWs. From there, Armatic is the billing solution that keeps us on top of all invoices, subscriptions, payments, and renewals. There's a lot of functionality here too, around Customer Lifecycle -- you can run Cadences, SAT Surveys, NPS surveys, etc.
  • Armatic delivers a powerful tool to my organization, solving process problems which once required oversight of many stakeholders. Armatic's ability to automate much of the customer journey allows for improved client satisfaction on top of improved invoice processing, cash flow (DSO).

Cons

  • Honestly, it’s a great tool and they are constantly listening to feedback.
  • There's a ton in the software. I don't like the feeling that I can't get to it all-- but that says more about me than the software. We're using like 1/3 of what the platform is capable of.
  • Armatic is often on the cutting edge of integrations and feature deployment, it can occasionally impact the ease of use. This is a small set back which their support more than makes up for.

Pros & Cons from Real Users

Pros

  • Nothing. I had nothing but issues with them. So I have nothing positive to report here. They have no mobile app so you have to do it on a pc or phone web browser. The support was very bad and troublesome. No phone number to speak to anyone. Goes to recording and you can’t leave msg.
  • 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.

Cons

  • No mobile app. Customer support was terrible. They advertise instant payout etc. but you have to use them for a long period of time before that’s an option. Standard payouts are 3 days or longer.
  • 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.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

BlueSnap
Founded: 2002
United States
home.bluesnap.com/accounts-receivable-automation/

Company Information

ForwardAI
Founded: 2022
United States
www.forwardly.com

Alternatives

Alternatives

Stax

Stax

Stax Payments

Categories

Accounts Payable Supported
AR Automation Supported
B2B Payment Supported
CPQ Supported
Embedded Payments Supported
Order-to-Cash Supported
Payment Analytics Supported
Payment Gateways Supported
Payment Processing Supported
Purchasing Supported
Quote-to-Cash Supported
Quoting Supported
Recurring Billing Supported
SaaS Billing Supported
Vendor Management Supported

Categories

B2B Payment Supported

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Supported
Cash Management Supported
Check Writing Supported
Duplicate Payment Alert Supported
Fraud Detection Supported
General Ledger Entry Supported
Vendor Management Supported

Accounts Receivable Features

ACH Payment Processing Supported
Billing & Invoicing Supported
Check Processing Supported
Collections Management Supported
Online Payment Processing Supported
Overpayment Processing Supported
Partial Payments Supported
Receivables Ledger Supported
Recurring Billing Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Supported
Tax Calculator Supported

Billing and Provisioning Features

Billing & Invoicing Supported
Carrier Access Billing Not Supported
Contract Management Supported
Customer Accounts Supported
Customizable Billing Supported
Flexible Rate Tables Not Supported
Internet Not Supported
Order Management Not Supported
Post-Paid Systems Not Supported
Pre-Paid Systems Not Supported
Provisioning Not Supported
Rating Not Supported
Self Service Portal Not Supported
Service Order System Not Supported
VoIP Not Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Supported

Payment Processing Features

ACH Check Transactions Supported
Bitcoin Compatible Not Supported
Debit Card Support Supported
Gift Card Management Not Supported
Mobile Payments Supported
Online Payments Supported
POS Transactions Not Supported
Receipt Printing Not Supported
Recurring Billing Supported
Signature Capture Supported

Purchasing Features

Catalog Management Supported
Compliance Management Not Supported
Contract Management Supported
Inventory Management Not Supported
Invoice Processing Supported
PunchOut Not Supported
Purchase Order Management Supported
Requisitions & Approvals Not Supported
Sourcing Management Not Supported
Spend Management Not Supported
Supplier Management Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Recurring Billing Features

Customer Portal Supported
Deferred Billing Supported
Discount Management Supported
Dunning Management Supported
Invoice History Supported
Multi-Currency Supported
Multi-Period Recurring Billing Supported
Payment Processing Supported
Recurring Donations Supported
Subscription Billing Supported

Subscription Management Features

Cancellation Management Supported
Discount / Coupon Management Supported
Dunning Management Supported
Enrollment Management Supported
Product Catalog Supported
Recurring Billing Supported
Revenue Recognition Supported
Revenue Recovery Tools Supported
Self Service Portal Supported
Subscription Plan Management Supported
Tax Management Supported
Trial Management Supported
Usage Tracking/Analytics Supported

Vendor Management Features

Audit Management Supported
Contact Management Supported
Customer Database Supported
Self Service Portal Supported
Supplier Master Data Not Supported
Transaction History Supported
Vendor Maintained Profiles Supported
Vendor Managed Inventory Not Supported
Vendor Performance Rating Not Supported
Vendor Qualification Tracking Not Supported

Integrations

NetSuite Supported
QuickBooks Online Supported
Sage Intacct Supported
Xero Supported
29 Next Supported
AppInsights Supported
DaySchool Supported
FreshBooks Not Supported
GetResponse Supported
HubSpot CRM Supported
MLM Protec Supported
Microsoft Dynamics 365 Supported
Nummuspay Supported
Quick License Manager (QLM) Supported
Salesforce Supported
Salesforce Agentforce Commerce Supported
Titan Supported
Veracross Supported
WordPress Supported

Integrations

NetSuite Supported
QuickBooks Online Supported
Sage Intacct Supported
Xero Supported
29 Next Not Supported
AppInsights Not Supported
DaySchool Not Supported
FreshBooks Supported
GetResponse Not Supported
HubSpot CRM Not Supported
MLM Protec Not Supported
Microsoft Dynamics 365 Not Supported
Nummuspay Not Supported
Quick License Manager (QLM) Not Supported
Salesforce Not Supported
Salesforce Agentforce Commerce Not Supported
Titan Not Supported
Veracross Not Supported
WordPress Not Supported
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Claim BlueSnap and update features and information
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