Forwardly

Forwardly

ForwardAI
+
+

Related Products

  • Sage Intacct
    8,791 Ratings
    Visit Website
  • Revaly
    7 Ratings
    Visit Website
  • FirstPromoter
    67 Ratings
    Visit Website
  • Regpack
    393 Ratings
    Visit Website
  • Xero
    6,132 Ratings
    Visit Website
  • Melio
    2,212 Ratings
    Visit Website
  • Monk
    8 Ratings
    Visit Website
  • Odoo
    1,729 Ratings
    Visit Website
  • EBizCharge
    208 Ratings
    Visit Website
  • rezStream Cloud PMS
    126 Ratings
    Visit Website

About

Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations. Chargebee integrates with the leading payment gateways like Stripe, Braintree, PayPal etc. around the world to let you automate recurring payment collection along with invoicing, taxes, accounting, email notifications, SaaS Metrics and customer management. Chargebee handles all your crucial workflows from lead to ledger with power-packed integrations that include Salesforce, Xero, Quickbooks, Avalara, Slack, among others. Deflect cancellations at scale straight from Chargebee with a best-of-breed solution, Chargebee Retention, that provides personalized experiences that get results. Run experiments based on customer and subscription attributes taken straight from Chargebee to ensure you provide a personalized and relevant cancel experience.

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

Helping subscription-based businesses stay agile and adapt their revenue operations workflows to scale faster

Audience

Accountants | Bookkeepers | CFOs | Small Business Owners

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$299/month
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 4.8 / 5
features 4.8 / 5
design 4.8 / 5
support 4.8 / 5

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

  • Receiving payments through Chargebee is extremely fast, in less than a second our money is already in our Wallet, maintaining customer and consumer security above all else. It has a very good integration with other store apps such as Shopify.
  • Chargebee excels at everything. It has a variety of customization as well as plenty of the latest up to date protocols so my users feel secure using its checkout features.
  • Chargebee provide plug and play billing system. It is a billing software allows to schedule recurring bills. Manual errors are eliminated with the use of this software. Easily customisable features. Its robust billing system helps sales team to run any promotional or special offers. Good customer support.
  • Super easy to use and not hard to implement. Works very well for subscription based needs too which is awesome.

Cons

  • Despite being a payment system known for its speed in transactions, it should also be known that it has an unintuitive interface that if not known and used properly, can generate errors in transactions, which is very little beneficial for business accounting.
  • There are not many cons if any. Chargebee has competitors but none have the features Chargebee has.
  • Once this software is there no need to worry about bills, payments and refunds. Perfect billing software for any company.
  • There aren't any I can think of. It's great to use.

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Chargebee
Founded: 2011
United States
www.chargebee.com

Company Information

ForwardAI
Founded: 2022
United States
www.forwardly.com

Alternatives

Alternatives

Nue

Nue

Nue.io

Categories

Categories

B2B Payment Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Supported
Mobile Payments Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Membership Management Features

Application Management Not Supported
Automatic Renewals Supported
Committee Management Not Supported
Dues Management Supported
Email Marketing Not Supported
Event Management Not Supported
Member Directory Not Supported
Member Portal Supported
Member Types Not Supported
Membership Database Not Supported
Nonprofit Membership Supported
Payment Processing Supported
Website Management Not Supported

Payment Processing Features

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

Revenue Management Features

Competitor Analysis Not Supported
Dynamic Pricing Supported
For Airlines Not Supported
For Hospitality Industry Not Supported
Forecasting Not Supported
Inventory Control Not Supported
Price Optimization Supported
Recommendation Engine Not Supported
Yield Management Not 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

Integrations

QuickBooks Online Supported
Xero Supported
AccessOwl Supported
Desktop.com Supported
Direct Debit Supported
Flatly Supported
HiBob Finance Suite Supported
HubiFi Supported
Latitude Supported
Levenue Supported
Mailchimp Supported
Nango Supported
Qlik Application Automation Supported
Revv Supported
StarfishETL Supported
Taxwire Supported
Unlimitd Supported
Visdum Supported
journy.io Supported

Integrations

QuickBooks Online Supported
Xero Supported
AccessOwl Not Supported
Desktop.com Not Supported
Direct Debit Not Supported
Flatly Not Supported
HiBob Finance Suite Not Supported
HubiFi Not Supported
Latitude Not Supported
Levenue Not Supported
Mailchimp Not Supported
Nango Not Supported
Qlik Application Automation Not Supported
Revv Not Supported
StarfishETL Not Supported
Taxwire Not Supported
Unlimitd Not Supported
Visdum Not Supported
journy.io Not Supported
Claim Chargebee and update features and information
Claim Chargebee and update features and information
Claim Forwardly and update features and information
Claim Forwardly and update features and information