Forwardly

Forwardly

ForwardAI
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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.

About

Plooto is a payment automation platform built for accounting firms and small to mid-sized businesses that need to manage money moving in and out. It brings accounts payable, accounts receivable, approval workflows, payment tracking, and accounting software synchronization into one platform. Businesses can use Plooto to automate bill payments, collect customer payments, reduce manual data entry, and improve visibility into cash flow. The platform supports payment options such as EFT, ACH, credit cards, foreign exchange, and international payments. Plooto also offers custom approval chains, real-time payment status tracking, client dashboards, and two-way syncing with accounting software. With AP automation, AR automation, payment controls, and reconciliation support, Plooto helps finance teams and accountants simplify payment operations.

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

Accountants | Bookkeepers | CFOs | Small Business Owners

Audience

Plooto is best suited for accounting firms, bookkeepers, SMBs, finance teams, controllers, and business owners that need accounts payable automation, accounts receivable automation, payment approvals, international payments, accounting software sync, and better cash flow visibility

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

$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

Pricing

$32/month
Free Version
Free Trial

Reviews/Ratings

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

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

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

ForwardAI
Founded: 2022
United States
www.forwardly.com

Company Information

Plooto
Founded: 2014
Canada
www.plooto.com

Alternatives

Alternatives

Paychex Flex

Paychex Flex

Paychex

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Payable Features

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

Accounts Receivable Features

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

Billing and Invoicing Features

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

Construction Accounting Features

Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates

Integrations

QuickBooks Online
Xero
AccessOwl
FreshBooks
NetSuite
QuickBooks Online Advanced
Sage Intacct
VS1 Cloud
Zoho Books

Integrations

QuickBooks Online
Xero
AccessOwl
FreshBooks
NetSuite
QuickBooks Online Advanced
Sage Intacct
VS1 Cloud
Zoho Books
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