# Forwardly Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Forwardly Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more. Source: https://www.capterra.com/p/209834/Forwardly --- # Forwardly Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on April 8, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Forwardly ## What is Forwardly? Forwardly simplifies financial reporting by combining real-time payments, AI automation, and deep accounting integrations in one modern platform. Designed for accounting firms and growing businesses, Forwardly eliminates manual data entry and delayed reconciliations by syncing invoices, bills, and payments instantly across leading accounting platforms and ERP solutions. With built-in AI-native features, Forwardly’s Bill Inbox automatically reads and categorizes transactions, ensuring that every payment is tracked and matched accurately for cleaner reporting. Instant and scheduled payments flow directly into your books, giving you a live view of cash flow and financial performance. The platform’s unique 4-way sync, customizable approval workflows, and audit-ready activity logs make it easy to maintain compliance while improving visibility across accounts payable and receivable. Forwardly helps finance teams close the books faster, make smarter decisions, and report with confidence. ## What is Forwardly used for? [Financial Management](https://www.capterra.com/financial-management-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/) Top alternative Featured Overall rating Based on 9 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Forwardly?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.forwardai.com/&name=Forwardly) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Forwardly 4.4 (9) VS. [4.3 (635)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (9) Ease Of Use 4.2 (561) Value For Money 4.4 (9) Value For Money 4.0 (470) Customer Service 4.6 (9) Customer Service 4.0 (501) ## Forwardly alternatives Highest Rated [4.9 (115)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (2,007)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (3,284)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,425)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) [View all alternatives](https://www.capterra.com/p/209834/Forwardly/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Electronic Payments 5.0 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Electronically collect payments for goods or services Cash Management 4.8 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Invoice Processing 5.0 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Creation, processing, verification, and execution of invoices till the payment is made Invoice Management 4.8 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Captures invoice data and maintains comprehensive records for auditing and reporting purposes Transaction Monitoring 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Monitor or audit historical and current transactions to analyze customer account activities Workflow Management 4.8 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Forwardly 26 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage the process of evaluating documents or requests submitted for approval Compare and match accounting/financial records with corresponding bank statements Create, manage, and send invoices or bills to customers Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Assembly of graphs and charts for visualizing and tracking statistics/metrics Graphical representation of data Electronically collect payments for goods or services Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Predict future data based on historical data sets Analyze and gain insights into data in real-time Receive data and information in real time Active monitoring of systems, applications, or networks Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Monitor or audit historical and current transactions to analyze customer account activities Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Interact with data visualization elements, such as charts and graphs, to drill down into data Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.4 (9) 4.4 Based on 9 reviews ## Pricing Value for money 4.4 (9) Free Trial Free Version Free Business Plan $0.00 Value for money 4.4 (9) 4.4 Based on 9 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (9) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (9) 4.6 Based on 9 reviews ## User reviews Overall rating 4.4 Based on 9 reviews Filter by rating 5(7) 4(1) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent LA Lisa A L. Owner Accounting ### "Exceptional Platform for Accounts Payable" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 12, 2026 Positive and then some. I am very happy that I stumbled upon the company and it has been a fantastic journey using them. Again, I will continue using them in the future. Cost is very much a savings and is overall better than the competitors. Pros The customer service is exceptional! Forwardly is easy to use and dependable. I have not had any major issues. I will continue using Forwardly for all of my client billing into the future as I expand my firm. Cons Initial client migration was very smooth however when I try to do it myself for new clients, I often screw it up. Not so much Forwardly's issues but it is slightly confusing. Switched from [Melio](https://www.capterra.com/p/184673/Melio/) Pricing for Melio had increased and they changed their subscription services. They were not a good payment processor to begin with so it was an easy decision to change to Forwardly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User President Accounting ### "Best for Customer/Client Initiated Payments" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 10, 2026 Overall I have been pleased with my experience. Everyone I've worked with/talked to on their support team has been very friendly and helpful. Their customer service is exceptional. Pros Forwardly offers low cost, standard ACH processing with no added monthly subscription fee. Their rates for faster ACH processing are very affordable and much better than their competitors. Forwardly integrates easily with QBO, so all invoices I've entered in QBO populate in Forwardly and can be quickly and easily sent to clients for payment. Cons While you can set up automated drafts, it's not as simple to use as other similar products like QBO Payments or CPA Charge. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SP Stefan P. Founder Investment Management ### "professional and expedient value for money" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 24, 2026 Quite excellent - personable and personal professional support, product turnaround times are great, platform integrates well with known packages like Xero and Plaid service to banking. Pros A professional and expedient option that balances value for money, with a long term free/trial tier to try out. Cons the recent pricing tiering change leaves a gap between 3-5 business days and next (one) business day. The 3 to 5 business days is at times a crap shoot and makes it hard to plan - a solid and dependable 2 business day tier for a lowest tier pricing would allow for better/more usage for large volume small payment ACH withdrawal processing. Alternatives considered [Stripe](https://www.capterra.com/p/123889/Stripe/) [Melio](https://www.capterra.com/p/184673/Melio/) Reasons for choosing Forwardly pricing and speed of processing options for ACH withdrawal Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RN Rebecca N. Bookkeeper Accounting ### "Forwardly for Bookkeepers" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 February 20, 2026 Pros The customer service is very helpful and the free ACH is awesome! I also really enjoy the recurring ACH request that can be sent out, so I am not handling any bank details myself. Cons The payment processing time is slow, but I’ve only been using it for a couple of months so maybe it will get faster. I had a little trouble figuring out which invoices would be automatically triggered with the recurring ACH feature, and the sync with Quickbooks is helpful but when I merged 2 client names (same client) in QBO, I had to resend the recurring authorization request, so just a feature to be aware of. I’m hopeful it will be smooth sailing now! Switched from [Melio](https://www.capterra.com/p/184673/Melio/) Forwardly offered free ACH payments, and a smooth recurring ACH authorization email/form so I didn’t have to touch bank details from clients paying me. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CW Chris W. Owner Transportation/Trucking/Railroad ### "Would recommend to any small business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 29, 2026 Pros Prompt with all support concerns and the service has been good. The fees are more than acceptable compared to other services Cons Initial setup seems to take a bit of time but it was all in the name of security so not really a con. Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reasons for choosing Forwardly Auto payment feature was the selling point Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TC Tomeka C. Owner-Bookkeeper Accounting ### "Try Forwardly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 16, 2025 Excellent customer service, and the pricing is fair. Currently, I will be using Forwardly to collect client payments. In the future, I plan on using other areas. Pros I have recently started using Forwardly, I am finding it easy to use. The customer service is great! \[sensitive content hidden\] has helped me so much. Cons I recently started using Forwardly and I have not found anything I dont like about the software. I have a bookkeeping and payroll business and it does all I need it to so far. Switched from [Stripe](https://www.capterra.com/p/123889/Stripe/) Cost of processing payments, and I like the setup with Forwardly better. As my business grows, I can do a lot in Forwardly. Alternatives considered [Square Payments](https://www.capterra.com/p/170278/Square-Payments-Processing/) [Nickel](https://www.capterra.com/p/10022315/Nickel/) Reasons for choosing Forwardly I like the setup and the cost is very reasonable. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RW Rochelle W. Manager Marketing and Advertising ### "Highly recommended for marketing consultants " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 10, 2024 I have made around 50 payments over last 3 months. I am finding that my initial payments to suppliers were kind of slow but now almost all of them have become instant and real time. Pros Ease of use and accounting integrations with QuickBooks and Xero. Cons It took them 2 days to approve my account. Switched from [Melio](https://www.capterra.com/p/184673/Melio/) It was recommended by my accountant. I received an invoice and made payment before I implemented it in my business. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EK Elam K. Owner Real Estate ### "Awful experience" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 October 16, 2024 Forwardly gave me and the people i was paying so much hassle. They took money and then closed my account. Terrible experience Decided to try them instead of Melio. I will be going back to Melio Pros Seems nice but the hoops you have to jump through are insane Cons Forwardly gave me and the people i was paying so much hassle. They took money and then closed my account. Terrible experience Switched from [Melio](https://www.capterra.com/p/184673/Melio/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 23, 2024 Unfortunately, certain businesses fall outside of our risk tolerance, which is why we’re unable to support them at this time. As outlined in our policy, when a business is suspended, any pending transactions are canceled and returned. More details about this process can be found in our support portal. If you have any further questions, feel free to submit a ticket, and we’ll be happy to assist you. Joseph M. Director of Survey Civil Engineering ### "Agrxis Review on Forwardly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 22, 2023 I can state with confidence that, based on my whole experience with Forwardly, it has proven to be an excellent financial management tool for me. I was amazed by its user-friendly layout and clear functionality as soon as I started using it. The program smoothly combines several financial components, such as forecasting, cash management, and risk management, giving me a complete picture of the financial health of my company. Making educated decisions and monitoring key performance metrics have been made much easier thanks to the real-time data and customisable reports. The collaboration tools have also improved team member coordination and communication, ensuring that everyone is on the same page. Every time I had a query or ran into a problem, the support staff was prompt and helpful. Pros Forwardly's amazing money management skills left me feeling quite pleased. My financial operations have been greatly eased by the platform's extensive feature set. The extensive forecasting tool is one outstanding feature that enables me to confidently make accurate estimates and plan for the future. It has been extremely beneficial to evaluate various company strategies and their possible financial results by using "what if" scenarios. Real-time data reporting, which gives me current information on my financial status, is another standout feature. Cons During my time with Forwardly, I discovered that the platform lacked several sophisticated customization features that would have been useful for my particular requirements. Although it has a variety of functions for financial management, there were times when I wished I had more freedom to customize the system to fit my particular company needs. The learning curve for using several features was also a little steep, taking some time and effort to properly understand how they worked. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)