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[Forwardly @forwardlyapp]

The most successful accounting firms today aren't just adopting technology. They're building automation strategies that actually work.

That's why we're featured in the TG Publishing 2026 Tax & Accounting Automation Guide as one way to make paying bills and getting invoices paid easier with AI automation.

Join us for the webinar on June 30 at 1 PM – 5 PM ET / 10 AM – 2 PM PT.

This session brings together leaders from across the accounting tech ecosystem to discuss how firms can:
- Reduce manual processes
- Improve operational efficiency
- Deliver a better client experience

If you're thinking about the future of your firm, this is a conversation worth joining.

Register here:
https://t.co/yxhV0DJzZe

Plus, registrants receive the 2026 Tax and Accounting Automation Guide Companion.

Join Gaynor Hardy, Accounting Ignited, Charisma, Canopy, GruntWorx, Ignition, Liscio, RC Reports, RepWorks, Rightworks, SmartVault, TaxRock, Woodard and Zamp

#TaxAutomation #AccountingAutomation #TaxTech #Forwardly #TGPublishing

[Forwardly @forwardlyapp]

3 days until we're in Orlando for Scaling New Heights.

Nick Chandi and Jane Ingram will be at Booth #6 with live demos of features you haven't seen yet, gifts worth grabbing, and an exclusive offer you can only get at the booth.

Don't miss it!

Booth #6 · June 14-17 · Orlando

#ScalingNewHeights #SNH2026 #AccountingTech

[Forwardly @forwardlyapp]

Still manually doing work that software should handle?
We're featured in the TG Publishing 2026 Tax & Accounting Automation Guide, and we'll be joining the webinar on June 30th.

Time: 1 PM – 5 PM ET / 10 AM – 2 PM PT

If you're trying to figure out which automation actually matters and which is just noise, this is worth your time. You'll hear from firms that have already implemented it, plus get the 2026 Automation Guide.

What you'll learn:
- Tech trends that actually affect your work
- How firms are implementing automation without blowing up their processes
- Real strategies you can steal

Register and get the guide: https://t.co/Teq0mNNqbw

Join Gaynor Hardy, Accounting Ignited, Charisma, Canopy, GruntWorx, Ignition, Liscio, RC Reports, RepWorks, Rightworks, SmartVault, TaxRock, Woodard, and Zamp

#TaxAutomation #AccountingAutomation #TaxTech #Forwardly #TGPublishing

[Forwardly @forwardlyapp]

The biggest accounting tech conference of the year is almost here.
We're heading to Scaling New Heights in Orlando, and we want to see you at Booth #6, June 14-17.

Nick Chandi and Jane Ingram will be there with demos of our latest features, fun gifts, and a special offer just for booth visitors.

If you're tired of clients losing money to payment processing fees or spending hours chasing invoices, come see how Forwardly fixes that.

Can't make it? Book a 1:1 demo to see what's new: https://t.co/VCRDAIViiW

#ScalingNewHeights #SNH2026 #AccountingTech #Forwardly #AccountingConference

[Forwardly @forwardlyapp]

Want to turn your client referrals into actual recurring income?
Get Forwardly Certified and start earning enhanced referral rewards.

Jane Ingram and Aaron Mah are running our June certification session on June 3rd at 2 PM ET / 11 AM PT.

It takes only 30 minutes to learn the platform, position it to the right clients, and unlock higher partner commissions. You'll walk away certified with a badge for your LinkedIn.

Can't attend live? Register for the replay. You can still take the exam.

Register here: https://t.co/dLbH2JX1d0

[Forwardly @forwardlyapp]

Two days out: our AI panel hosted by CPE Today and Seth Fineberg is nearly here.

Nick Chandi and Jeanne Hardy are joining Seth to talk about what AI actually does in accounting firms right now. Not the theory. Not the future. What works today.

If you're trying to figure out where AI fits in your firm, how to train your team without the chaos, or which platforms are worth the investment, this webinar will answer those questions.

Wednesday, May 27 at 2 PM EST / 11 AM PDT

Levvy, CPE Today

Register here: https://t.co/f7xPgE1I2I

[Forwardly @forwardlyapp]

Why do finance teams spend 40% of their time on tasks that don't actually require finance expertise?

Nick Chandi, Forwardly CEO, recently wrote about the productivity problem hiding in plain sight: finance professionals stuck chasing down payments, answering "did you get my invoice?" emails, and manually reconciling transactions instead of doing actual finance work.

It's not a people problem. It's a process problem. And it's costing more than most teams realize.

Nick breaks down what's actually eating up your team's time and what you can do about it.

Read the full article on Forbes: https://t.co/HD8cjDj9am

[Forwardly @forwardlyapp]

AI is everywhere in accounting right now. The question isn't whether to use it; it's how to use it without messing things up.

We're sponsoring a panel hosted by CPE Today, featuring Seth Fineberg, Nick Chandi, and Jeanne Hardy, where we'll talk about what AI actually works for firms.

You'll learn:
- Which AI platforms are worth your time (and how to use them properly)
- How to train your team without overwhelming them
- Data security mistakes to avoid
- How to prep your data so AI actually helps instead of creating more work

Worth 1 CPE credit.
Wednesday, May 27
2 PM EST / 11 AM PDT

Register now- https://t.co/TycZ9c0lbk

[Forwardly @forwardlyapp]

📌 Mark your calendars, CFOs & finance leaders!
We're 6 days away from one of the most relevant conversations in finance right now.

"AI and the New CFO Playbook: Turning Financial Data into Decisions" is a free live webinar hosted by the CFO Leadership Council, sponsored by Forwardly, and you won't want to miss it.

Speaker: Mark Brousseau, President, Brousseau & Associates
30+ years of expertise in AP, AR & payments

In just 60 minutes, you'll learn how to:
- Turn financial data into real-time insights
- Sharpen forecasting & cash flow visibility
- Detect patterns and anomalies faster
- Build a practical roadmap to implement AI in your finance team

Join in on 🗓 May 20, 2026
⏰ 10:00 AM PT | 1:00 PM ET

AI is turning finance teams from reporters into decision-makers. Are you ready?
Reserve your free spot now:
https://t.co/Z4rO66VOOA

#CFO #AI #FinanceLeadership #Forwardly #CFOLeadershipCouncil

[Forwardly @forwardlyapp]

📣 Accountants & Bookkeepers, this one's for you!
We're hosting our Forwardly Partner Certification Training: May Session, and we'd love to see you there.

This live, interactive webinar is built specifically for accounting, bookkeeping, and financial professionals who want to:

- Master Forwardly's core features & confidently present them to clients
- Identify the best client use cases for maximum impact
- Submit referrals, track rewards & unlock higher partner earnings
- Earn your official Forwardly Certified Partner badge 🏅
- Apply proven best practices to grow your referral income

🗓 Wednesday, May 6, 2026
⏰ 10:00 – 10:45 AM PT

Whether you're brand new to Forwardly or ready to level up your partnership, this session is for you.

Register now and claim your spot! https://t.co/Q4Qt2C5Sts

#ForwardlyPartner #Accounting #Bookkeeping #FinancialProfessionals

[Forwardly @forwardlyapp]

Business leaders: how much time and revenue is being lost to disconnected financial systems?

When teams work across scattered tools, growth becomes harder to manage.

Proud to see Forwardly CEO, Nick Chandi explore this challenge in Forbes.

Get the insights here: https://t.co/Kd6ZXck0D6

[Forwardly @forwardlyapp]

Late payments. Manual processes. Cash flow stress.
You’ve seen it. Businesses deal with it every day.

Now you can help fix it and earn while you do.
Introducing: The Forwardly Affiliate Program for content creators and publishers.

Refer businesses to a faster, smarter way to pay and get paid and earn rewards for every qualified referral.

Why join
- Earn cash rewards for every business you refer
- Help businesses automate AP and AR with real impact
- Get your own referral link, tracking, and marketing support
- Unlock higher rewards and perks as you grow

Read about the launch: https://t.co/7ZVp3xlwtl

Join now: https://t.co/RZouQvs0A5

[Forwardly @forwardlyapp]

Still waiting on month-end reports to make decisions?
That lag is costing you.

AI is changing how CFOs operate, turning finance teams from reporters into decision-makers.

Join the CFO Leadership Council for an insightful webinar on "AI and the New CFO Playbook: Turning Financial Data into Decisions", sponsored by Forwardly

Speaker: Mark Brousseau, President, Brousseau & Associates, a leading authority in AP, AR, and payments with 30+ years of experience.

🗓 May 20, 2026
⏰ 9:00 AM – 10:00 AM PT, 1:00 PM – 2:00 PM ET

In this session, you’ll learn how to:
• Turn financial data into real-time insights
• Improve forecasting and cash flow visibility
• Detect patterns and anomalies faster
• Build a practical roadmap to implement AI

👉 Save your spot:
https://t.co/TDtaiGsGTq

[Forwardly @forwardlyapp]

Forwardly just got easier to try.
We’ve officially launched a 30-day free trial for new users, with zero processing fees on bank transfers of any speed.

Send vendor payments, get invoices paid fast, and switch your workflows to Forwardly without paying any bank payment fees.

After that, simple per-transaction pricing. No monthly fees.

Read the full announcement: https://t.co/PxXMjeOZHW

Start your free trial today at https://t.co/CbcQTprFHT.

#paymentplatform #fintech #businesspayments #APPlatform #ARManagement

[Forwardly @forwardlyapp]

Big news 🚀

Forwardly has been named B2B Payments Product of the Year at the FinTech Breakthrough Awards 2026 🏆
This one hits different.

We’ve been building Forwardly to fix what’s broken in business payments: slow transfers, manual workflows, messy reconciliation and zero visibility into cash flow. This recognition validates that we’re on the right path.

Huge shoutout to our customers and partners who’ve trusted us to move their money faster and smarter. This win is yours too.

If you haven’t seen what Forwardly can do yet, this is your sign 👀

Read the full announcement here: https://t.co/OhPqBDfFYC…

#FinTech #B2BPayments #CashFlow #Fintechinnovation #Forwardly #FinTechAwards

[Forwardly @forwardlyapp]

⏰ Reminder: Don’t miss this upcoming session.
Join Alicia Katz Pollock, Forwardly Certified Partner on March 31 at 9 AM PST for the 3rd Party Apps in Accounting class and learn how apps that integrate with QuickBooks Online can help streamline workflows and reduce manual work.

You’ll also see how Forwardly and other apps work with QBO to help businesses get more out of their accounting software.

Register here:
https://t.co/QvXGmUlNLy

#QuickBooksOnline #AccountingApps #Forwardly #WorkflowAutomation #AccountingTechnology #BusinessGrowth #Royalwise

[Forwardly @forwardlyapp]

If you work with business clients, chances are you're helping them manage invoices, payments, and cash flow every day.

Our upcoming Forwardly Partner Certification Training shows you how to introduce a modern payment solution that can simplify those workflows for your clients, while creating a new revenue stream for your firm.

During this live training with Jane and Aaron, you'll learn how to:
- Position Forwardly with confidence
- Identify the right clients and use cases
- Submit referrals and track partner rewards
- Become a certified Forwardly partner

You'll receive a certification badge you can showcase on LinkedIn or your website.

📅 April 8
⏰ 10:00 AM PT

Save your seat and get certified: https://t.co/0D1blBq9cr

#Forwardly #AccountingPartners #Bookkeepers #Accountants #FintechPartners #BusinessPayments

[Forwardly @forwardlyapp]

💡 Learn how to make apps work with QuickBooks Online
Join the 3rd Party Apps in Accounting class on March 31 at 9 AM PST with Alicia Katz Pollock and Royalwise and learn how to:
- Find and assess apps that integrate with QBO
- Choose the right fit for your company
- Implement apps successfully
- Prepare your team for changes

Discover how Forwardly and other apps work with QuickBooks Online to streamline workflows, reduce manual work, and get the most from your accounting software.

Register for the course here: https://t.co/r0MSIjLfUd

#QuickBooksOnline #AccountingApps #Forwardly #Businessgrowth #WorkflowAutomation #Royalwise

[Forwardly @forwardlyapp]

💥 Is your finance process ready for tax season?

Nick Chandi, CEO of Forwardly, explains why growing businesses often hit a wall when tax season arrives. Manual approvals, messy invoices, and outdated workflows can turn what should be a routine process into a headache.

Learn how smarter automation keeps teams ahead of the chaos.

Read the full article on Forbes: https://t.co/LwcppmqWPB

#FinanceAutomation #TaxSeason #BusinessGrowth #Forwardly #ForbesFinanceCouncil

[Forwardly @forwardlyapp]

💡 Still doing AP the old way?
You’re leaving growth on the table.

Join Nick Chandi, CEO of Forwardly, on Mar 4, 2026 at 1 PM ET for a live webinar hosted by https://t.co/58MAsYxbw6

Discover how modern accounts payable technology can:
- Streamline workflows & eliminate manual data entry
- Improve cash flow visibility
- Scale your firm efficiently

Don’t miss strategies that can transform your firm’s operations.

Register now: https://t.co/GPIbiymsNp

#Accounting #APAutomation #CPAAcademy #Forwardly #FinanceTech #Fintech #PaymentSolution