Different accounting systems shouldn't mean double the work. Yet that's exactly what happens between most businesses today: invoices typed in twice, payments you have to double-check, banking details flying around in email. The Forwardly Network fixes that. Connected businesses sync invoice and payment data automatically, see payment status in real time, and store banking details once, securely. Bonus: bank payments between connected businesses are now free too. Read the announcement: hubs.li/Q04Brj9M0 #AccountsPayable #AccountsReceivable #FinanceAutomation #Forwardly

Do you know the cumulative cost of leaving manual gaps in your Accounts Payable lifecycle? Do not miss our live session next week on beating the AP time drain with AI. If you are a CFO, controller, or AP manager tired of manual double-checking, we are showing you exactly how Stackpack and Forwardly connect vendor management directly to final payments. Come hear Sara Wyman and Nick Chandi break down a complete AP workflow where AI handles the entire process, not just the middle part. See a completely automated AP workflow in practice. Date: October 14, 2026 Time: 1 PM ET | 10 AM PT Grab your spot here: hubs.li/Q04zXfYt0 #AccountsPayable #FinanceAutomation #AIinFinance #Forwardly

When was the last time a client called you just to talk about last quarter's compliance? Clients do not just want you to close their books anymore. They want to know what their cash position looks like three months from now. Cash flow advisory answers the forward-looking questions that business owners actually care about, and it creates a natural monthly touchpoint. -Deliver real-time visibility into their cash position -Manage every client's AP and AR from a single dashboard -Shift from month-end reporting to continuous advisory You already have the data you need to get started. Forwardly gives you the consolidated view to make cash flow advisory operationally realistic across your entire client roster. Read more → hubs.li/Q04zNsYc0 #AccountingCommunity #AccountsPayable #CashFlow #Forwardly

How many hours does your finance team lose every week to manual AP work that a computer should be handling? Between chasing vendor approvals, double-checking bills, and matching line items at month-end, the hours add up fast, and they're quietly costing more than anyone realizes. On October 14th, Stackpack Founder & CEO Sara Wyman and Forwardly CEO Nick Chandi sit down to show finance teams exactly where those hours are going and how AI reclaims them. CFOs, controllers, and AP managers: this one's built for you. Date: October 14, 2026 Time: 1 PM ET | 10 AM PT Save your seat: bit.ly/4jCL36n #AccountsPayable #FinanceAutomation #AIinFinance #Forwardly

Have you looked closely at your P&L lately? You might be leaking cash without even knowing it. The cost of processing paper checks and manual invoices is higher than you think. In his latest Forbes article, Forwardly CEO Nick Chandi explains where these cash flow leaks are hiding and how modern finance teams are fixing them.bit.ly/4hqoz7h Check out the full article on Forbes to learn more → #AccountsPayable #BusinessGrowth #Accounting #Forwardly

Are you tired of stitching together your accounting software, vendor contracts, and payment tools by hand? Most finance teams have automated a piece or two of accounts payable, but the full cycle still runs through a patchwork of spreadsheets and email threads. Join Forwardly CEO Nick Chandi, Stackpack Founder & CEO Sara Wyman, and moderator Jane Ingram on October 14th to see what a genuinely end-to-end AP lifecycle looks like when AI handles the whole thing. We are covering: - How Stackpack provides real-time visibility into vendor spend and catches ghost vendors - Why the Forwardly AI Agent and our dedicated AP inbox guarantee near-100% accuracy for bill capture - How AI-powered payment automation closes the loop from contract to cash out It is time to connect your vendor management directly to your final payments and automatic reconciliation. Date: October 14, 2026 Time: 1 PM ET | 10 AM PT Grab your spot here: hubs.li/Q04ytf8R0 #AccountsPayable #FinanceAutomation #AIinFinance #VendorManagement #Forwardly

Are you heading to New York City this November for FATE 2026? The Finance and Accounting Tech Expo is at the Javits Convention Center on November 18-19, and the Forwardly team will be there. We love meeting professionals face-to-face and showing you exactly how our AR/AP automation helps you take control of your cash flow. We want to see as many of our friends and partners there as possible. Use code Forwardly100 at checkout for $100 off your registration. Are you a certified partner thinking about attending? Certified partners can get in touch via support to see how we can help with extra special invites to the show and an exclusive happy hour event. Catch us at the Javits Convention Center in NYC Dates: November 18-19, 2026 Discover how to cut out manual data entry and get paid without the wait. Claim your ticket and make sure to stop by our booth to say hello. Register here with code Forwardly100: bit.ly/4hgPuCB #FATE2026 #FinanceAutomation #AccountsPayable #Forwardly

Still scrambling to reconcile payments and chase invoices at month-end? There is a better way to operate your firm. We are just two days away from our live CPA Academy session with Nick Chandi! If you are a firm owner who wants to improve your AR processes or add AI AR automation as a CAS offering, you won't want to miss this. You will see firsthand how Forwardly's automatic reconciliation and intelligent payment reminders protect client relationships and guarantee cash flow. Join us this Wednesday to leave with the tools you need to make business payments reliable. Register now and earn CPE credit. Date: September 16, 2026 Time: 1 PM ET | 10 AM PT Register for free here: bit.ly/4yFhN3m #AccountsReceivable #FinanceAutomation #CAS #AIinFinance #Forwardly

Are you tired of patching together the same broken client workflows every single tax season? We are just days away from our live chat with Seth Fineberg and Nick Chandi! Tax season does not have to mean endless manual data entry and stressed-out teams. Tune in to hear our experts break down the common traps firms fall into and how leaning into AI tools and setting up automatic reconciliation with Forwardly can change the game for your team. Make sure you are ready for 2027. Date: September 15, 2026 Time: 1 PM ET | 10 AM PT Register here: forwardly.com/blog/preparing… #Accounting #TaxSeason #FinanceAutomation #AIinFinance #Forwardly

Getting back into the fall routine? Your back office could probably use a refresh, too. Back to school season is all about getting organized. If your team is still spending hours manually keying in bills and chasing down approvals, it might be time to upgrade your AP process before the end-of-year push. - Route bills for approval automatically based on your own rules - Catch the duplicate invoice five minutes before it gets paid twice - Sync everything directly to your accounting or ERP system With our dedicated AP inbox and AI-powered bill capture, you can cut out the busywork and focus on finishing the year strong. Take a quick product tour to see how it works → bit.ly/4xH6hnT #AccountsPayable #BusinessAutomation #Accounting #Forwardly

Tax season 2027 is closer than you think; are you setting your firm up for success or a massive headache? Join Forwardly CEO Nick Chandi and Seth Fineberg on September 15th for a discussion hosted by Ace Cloud Hosting about the biggest mistakes accountants make before tax season even starts. We will dive into: - The messy workflows that drain time and energy during busy season - How smart automation tools can keep your firm moving smoothly - The power of real-time automatic reconciliation for staying ahead of the curve Take control of your workflows now before the chaos begins. Date: September 15, 2026 Time: 1 PM ET | 10 AM PT Register for free here: forwardly.com/blog/preparing… #Accounting #TaxSeason #FinanceAutomation #AIinFinance #Forwardly

Accountants, are you actually enjoying the August lull? The late summer months are your best chance to recharge before the fall rush begins. If you are still manually reconciling client accounts, you are missing out on your own downtime. Manage every client's AP and AR from one consolidated dashboard Let continuous universal sync handle the reconciliation across your accounting or ERP systems Shift hours away from manual data entry and into high-value advisory work Forwardly automates the busywork so you can step away from the desk and actually enjoy the rest of the season. Learn how to partner with us → hubs.li/Q04vJN6n0 #AccountingCommunity #FinanceTech #AccountingFirm #Forwardly

Quick question for every CFO reading this: are you running the business day to day, or building the case for where it's headed next? Turns out most people in the role are trying to do both. Our CEO Nick Chandi's latest Forbes piece argues the CFO title hasn't changed, but the job underneath it has split in two. One version lives inside cash positions and approvals; the other is out raising capital and shaping the balance sheet years ahead. Most companies still hire and pay for just one CFO, then expect them to be both. Worth a read if you want to figure out which version of the job you're actually doing, and what that means for how you build out your finance team. Read the full piece → bit.ly/4wl7JLd #CFO #FinanceLeadership #Forwardly #FinTech #Accounting

Most AR systems can tell you what a customer owes. Very few can tell you what they're about to do. That gap is exactly where AI is making the biggest difference right now: - Traditional AR reporting is reactive; aging buckets and static credit scores only tell you about problems after they've happened - AI models can now flag which invoices are likely to be paid late before they're even sent, using payment history and behavioral signals - Companies running invoicing, payments, and collections together are seeing real reductions in DSO and days to pay The takeaway: AR is shifting from a back-office record-keeping function to a genuine early-warning system for cash flow. At Forwardly, this is the problem we built our platform to solve, helping businesses see what's coming, not just what's owed. Read more → bit.ly/4fVHBAx #AccountsReceivable #B2BPayments #CashFlow #WorkingCapital #FinTech #AIinFinance #Forwardly

What is the real impact of automating your AR and AP workflows? We tackled that exact question during Jane Ingram's booth interview at Scaling New Heights 2026 with Insightful Accountant. We discussed the shift in accounting tech and how faster B2B payments help firms save hours of manual data entry every single week. Watch the interview: bit.ly/4hcu3mm #Accounting #FinanceAutomation #SNH26 #Forwardly #AccountsPayable #AccountsReceivable

We are just two days away from our CPA Academy workshop with Jina Etienne, CPA, CGMA! How do you build a Client Advisory Services practice that your team and your clients actually buy into? Jina will break down how to use storytelling and intentional dialogue to build trust, reduce resistance, and increase CAS adoption across your firm. There is still time to grab your spot and earn CPE credit. We go live this Wednesday at 2:00 PM ET / 11:00 AM PT. Save your seat here: hubs.li/Q04qTPLQ0 #Accounting #CAS #FirmLeadership #Forwardly

Are your clients resisting your move to CAS? Change management is tough. The real hurdle is often getting your clients and team fully on board with new advisory services. That is why Forwardly is bringing Jina Etienne, CPA, CGMA, to CPA Academy for a workshop on communicating CAS. Learn how to use intentional dialogue and storytelling to get everyone aligned internally and externally. Join us on July 29 at 2:00 PM ET / 11:00 AM PT. Register now to join the conversation and earn CPE credit: hubs.li/Q04qyMjd0 #Accounting #CAS #ClientAdvisory #Forwardly #FinanceAutomation

Still relying on outdated payment workflows to manage your clients? There is still time to upgrade your approach. You cannot scale a modern accounting firm on manual processes. When your team is stuck hunting down duplicate invoices or reconciling payments by hand, growth takes a backseat to basic administration. Join Forwardly's CEO Nick Chandi and CPA Academy on July 22nd for Fuel Growth and Value: How Modern AP Technology Helps Firms Scale. Nick will break down how modern tools can completely overhaul your operations and how Forwardly steps in to handle the heavy lifting so your firm can focus on delivering real value. Seats are filling up. Grab yours for the live session → hubs.li/Q04q0F9j0 Date: July 22, 2026 Time: 1:00 PM ET / 10:00 AM PT #AccountsPayable #FinanceAutomation #Accounting #Forwardly