## Streamline your AP and AR with Forwardly’s FreshBooks Integration

Connect Forwardly to FreshBooks and automate your accounts payable and receivable like never before. Send payments, track invoices, and reconcile accounts in real time, all from one dashboard.

### Seamless 2-way sync for improved cash flow

- No more double data entry or spreadsheets.
- AI-powered automation handles recurring invoices and approvals.
- Complete audit trails and reporting for every transaction.
- Reduce manual effort with automatic reconciliation.
- Works for small businesses and mid-size businesses managing thousands of invoices.

## How Forwardly works with FreshBooks

#### Create invoices in Forwardly, auto-sync with everyone’s accounting systems

#### All financial data is automatically imported

#### Forwardly automates reconciliation and data entry with 4-way sync capability

#### Request payments from outstanding invoices

#### Debtors are sent secure links to pay

#### Payments are received in seconds

### About FreshBooks

FreshBooks, designed for small business owners, freelancers, and teams, offers a streamlined accounting solution that simplifies complex financial tasks, allowing you to devote more time to growing your business. Forwardly’s integration with FreshBooks seamlessly provides users with instant business payments, enhancing financial operations and ensuring quicker payment processes for small businesses.

## Leading the way in modern business finance

### Businesses like yours choose Forwardly

#### Chris W  Owner, Transportation Trucking Company
Prompt with all support concerns, and the service has been good. The fees are more than acceptable compared to other services. Initial setup seems to take a bit of time, but it was all in the name of security, so it’s not really a con. The auto payment feature was the selling point.

#### Stephan P.  Founder, Investment Management
A professional and expedient option that balances value for money, with a long term free/trial tier to try out. Excellent professional support, product turnaround times are great, platform integrates well with known packages like Xero and Plaid service to banking.

#### Alicia Katz Pollock  Founder, Royalwise
While I usually use QBO for my A/R and A/P, there are times when it is either too slow, too expensive, or doesn't give me the workflow I need. When that happens, I turn to Forwardly.com for instant payments.

#### Lisa A. Lewis  Owner, Money Matters Bookkeeping, LLC
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. 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. It was an easy decision to change to Forwardly.

#### Liza Nakamura  CEO, 51st Business Solutions
Forwardly support is super helpful, and I love that when I submit an inquiry, there's a response right away from one of the staff acknowledging that they have received my email and someone will reach out soon. I also love that they always update me when an issue is resolved. I’m super satisfied and grateful for Forwardly.

#### Richard Roppa-Roberts  Business Owner, Roundtable Labs
Working with the Forwardly team has been an exceptionally positive experience. The teams commitment to excellence is reflected not only in their innovative approach but also in their attentive and supportive nature. They truly stand out in the fintech space with what I consider to be the best instant payment solution available today.

#### Matthew Fulton  Business Owner, Parkway Business Solutions
Forwardly provides me a simple way for my clients to pay my invoices while also saving money. Their support is attentive and the team is passionate about their product!

#### Jackie Anthony  Founder, AllCents Consulting
Finally a payment platform that is great to use and doesn't sit on our hard earned cash for days, even weeks, on end. Maybe Forwardly can help kick-start the US banking system into actually supporting their customers and their businesses.

#### Sheldon Zimmerman  EA, Licensed Tax Professional, Gehman Accounting
Forwardly is intuitive and easy to use. Best of all it is FREE!

#### Philippe Kahn  Managing Partner, Josh Rosebrook
Forwardly's team really gives the impression that they care about their product and the customer experience, and they've proven that to us time and again. Their product, as it is today, is probably a 4 or 4.5 star product, and is a huge improvement from when we started with them (just 10 months ago). Their customer service, however, is easily 10 or 15 stars, and we love them for it.

#### Christanne Wright  Founder, Your Wright Resources
I've worked in accounting for over 20 years and Forwardly's new instant payment tool is a game changer. Any time you can assist your clients on improving their cash flow is a feather in your cap and a boon for the client. I am so pleased to share Forwardly's platform with my clients since they are benefiting from a significant reduction in fees and receiving payments right away. The team at Forwardly has been of great help onboarding clients!

#### Emily Smith  Accountant, Skate VIDA
Forwardly makes managing money in and out of my small business incredibly convenient and fee-friendly. Their platform offers exceptional customer service. Highly recommend!

#### Tomeka Capps  Owner and Bookkeeper, Accounting Firm
I have recently started using Forwardly, I am finding it easy to use. The customer service is great! Aaron has helped me so much. 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. My reasons for switching to Forwardly were the cost of processing payments, and I like the setup with Forwardly better. As my business grows, I can do a lot in Forwardly.
