Forwardly for Accounts Payable? CFO Tested

Try Forwardly here: https://financialtechlab.com/forwardly Forwardly offers bill pay, approvals, AI data extraction, vendor payments, and QuickBooks Online sync in one platform. This walkthrough covers setup, bill uploads, duplicate detection, approval limits, payment workflows, pricing, and where Forwardly may or may not be the right fit. Jump to: 0:00 - Intro 0:51 - Getting Started & Setup Experience 1:49 - Dashboard Overview 2:11 - AP vs AR Capabilities 2:38 - Settings, Users & Approval Policies 3:22 - Pricing Model (Per Transaction, Not Per User) 3:45 - Getting Bills Into the System 4:35 - Upload Speed & Duplicate Detection 5:44 - AI Data Extraction Review 6:31 - Itemized vs Non-Itemized Toggle 7:26 - Vendor Identification & QuickBooks Sync 8:32 - Handwritten Bill Test 9:30 - Inventory Limitation to Know About 10:45 - Approval Policies Deep Dive 12:59 - Paying Bills & Payment Flow 14:34 - Final Thoughts & Pros/Cons Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.