Forwardly accounts are free to create, and there are no restrictions whatsoever on users to add as many businesses or companies as they need to for cash flow forecasting purposes.
Regardless of whether you're looking for custom forecasts, financial dashboards, cash flow projection comparisons, or simply an easy way to create financial reports, Forwardly can help.
Forwardly App Features
| Account Type | Small Business Owner / CFO | Accountant / Accounting Firm |
| Typical Role/s |
Small business owners and CFOs looking for forecasted data and cash flow planning tools |
Accountants, accounting firms, and bookkeepers that handle multiple accounts and want to offer proactive forecasting advice and tools to their clients |
| All Supported Integrations | ||
| Single Sign-On accounting software integrations |
(QuickBooks Online and Xero only) |
(QuickBooks Online and Xero only) |
| Business Connections | Unlimited | Unlimited |
| Unlimited user accounts | ||
| Interactive financial KPI dashboard | ||
| Ongoing financial monitoring | ||
| Real-time data access | ||
| Syncing On Demand | ||
| Custom and AI-forecasted accounting data | ||
| Custom and template scenario planning | ||
| Projection Comparisons | Unlimited | Unlimited |
| Exportable white-label advisory reports | ||
| Exportable spreadsheets | ||
| Cost | Free | Free |