During the account creation process, you'll be asked to select if you're an Accountant or Business Owner. This choice is important, because it changes how you can add additional users later on. Let's see what the differences are:
| Role | Typical Title | Access Rights | Team Building | Summary |
| Accountant/CFO |
|
Full access | Yes - accountants can add new users to their Team and give individual business access. |
The Accountant role should be used by someone in a financial advisory position, like an accountant, CFO, or bookkeeper. |
| Business Owner |
|
Full access | No - business owners cannot add team members, but can give individual business access. | The Business Owner role is for the owner of a business. |
| Warning: Once an account is created, a user role type cannot be changed. |
As an accountant, bookkeeper, or CFO who handles the finances for multiple businesses, Forwardly offers proactive forecasting and payment tools that add value to the services offered to their client base. Likewise, Business Owners can enjoy forecasted data and real-time payments by creating an account with Forwardly.
Both roles allow for integrations with leading accounting platforms, such as QuickBooks Online and Xero. Both roles can connect as many businesses as they want and need, perform ongoing financial monitoring, gain real-time data access with on-demand syncing, and set the business up for real-time payments in the United States.
Creating an account on Forwardly is completely free, no matter which user type you choose.
| Tip: Curious about what features Forwardly offers? Find out what's included in a Forwardly account. |