During the account creation process, you'll be asked to select whether you're a Business or an Accounting Firm. This choice is important because it changes which features you can access later. Let's see what the differences are:
| Role Type | Typical Title | Client Management | Team Building | Summary |
| Accounting Firm |
|
Yes - accounting firms get a specialized financial client management dashboard. | Yes - accounting firms get a specialized team management dashboard. |
Accounting Firms should be chosen by someone running a business that offers financial advisory, like an accountant, CFO, or bookkeeper. |
| Business Owner |
|
Limited - other businesses do not get a client management dashboard. | No - business owners cannot add team members, but can give individuals business access as needed. | The Business role is for the owner or manager of a business. |
| Warning: Once an account is created, a user role type cannot be changed without contacting support. |
If you're an accountant, bookkeeper, or CFO who handles the finances for multiple businesses, Forwardly offers payment tools that add value to the services offered to your client base. Likewise, Business Owners can enjoy AI-powered accounts payable and accounts receivable automation by creating an account with Forwardly.
Both roles allow for integrations with leading accounting platforms, such as QuickBooks Online, Xero, FreshBooks, and Zoho Books. Both roles can connect as many businesses as they want and need, perform ongoing financial monitoring, gain real-time data access with unique 4-way accounting software syncing, and set the business up for faster payments in the United States.
Creating an account on Forwardly is completely free, no matter which user type you choose.