The short answer is: it depends.
Each company you connect to Forwardly will onboard in a different duration, depending on the size and complexity of the financial information. You might see a QBO or Xero business take anywhere from 30 seconds to five minutes; on the other hand, Sage and Dynamics might take up to ten or even fifteen minutes. A safe benchmark figure would be around fifteen minutes.
|Warning: Revoking permission from within your accounting app while the business is in the onboarding process will cause the data connection to be severed. You will need to reconnect in order to access business data on Forwardly.|
Why isn't onboarding instant?
Forwardly brings in a lot of data from the accounting software in order to provide insights and advanced forecasting tools. In order to create accurate cash flow predictions, it's important to bring in date-independent data points as well as data with long date ranges. We know your time is important to you, so please rest assured that significant improvements to onboarding time are included on our roadmap for current and future development.
|Tip: If you are having trouble onboarding, let us know! We're here to help.|