Nope. You can use Forwardly without syncing to any accounting software. That means you can send payments, receive payments, and use key features with just your business and banking details.
That said, if you do connect your accounting software, you’ll unlock features that make payments faster, smarter, and easier to manage.
| Reminder: If you're interested in accepting payments from cards, you’ll still need to connect your accounting software as a part of that process. |
Why should I connect my business's accounting software?
Here are the biggest benefits:
Automate your bill intake
When you sync with leading accounting platforms like QuickBooks Online or Xero, Forwardly automatically pulls in your bills. This saves time, reduces manual data entry, and gives you a real-time view of what needs to be paid.
See your full cash flow picture
Syncing lets you view upcoming bills and outstanding invoices side by side in your Forwardly dashboard. That makes it easier to plan payments, schedule Auto Payments, and manage cash flow confidently.
Reconcile payments faster
Payments made through Forwardly automatically sync back to your accounting software. No more switching tabs or manually updating records.
Keep customers and vendors in sync
Connecting your software ensures your customer and vendor list is always up to date. Add a customer or vendor in one software (for instance, Forwardly), and it will show up in the other software (like your accounting system), with no double-entry required.