Before scheduling bill payments, Forwardly Agent reviews them to help prevent unexpected transactions.
Forwardly Agent is trained on millions of transactions and works continuously in the background to capture and code invoices, detect anomalies, and flag potential issues before they become problems. It learns from your historical coding patterns and applies them consistently, reducing manual data entry and the risk of errors moving into your accounting records.
If an Auto Payment payment is flagged by Forwardly Agent, it will not be scheduled automatically. You will receive an email notification and can review the payment before deciding whether to proceed.
You can also rate any insight using the thumbs up or thumbs down on each flagged item. This feedback helps Forwardly Agent improve over time and surface more relevant insights for your business.
This review can be turned off in settings, in which case all bill payments will be processed automatically without review.