Learn how to sign up for a Forwardly account
Whether you’re an accountant, a bookkeeper, a CFO, or a small business owner, you can easily create a Forwardly account. And once you have your own Forwardly account, you can connect with leading accounting software brands to access rolling cash flow forecasting and scenario management tools.
Signup with an email address
You can signup for Forwardly using your email address.
- Go to the Forwardly signup page.
- Select your account type:
- Accounting Firm.
- Business Owner/CFO.
- Fill in the required information.
- Verify your email to get started.
| Tip: Unsure which user role to choose? See which User Role fits you best. |
Signup using an email invitation
If someone wants to grant you access to their business team or business data, they can do so by inviting you via email and letting you create an account with an invitation.
If you’ve never used Forwardly before
- Get added to an account.
- Open the email invite and click Accept.
- Fill in your information.
- Verify your email to get started.
If you already have a Forwardly account
- Get added to an account using the email address you already use for Forwardly.
- Open the email invite and click accept.
Signup with an existing accounting software account (Single Sign-On)
With Forwardly, you can create an account using a direct connection with an existing accounting software account.
Sign in using Xero
If you have a Xero account, you can use Single Sign-On to create an account with Forwardly quickly and efficiently.
- Go to the Forwardly signup page.
- Click the Sign in with Xero button.
- Follow the steps to create your account.
- Verify your email to get started.
Sign in using QuickBooks Online/Intuit
If you have a QuickBooks Online/Intuit account, you can use Single Sign-On to create an account with Forwardly quickly and efficiently.
- Go to the Forwardly signup page.
- Click the Sign in with Intuit button.
- Follow the steps to create your account.
- Verify your email to get started.