Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
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Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
AI Native Payments with Forwardly: Faster Cash Flow for Firms | Jane Ingram
Accounting Insiders
32 minutes 37 seconds
2 weeks ago
AI Native Payments with Forwardly: Faster Cash Flow for Firms | Jane Ingram
Welcome to the Accounting Insiders Podcast with host Gary DeHart. Date of recording: October 15, 2025.
Guest: Jane Ingram, Director of Operations and Marketing at Forwardly. We dig into AI native payments, instant B2B payment rails, AI bill capture, approvals, user roles, and Forwardly’s four way sync across popular GLs. We also cover onboarding tips for firms, partner program rewards, security, and where Forwardly is headed next.
Highlights:
🔍 What AI native means in payments and bill capture
⚡ Instant payments that move on evenings, weekends, and holidays
🔁 Four way sync across vendor and client books
✅ Approvals, roles, and firm level controls without feature paywalls
🚀 Onboarding at scale and partner program rewards
🔒 Security posture and why some friction protects the firm
🌎 Availability in the U.S. now and plans for international payments
Accounting Insiders
Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.