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AI Native Payments with Forwardly: Faster Cash Flow for Firms | Jane Ingram
Episode 150

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: πŸ” What AI native means in payments and bill capture ⚑ Instant payments that move on evenings, weekends, and holidays πŸ” Four way sync across vendor and client books βœ… Approvals, roles, and firm level controls without feature paywalls πŸš€ Onboarding at scale and partner program rewards πŸ”’ Security posture and why some friction protects the firm 🌎 Availability in the U.S. now and plans for international payments

Accounting Insiders Β· Jane Ingram, Gary DeHart

October 21, 202532m 37s

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Show Notes

Links:Β 

Forwardly πŸ‘‰ https://www.forwardly.com/Β 

Contact Jane πŸ‘‰ [email protected]Β 

Support πŸ‘‰ [email protected]

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Topics

four way syncaccounting techgary dehartinstant paymentsinsightful accountantai bill capturequickbooks onlineapproval workflowszoho booksfreshbooksreal time paymentsbookkeepingcash flowaccounting insiders podcastxeroclient accounting servicescasai paymentsaccounts payablear automationsecurity soc 2ap automationpartner programaccounting firmfinance automationachaccounts receivableforwardlyjane ingramb2b payments