SACRAMENTO, CA — February 25, 2026 — Forwardly, a modern business payment platform for growing and scaling businesses, has launched a new AI Agent to help finance teams reduce manual effort and increase productivity. The AI Agent automatically extracts and codes complex financial documents, including multipage invoices with inconsistent formats, complex approval workflows, and high-volume supply chains.

How the AI Agent Works

Trained on more than 1 million transactions, the Forwardly AI Agent learns historical coding patterns and applies them consistently at scale. This includes data from the manufacturing, logistics, hospitality, staffing, marketing, and construction sectors. The AI Agent continuously analyzes invoice and bill payment data to highlight anomalies and trends early, enabling teams to act before problems escalate.

According to Nick Chandi, CEO of Forwardly, ‘Finance teams shouldn’t have to choose between speed and control. Our AI Agent works quietly in the background, automatically and intelligently capturing invoices to eliminate manual data entry, spotting irregularities, and highlighting meaningful trends so teams can stay ahead of risk without adding more manual oversight.’

The AI Agent is designed to reduce manual effort by proactively capturing complex invoices, highlighting issues for further review, and approving straightforward tasks so that teams can focus on exceptions. It also identifies unusual invoices and bills early, detecting anomalies before payments are processed, which reduces the risk of errors or fraud.

Real-Time Visibility and Financial Insights

The AI Agent provides real-time visibility into spending patterns and supplier performance through live dashboards and reports. This helps CFOs monitor vendor and customer trends, track behavioral shifts, and identify emerging issues. The platform also helps catch delays or risks proactively, flagging potential disruptions before they impact cash flow or strain vendor relationships.

The launch of the AI Agent advances Forwardly’s mission to simplify and modernize business payments. By combining intelligent automation with award-winning real-time payment capabilities, Forwardly continues to equip both efficient businesses and rapidly scaling businesses with the tools they need to operate with financial confidence.

According to the company, the AI Agent is part of the innovative Forwardly Business Network, which automates accounts payable and receivable, enabling finance teams to send and receive payments instantly while syncing smoothly with various accounting software.

From AI-powered bill capture to automatic reconciliation across accounting platforms, Forwardly handles the busy work so that business leaders can focus on growth, strategy, and scaling business efficiently. The platform offers AI-native payment automation, accuracy, and security with no monthly subscription fees.

What’s Next for Forwardly

Forwardly plans to expand the AI Agent’s capabilities in the coming months, including integration with more accounting software and enhanced analytics for predictive financial modeling. The company also aims to introduce additional AI tools to further streamline financial operations for small and mid-sized businesses.

The AI Agent is currently available to users who have created a free business account at Forwardly.com. The platform has been growing steadily since its launch in 2022, with over 15,000 businesses using its services across the United States.

With the increasing complexity of financial operations and the need for real-time insights, the AI Agent represents a significant step forward in how businesses manage their finances. As more companies move toward automation, tools like Forwardly’s AI Agent are becoming essential for maintaining efficiency and reducing human error.