Yes, it's a new Forest!
WHERE YOUR OPS LIVE
The operational infrastructure regulated companies grow on
Run humans, agents, BPOs, LLMs and workflows together, fully audited, compliant and under control.
Manifesto
Stop running your operations like it’s 2020
Insight 1
The back-office is a strategic growth lever.
3x
productivity gain in case management.
Insight 2
The window for agentic ops is right now.
-50%
lead time on complex cases.
Insight 3
A secure ops platform is open and sovereign at the same time.
100%
compliant KYB process.
Insight 4
Al in ops will only ever be as trustworthy as your governance layer.
12
weeks to a governance layer.
Insight 1
The back-office is a strategic growth lever.
3x
productivity gain in case management.
Insight 2
The window for agentic ops is right now.
-50%
lead time on complex cases.
Insight 3
A secure ops platform is open and sovereign at the same time.
100%
compliant KYB process.
Insight 4
Al in ops will only ever be as trustworthy as your governance layer.
12
weeks to a governance layer.
Insight 1
The back-office is a strategic growth lever.
3x
productivity gain in case management.
Insight 2
The window for agentic ops is right now.
-50%
lead time on complex cases.
Insight 3
A secure ops platform is open and sovereign at the same time.
100%
compliant KYB process.
Insight 4
Al in ops will only ever be as trustworthy as your governance layer.
12
weeks to a governance layer.
Insight 2
The window for agentic ops is right now.
-50%
lead time on complex cases.
Insight 4
Al in ops will only ever be as trustworthy as your governance layer.
12
weeks to a governance layer.
Insight 1
The back-office is a strategic growth lever.
3x
productivity gain in case management.
Insight 3
A secure ops platform is open and sovereign at the same time.
100%
compliant KYB process.
OPERATIONAL LAYER
ONE LAYER BETWEEN
YOUR TEAM, YOUR DATA,
AND YOUR SUPPLIERS
Forest is the operational backend that connects your databases, your
compliance suppliers, and your Al agents.
With full auditability, inside your infrastructure. Learn more →
Custom
ops
team
BPOs
Permissions & RBAC
Workflows & automation
Audit Trail & compliance
MCP server & API
MYsql
PostgreSQL
MongoDB
Graphql
KYC / KYB
Payments
AML / Fraud
CBS
Custom
ops
team
BPOs
Permissions & RBAC
Workflows & automation
Audit Trail & compliance
MCP server & API
MYsql
PostgreSQL
MongoDB
Graphql
KYC / KYB
Payments
AML / Fraud
CBS
Custom
ops
team
BPOs
MYsql
PostgreSQL
MongoDB
Graphql
KYC / KYB
Payments
AML / Fraud
CBS
Infrastructure
FOUR LAYERS THAT MAKe
AGENTIC OPS SAFE IN REGULATED ENVIRONMENTS
Each layer is a control surface. Data stays in your environment. Workflows run on live records. Every action by humans or agents is audited at the record level. The stack stays composable, so the providers you already chose keep doing their job.
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 75 75" xmlns="http://www.w3.org/2000/svg"><path d="M 0 75 L 0 0 L 75 0 L 75 75 Z" fill="rgb(221, 243, 39)" height="75px" id="wMp2OFzpV" width="75px"/><path d="M 30 0 L 30 30 L 0 30 L 0 0 Z" fill="rgb(63, 91, 30)" height="30px" id="kbFPxFgPO" transform="translate(15 15)" width="30px"/><path d="M 45 0 L 45 45 L 0 45 L 0 0 Z" fill="rgb(63, 91, 30)" height="45px" id="KPCqGDnch" transform="translate(30 30)" width="45px"/><path d="M 15 0 L 15 15 L 0 15 L 0 0 Z" fill="rgb(221, 243, 39)" height="15px" id="oGr5tdHOF" transform="translate(30 30)" width="15px"/></svg>)
Sovereign data backbone
Live read and write. Your sources, your environment.
Direct read and write to your databases and APIs. No ETL, no copy layer.
Auto schema introspection across Postgres, MongoDB, BigQuery, Snowflake, and REST or GraphQL APIs.
Client-hosted. Data never leaves your infrastructure. SDKs in any language.
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 75 75" xmlns="http://www.w3.org/2000/svg"><path d="M 0 0 L 75 0 L 75 75 L 0 75 Z" fill="rgb(221, 243, 39)" height="75px" id="C4fEeLmDf" transform="translate(0 0)" width="75px"/><path d="M 45 0 L 45 15 L 0 15 L 0 0 Z" fill="rgb(63, 91, 30)" height="15px" id="l1ApqBrJ1" transform="translate(30 15)" width="45px"/><path d="M 45 0 L 45 15 L 0 15 L 0 0 Z" fill="rgb(63, 91, 30)" height="15px" id="afBq3jDeI" transform="translate(30 45)" width="45px"/><path d="M 30 0 L 30 15 L 0 15 L 0 0 Z" fill="rgb(63, 91, 30)" height="15px" id="xTsh7vbCX" transform="translate(0 30)" width="30px"/></svg>)
Intelligent ops orchestration
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Compliance & Al governance
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Open abstraction
Sovereign data backbone
Live read and write. Your sources, your environment.
Direct read and write to your databases and APIs. No ETL, no copy layer.
Auto schema introspection across Postgres, MongoDB, BigQuery, Snowflake, and REST or GraphQL APIs.
Client-hosted. Data never leaves your infrastructure. SDKs in any language.
Intelligent ops orchestration
Workflows where humans and agents work the same case.
Case inboxes with dispatch rules, segments, and SLAs.
Multi-step workflows with approvals, escalation, and human-in-the-loop gates.
Record-level actions, every one permissioned, every one audited.
Compliance & Al governance
One permission model for humans and agents.
Record-level audit log on every action, with the reasoning trace for agent steps.
Fine-grained roles and scopes that apply identically to humans and to agents.
Regulator-ready exports scoped by jurisdiction, customer, or time window.
Open abstraction
Build with your own agents, model, and vendors.
Forest's MCP server exposes data, schemas, actions, and workflows under your audit model.
Bring your own agent setup: a custom flow, Claude Cowork, or a vertical agent.
Bring your own model and your own vendors across KYC, screening, payments, and custody.
Process
RUN YOUR MOST REGULATED WORKFLOWS ON ONE PLATFORM
Forest is the platform your team and your Al agents run on. Each process below is a workflow on top of the providers you already use. Your team picks up cases in the inbox. Agents call the same workflow through Forests MCP. The audit attaches at the record level.
KYC/KYB onboarding
RFI
Sanction screening
Transaction monitoring
Dispute handling
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 75 75" xmlns="http://www.w3.org/2000/svg"><path d="M 0 75 L 0 0 L 75 0 L 75 75 Z" fill="rgb(221, 243, 39)" height="75px" id="wIQ3YQjQO" width="75px"/><path d="M 30 59.68 C 30 51.525 23.492 44.89 15.387 44.685 L 15 44.68 L 15 0 L 75 0 L 75 60 L 29.996 60 C 29.998 59.894 30 59.787 30 59.68 Z M 15 74.68 C 6.716 74.68 0 67.964 0 59.68 C 0 51.395 6.716 44.68 15 44.68 L 15 60 L 29.996 60 C 29.826 68.136 23.177 74.68 15 74.68 Z" fill="rgb(63, 91, 30)" height="74.67970657348633px" id="xgGBRsj4D" transform="translate(0 0)" width="74.99999904632568px"/></svg>)
Onboarding workflows on top of your KYC and KYB providers.
A workflow your compliance team and your AI agents run on Forest, on top of Sumsub, Onfido, Veriff, Persona, or Trulioo. ID, business-registry, beneficial-owner, document, and initial screening checks come together as one configurable workflow that scales with your customer base.
ID verification, document checks, and beneficial-owner discovery as workflow steps.
Risk-based routing per segment, jurisdiction, and risk score.
Agent triage on routine cases; human review on the edge cases.
Every provider call, agent step, and reviewer decision recorded for audit.
KPIs you'll enhance
Manual review rate
down 50 to 75%
Avg. onboarding time
minutes, not days
False positive rate
down 40 to 65%
Compliance audit pass rate
100%
Time to scale 10x
0 rebuilds
Regulator information requests, handled as a case, not an email thread.
A workflow your compliance team and your AI agents run on Forest, on top of your existing inbox, eSign, and document systems. Forest assembles case context across your operational systems; people or agents draft, approve, and package the response.
Intake from a shared inbox, a partner portal, or a manual entry, with deadlines attached.
Case context assembled across CRM, KYC, and transaction systems.
Drafting with agent assist or by hand, with citations to source records.
Every draft, approval, and response retained as a case with full audit.
KYC Performance
Avg. response time
40 to 70% faster
Late responses
Down to zero
Internal approvals tracked
End-to-end
Repeat-question reuse
3 to 5x prior-case match
Audit-ready bundle
Every response
Regulator information requests, handled as a case, not an email thread.
A workflow your compliance team and your AI agents run on Forest, on top of your existing inbox, eSign, and document systems. Forest assembles case context across your operational systems; people or agents draft, approve, and package the response.
Intake from a shared inbox, a partner portal, or a manual entry, with deadlines attached.
Case context assembled across CRM, KYC, and transaction systems.
Drafting with agent assist or by hand, with citations to source records.
Every draft, approval, and response retained as a case with full audit.
KYC Performance
Avg. response time
40 to 70% faster
Late responses
Down to zero
Internal approvals tracked
End-to-end
Repeat-question reuse
3 to 5x prior-case match
Audit-ready bundle
Every response
Keep every
AI agents honest
Wherever your agents come from, be it vertical vendors, big-tech runtimes or your own engineers, Forest gives you the same controls over each of them.
Audited
Every agent action lands in the same audit log as your humans. Prompt, tool calls, result, reasoning trace. Same retention, same export paths.
If a regulator asks how a decision was made six months ago, the answer is one query away.
Scoped
An agent in Forest gets a role, exactly like a human reviewer. It sees what that role can see, runs what that role can run, and hits the same approval gates.
Two-person review applies. Per-jurisdiction scoping applies. No exceptions for being a robot.
Portable
Forest's MCP server exposes your data and workflows and traces every call. For any authorized runtime, from Claude to open-source models, or custom-built agents.
Audit logs and decision traces stay in your environment, not the vendor's.
N8N Agent completed the step "Company address" in workflow "Simple Onboarding Workflow" on the company Renault Digital
13:08:44
Andrew Smith aborted the workflow "Simple Onboarding Workflow" on the company Mertz Inc
13:54:58
Zendesk Agent requested latest documents for Elisabeth Walter
12:51:06
JS
John Sun completed the step "Company address" in workflow "Simple Onboarding Workflow" on the company Mertz Inc
12:51:06
Keep every
AI agents honest
Wherever your agents come from, be it vertical vendors, big-tech runtimes or your own engineers, Forest gives you the same controls over each of them.
Audited
Every agent action lands in the same audit log as your humans. Prompt, tool calls, result, reasoning trace. Same retention, same export paths.
If a regulator asks how a decision was made six months ago, the answer is one query away.
Scoped
An agent in Forest gets a role, exactly like a human reviewer. It sees what that role can see, runs what that role can run, and hits the same approval gates.
Two-person review applies. Per-jurisdiction scoping applies. No exceptions for being a robot.
Portable
Forest's MCP server exposes your data and workflows and traces every call. For any authorized runtime, from Claude to open-source models, or custom-built agents.
Audit logs and decision traces stay in your environment, not the vendor's.
N8N Agent completed the step "Company address" in workflow "Simple Onboarding Workflow" on the company Renault Digital
13:08:44
Andrew Smith aborted the workflow "Simple Onboarding Workflow" on the company Mertz Inc
13:54:58
Zendesk Agent requested latest documents for Elisabeth Walter
12:51:06
JS
John Sun completed the step "Company address" in workflow "Simple Onboarding Workflow" on the company Mertz Inc
12:51:06
Keep every
AI agents honest
Wherever your agents come from, be it vertical vendors, big-tech runtimes or your own engineers, Forest gives you the same controls over each of them.
Audited
Every agent action lands in the same audit log as your humans. Prompt, tool calls, result, reasoning trace. Same retention, same export paths.
If a regulator asks how a decision was made six months ago, the answer is one query away.
Scoped
An agent in Forest gets a role, exactly like a human reviewer. It sees what that role can see, runs what that role can run, and hits the same approval gates.
Two-person review applies. Per-jurisdiction scoping applies. No exceptions for being a robot.
Portable
Forest's MCP server exposes your data and workflows and traces every call. For any authorized runtime, from Claude to open-source models, or custom-built agents.
Audit logs and decision traces stay in your environment, not the vendor's.
N8N Agent completed the step "Company address" in workflow "Simple Onboarding Workflow" on the company Renault Digital
13:08:44
Andrew Smith aborted the workflow "Simple Onboarding Workflow" on the company Mertz Inc
13:54:58
Zendesk Agent requested latest documents for Elisabeth Walter
12:51:06
JS
John Sun completed the step "Company address" in workflow "Simple Onboarding Workflow" on the company Mertz Inc
12:51:06
REGULATION NEVER STOPS. CAN YOUR OPS KEEP UP?
2026
DORA
In force since January 2025, enforcement ramps up now. Regulators want operational proof: resilience tests, ICT incident logs, and a live Register of Information.
2026
MICA
The CASP transitional regime ends July 1. No license means no crypto services in the EU, and CASPs touching EMTs now face stacked PSD2 obligations on top.
2027
AI Act
High-risk use cases (credit scoring, biometric KYC, fraud decisioning) require risk management, human oversight, and audit trails. Shifted to December 2027 (Digital Omnibus).
2027
PSD3
Publication due Q2/Q3 2026, applicability mid-2027. Directly applicable EU-wide: mandatory IBAN-name matching, expanded APP fraud liability, merged EMI/PI licensing.
2027
AMLR
A single EU AML rulebook takes effect July 10, 2027, with direct AMLA supervision of 40 systemic entities from 2028. Every KYC and AML workflow is up for rewrite.
2026
DORA
In force since January 2025, enforcement ramps up now. Regulators want operational proof: resilience tests, ICT incident logs, and a live Register of Information.
2026
MICA
The CASP transitional regime ends July 1. No license means no crypto services in the EU, and CASPs touching EMTs now face stacked PSD2 obligations on top.
2027
AI Act
High-risk use cases (credit scoring, biometric KYC, fraud decisioning) require risk management, human oversight, and audit trails. Shifted to December 2027 (Digital Omnibus).
2027
PSD3
Publication due Q2/Q3 2026, applicability mid-2027. Directly applicable EU-wide: mandatory IBAN-name matching, expanded APP fraud liability, merged EMI/PI licensing.
2027
AMLR
A single EU AML rulebook takes effect July 10, 2027, with direct AMLA supervision of 40 systemic entities from 2028. Every KYC and AML workflow is up for rewrite.
2026
DORA
In force since January 2025, enforcement ramps up now. Regulators want operational proof: resilience tests, ICT incident logs, and a live Register of Information.
2026
MICA
The CASP transitional regime ends July 1. No license means no crypto services in the EU, and CASPs touching EMTs now face stacked PSD2 obligations on top.
2027
AI Act
High-risk use cases (credit scoring, biometric KYC, fraud decisioning) require risk management, human oversight, and audit trails. Shifted to December 2027 (Digital Omnibus).
2027
PSD3
Publication due Q2/Q3 2026, applicability mid-2027. Directly applicable EU-wide: mandatory IBAN-name matching, expanded APP fraud liability, merged EMI/PI licensing.
2027
AMLR
A single EU AML rulebook takes effect July 10, 2027, with direct AMLA supervision of 40 systemic entities from 2028. Every KYC and AML workflow is up for rewrite.
OPS MATURITY
FIVE OPERATING POSTURES, FROM REACTIVE TO AHEAD
Most fintech ops setups sit somewhere between firefighting and a system that runs itself. The maturity index names five postures, what each one looks like in practice, and what unlocks the next.
→
Your ops maturity path
Level 1
Connected
REactive
Level 2
Structured
REactive
Level 3
Augmented
In control
Level 4
Orchestrated
In control
Level 5
Adaptive
Ahead
Level 01 - where you stand
Connected
Your team works on live data, in one place. Reading, writing, searching, and acting on records happens without copy-paste between tools and without putting a ticket in the engineering queue.
Automation
10/100
Manual. Recurring work lives in heads, spreadsheets, and chat threads.
Compliance
30/100
Basic logs. Audit is reconstructed after the fact.
Scale
15/100
Works at small volume. Strain shows as customers grow.
Level 01 - where you stand
Connected
Your team works on live data, in one place. Reading, writing, searching, and acting on records happens without copy-paste between tools and without putting a ticket in the engineering queue.
Automation
10/100
Manual. Recurring work lives in heads, spreadsheets, and chat threads.
Compliance
30/100
Basic logs. Audit is reconstructed after the fact.
Scale
15/100
Works at small volume. Strain shows as customers grow.
Level 02 - where you stand
Structured
Your team works on live data, in one place. Reading, writing, searching, and acting on records happens without copy-paste between tools and without putting a ticket in the engineering queue.
Automation
10/100
Manual. Recurring work lives in heads, spreadsheets, and chat threads.
Compliance
30/100
Basic logs. Audit is reconstructed after the fact.
Scale
15/100
Works at small volume. Strain shows as customers grow.
Level 03 - where you stand
Augmented
Your team works on live data, in one place. Reading, writing, searching, and acting on records happens without copy-paste between tools and without putting a ticket in the engineering queue.
Automation
10/100
Manual. Recurring work lives in heads, spreadsheets, and chat threads.
Compliance
30/100
Basic logs. Audit is reconstructed after the fact.
Scale
15/100
Works at small volume. Strain shows as customers grow.
Level 04 - where you stand
Orchestrated
Your team works on live data, in one place. Reading, writing, searching, and acting on records happens without copy-paste between tools and without putting a ticket in the engineering queue.
Automation
10/100
Manual. Recurring work lives in heads, spreadsheets, and chat threads.
Compliance
30/100
Basic logs. Audit is reconstructed after the fact.
Scale
15/100
Works at small volume. Strain shows as customers grow.
Level 05 - where you stand
Adaptive
Your team works on live data, in one place. Reading, writing, searching, and acting on records happens without copy-paste between tools and without putting a ticket in the engineering queue.
Automation
10/100
Manual. Recurring work lives in heads, spreadsheets, and chat threads.
Compliance
30/100
Basic logs. Audit is reconstructed after the fact.
Scale
15/100
Works at small volume. Strain shows as customers grow.
Level 01 - where you stand
Connected
Your team works on live data, in one place. Reading, writing, searching, and acting on records happens without copy-paste between tools and without putting a ticket in the engineering queue.
Automation
10/100
Manual. Recurring work lives in heads, spreadsheets, and chat threads.
Compliance
30/100
Basic logs. Audit is reconstructed after the fact.
Scale
15/100
Works at small volume. Strain shows as customers grow.
Level 02 - where you stand
Structured
Your team works on live data, in one place. Reading, writing, searching, and acting on records happens without copy-paste between tools and without putting a ticket in the engineering queue.
Automation
10/100
Manual. Recurring work lives in heads, spreadsheets, and chat threads.
Compliance
30/100
Basic logs. Audit is reconstructed after the fact.
Scale
15/100
Works at small volume. Strain shows as customers grow.
Level 03 - where you stand
Augmented
Your team works on live data, in one place. Reading, writing, searching, and acting on records happens without copy-paste between tools and without putting a ticket in the engineering queue.
Automation
10/100
Manual. Recurring work lives in heads, spreadsheets, and chat threads.
Compliance
30/100
Basic logs. Audit is reconstructed after the fact.
Scale
15/100
Works at small volume. Strain shows as customers grow.
Level 04 - where you stand
Orchestrated
Your team works on live data, in one place. Reading, writing, searching, and acting on records happens without copy-paste between tools and without putting a ticket in the engineering queue.
Automation
10/100
Manual. Recurring work lives in heads, spreadsheets, and chat threads.
Compliance
30/100
Basic logs. Audit is reconstructed after the fact.
Scale
15/100
Works at small volume. Strain shows as customers grow.
Level 05 - where you stand
Adaptive
Your team works on live data, in one place. Reading, writing, searching, and acting on records happens without copy-paste between tools and without putting a ticket in the engineering queue.
Automation
10/100
Manual. Recurring work lives in heads, spreadsheets, and chat threads.
Compliance
30/100
Basic logs. Audit is reconstructed after the fact.
Scale
15/100
Works at small volume. Strain shows as customers grow.
LET'S LOOK UNDER THE HOOD
Book a 30-min demo and see what good operations can look like
LET'S LOOK UNDER THE HOOD
Book a 30-min demo and see what good operations can look like
LET'S LOOK UNDER THE HOOD
Book a 30-min demo and see what good operations can look like
testimonial
Built for companies that can't afford to get it wrong.
Whether your agent is vertical, customer-built, or a big-tech product — Forest audits it, tracks it, and keeps it in bounds.
SOC 2
HIPAA
PSD3
PSD3
GDPR
AI Act
EU AI Act
100
%
Compliance rate on the Belgian KYC/KYB workflow pilot
3
X
Productivity gain in case management
75
%
Of accounts validated in under 3 hours
We are 100% compliant in Belgium, thanks to
Workflows in particular.
There's no chance of human mistakes,
because we follow the procedure right away.
Martin Bouvier
Head of Onboarding
We are 100% compliant in Belgium, thanks to
Workflows in particular.
Martin Bouvier
Head of Onboarding
Implementing Forest
Intelligent operations are right around the corner
It doesn't take as long as you think. Here's what the Forest Method looks like in practice — from your first audit to workflows live and your team running on Forest.
Your full ecosystem — databases, providers, and undocumented processes — mapped before we configure a single workflow.
A structured 8-step method, refined across 500+ financial company deployments.
Three to four workflows live in production within 12 weeks, with ROI documented and the next use cases already identified.
J-1
J-1
J 0
J 0
J+2
J+2
J+15
J+15
J+30
J+30
J+60
J+60
Kickoff package delivered
Your Forward Deployment Manager runs a full workshop with your Tech, Infra, Product, Compliance, and Ops teams. MCP server configured, skills installed, and a complete view of your operation established before any workflow is built.
BRIEFED
Operator journey designed
The 3-to-6-month operator journey for your team and agents is laid out: who handles what, on which workflow, and with which tools. Humans and agents on dedicated workflows from the start.
KICKOFF
Ecosystem mapped, workflows and workspace designed
Forest Experts run a dedicated challenge session to map your data sources, suppliers, and undocumented processes. Workspace and workflow design validated before any configuration begins.
SCOPED
Connected to your data, ready to build
Forest is connected to your databases and suppliers. Your data stays in your environment. Forest reads and writes without a copy layer, validated internally across all teams.
PILOT VALIDATED
First workflow live in production
The first workflow runs in production with a performance audit and compliance check confirming the process holds under real operating conditions.
DEPLOYED
Operations continuously challenged
Forest Experts review your live workflows, flag process gaps, and scope the next improvements. The operation keeps up with volume growth and regulatory change.
GROWTH
LEVEL UP YOUROPS GAME
One control plane. Every action traced — human, agent, BPO, LLM, workflow.
LEVEL UP YOUROPS GAME
One control plane. Every action traced — human, agent, BPO, LLM, workflow.
LEVEL UP YOUROPS GAME
One control plane. Every action traced — human, agent, BPO, LLM, workflow.
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The ops orchestration layer for fintechs.
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The ops orchestration layer for fintechs.
Get Started
CUSTOMER LIFECYCLE
PROCESSES
Industries
Platform
Developers
The ops orchestration layer for fintechs.