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AGENTIC OPS FOR REGULATED FINTECH
The fintech
backoffice for
the agentic era
The future of fintech stacks is modular and agentic. Scaling your operations on top of one requires a modern back office. Forest is that back office.
Tell us where your ops break
30 minutes with an expert who has seen the best fintech ops in action.
Process
Forest is the platform your team and your AI 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 Forest’s MCP. The audit attaches at the record level.
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Frequently asked questions
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What is Forest?
Forest is the backoffice your ops team and your AI agents work from. Connect your existing databases, core, and SaaS tools, and Forest generates the screens over them. From there you build the workflows your team actually runs: onboarding, KYC reviews, payment actions, dispute cases, RFI responses.
Do we have to migrate anything, or replace our providers?
No. Forest reads and writes against your systems as they are. Your databases, core, CRM, and SaaS tools connect as datasources; your providers and PSPs are called from inside a workflow through MCP connectors. Each step picks the provider it calls, so you can run two KYC vendors side by side, or swap one out, without touching the rest of the workflow.
Where does our customer data actually live?
The Forest backend runs inside your infrastructure, alongside your databases. Customer data travels to a provider only at the point where its service is called, and the response is logged back to the case. Data stays in your systems of record.
We already built our own admin panels. What do we get that we don’t have?
Screens over a database are the easy part, and Forest generates those in seconds rather than sprints. The rest is what regulated ops break on: granular roles and permissions, four-eyes validation, approval steps, a record-level audit trail, and cases that span several systems and providers without anyone leaving the workspace. Compliance stays yours to own, policies, procedures, risk. Forest is the operational infrastructure that gets you there and shows the work.
Where do AI agents fit, and how do we keep control?
Your team and your AI agents work the same cases in the same workspace, under the same governance. An agent acting for someone inherits that person’s role, so it can never do more than they can. An agent running on a schedule or an event, with nobody behind it, gets a service account and a role of its own, scoped as tight as you like. Every action is logged either way, so an agent-handled case is as defensible as one your analyst closed by hand.