![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 137 32" xmlns="http://www.w3.org/2000/svg"><g d="M 0.002 31.84 L 0.002 0 L 31.842 0 L 31.842 31.84 Z M 0 0.002 L 0 31.842 L 14.379 31.842 L 14.379 19.141 L 8.175 25.344 L 5.995 23.164 L 15.922 13.237 L 25.849 23.164 L 23.669 25.344 L 17.466 19.141 L 17.466 31.842 L 31.844 31.842 L 31.844 0.002 Z M 23.667 16.774 L 15.92 9.027 L 8.173 16.774 L 5.993 14.594 L 15.92 4.666 L 25.847 14.594 Z" fill="transparent" height="31.842259379889445px" id="v_lyLHp6E" transform="translate(0.16 -0.006)" width="31.844343999969944px"><path d="M 0 31.84 L 0 0 L 31.84 0 L 31.84 31.84 Z" fill="transparent" height="31.8403px" id="bDMh1GdUQ" transform="translate(0.002 0)" width="31.8403px"/><path d="M 0 0 L 0 31.84 L 14.379 31.84 L 14.379 19.139 L 8.175 25.342 L 5.995 23.162 L 15.922 13.235 L 25.849 23.162 L 23.669 25.342 L 17.466 19.139 L 17.466 31.84 L 31.844 31.84 L 31.844 0 Z M 23.667 16.772 L 15.92 9.025 L 8.173 16.772 L 5.993 14.592 L 15.92 4.664 L 25.847 14.592 Z" fill="rgb(63, 91, 30)" height="31.84030625px" id="LkBC_qYlr" transform="translate(0 0.002)" width="31.844344px"/></g><path d="M 4.708 16.728 L 4.708 2.772 L 0 2.772 L 0 0 L 12.666 0 L 12.666 2.772 L 7.958 2.772 L 7.958 16.728 Z" fill="rgb(38, 45, 30)" height="16.72833px" id="gGM6jCh9B" transform="translate(117.426 7.593)" width="12.666000000000011px"/><path d="M 6.978 17.111 C 5.815 17.111 4.756 16.912 3.8 16.513 C 2.844 16.099 2.031 15.502 1.362 14.721 C 0.709 13.94 0.255 13 0 11.901 L 2.939 11.041 C 3.178 12.076 3.664 12.889 4.397 13.478 C 5.13 14.052 5.99 14.339 6.978 14.339 C 7.743 14.339 8.396 14.163 8.938 13.813 C 9.479 13.462 9.75 12.913 9.75 12.164 C 9.75 11.686 9.583 11.304 9.248 11.017 C 8.93 10.714 8.508 10.467 7.982 10.276 C 7.456 10.085 6.875 9.902 6.237 9.726 C 5.6 9.551 4.963 9.352 4.325 9.129 C 3.688 8.906 3.107 8.619 2.581 8.269 C 2.055 7.902 1.625 7.44 1.29 6.883 C 0.972 6.309 0.813 5.592 0.813 4.732 C 0.813 3.776 1.075 2.947 1.601 2.246 C 2.127 1.529 2.828 0.98 3.704 0.597 C 4.58 0.199 5.544 0 6.596 0 C 7.631 0 8.579 0.175 9.44 0.526 C 10.316 0.876 11.049 1.37 11.638 2.007 C 12.244 2.629 12.658 3.37 12.881 4.23 L 10.013 5.353 C 9.774 4.509 9.352 3.871 8.747 3.441 C 8.141 2.995 7.416 2.772 6.572 2.772 C 5.807 2.772 5.194 2.939 4.732 3.274 C 4.286 3.593 4.063 4.031 4.063 4.588 C 4.063 5.019 4.222 5.369 4.541 5.64 C 4.875 5.895 5.305 6.11 5.831 6.285 C 6.357 6.444 6.938 6.604 7.576 6.763 C 8.213 6.906 8.85 7.098 9.487 7.337 C 10.125 7.56 10.706 7.854 11.232 8.221 C 11.758 8.587 12.18 9.073 12.498 9.679 C 12.833 10.284 13 11.041 13 11.949 C 13 13.048 12.729 13.988 12.188 14.769 C 11.662 15.533 10.945 16.115 10.037 16.513 C 9.129 16.912 8.109 17.111 6.978 17.111 Z" fill="rgb(38, 45, 30)" height="17.11076px" id="W33rhMq3Y" transform="translate(102.662 7.402)" width="13px"/><path d="M 0 16.728 L 0 0 L 11.328 0 L 11.328 2.772 L 3.274 2.772 L 3.274 6.644 L 9.798 6.644 L 9.798 9.416 L 3.274 9.416 L 3.274 13.956 L 11.423 13.956 L 11.423 16.728 Z" fill="rgb(38, 45, 30)" height="16.72833px" id="LASbkhR29" transform="translate(89.162 7.593)" width="11.422699999999992px"/><path d="M 0 16.728 L 0 0 L 6.357 0 C 7.408 0 8.324 0.207 9.105 0.621 C 9.902 1.02 10.523 1.593 10.969 2.342 C 11.415 3.075 11.638 3.935 11.638 4.923 C 11.638 5.879 11.383 6.755 10.873 7.552 C 10.379 8.332 9.694 8.93 8.818 9.344 L 12.833 16.728 L 9.153 16.728 L 5.664 9.87 L 3.25 9.87 L 3.25 16.728 Z M 3.25 7.098 L 5.783 7.098 C 6.58 7.098 7.209 6.898 7.671 6.5 C 8.149 6.086 8.388 5.56 8.388 4.923 C 8.388 4.27 8.149 3.752 7.671 3.37 C 7.209 2.971 6.58 2.772 5.783 2.772 L 3.25 2.772 Z" fill="rgb(38, 45, 30)" height="16.72833px" id="DsldZOwJ8" transform="translate(73.861 7.593)" width="12.832999999999998px"/><path d="M 7.289 17.111 C 5.839 17.111 4.565 16.76 3.465 16.059 C 2.382 15.342 1.529 14.347 0.908 13.072 C 0.303 11.782 0 10.276 0 8.555 C 0 6.835 0.303 5.337 0.908 4.063 C 1.529 2.772 2.382 1.776 3.465 1.075 C 4.565 0.358 5.839 0 7.289 0 C 8.739 0 10.005 0.358 11.088 1.075 C 12.188 1.776 13.04 2.772 13.646 4.063 C 14.267 5.337 14.578 6.835 14.578 8.555 C 14.578 10.276 14.267 11.782 13.646 13.072 C 13.04 14.347 12.188 15.342 11.088 16.059 C 10.005 16.76 8.739 17.111 7.289 17.111 Z M 7.289 14.339 C 8.101 14.339 8.802 14.1 9.392 13.622 C 9.997 13.128 10.467 12.451 10.802 11.59 C 11.136 10.714 11.304 9.702 11.304 8.555 C 11.304 7.392 11.136 6.381 10.802 5.52 C 10.467 4.66 9.997 3.991 9.392 3.513 C 8.802 3.019 8.101 2.772 7.289 2.772 C 6.492 2.772 5.783 3.019 5.162 3.513 C 4.556 3.991 4.086 4.66 3.752 5.52 C 3.417 6.381 3.25 7.392 3.25 8.555 C 3.25 9.702 3.417 10.714 3.752 11.59 C 4.086 12.451 4.556 13.128 5.162 13.622 C 5.783 14.1 6.492 14.339 7.289 14.339 Z" fill="rgb(38, 45, 30)" height="17.11076px" id="ipX7BNsrY" transform="translate(56.609 7.402)" width="14.577600000000004px"/><path d="M 0 16.728 L 0 0 L 11.351 0 L 11.351 2.772 L 3.25 2.772 L 3.25 6.644 L 9.798 6.644 L 9.798 9.416 L 3.25 9.416 L 3.25 16.728 Z" fill="rgb(38, 45, 30)" height="16.72833px" id="T3zzexfqV" transform="translate(43.557 7.593)" width="11.351399999999998px"/></svg>)
Payments & transaction ops
Trigger payment actions on customer records from one workspace, automatically or manually. Plug in your PSP, and access customer and transaction info at once. With audit trail for every step.
Forest is where your team and your agents trigger payment actions on the customer record. Your PSP moves the money; the process, approvals, and comms live with the case. Ready for audit.
Actions on the customer record
Refund, hold, partial refund, reverse, escalate to dispute. Each action lives on the customer or transaction record, not in a separate PSP dashboard.
Your PSPs, your way
Call Stripe, Adyen, Modulr, Mangopay, GoCardless, Wise, or whichever PSP moves the money. Add a second rail tomorrow, no re-platforming.
Approvals built into the action
A refund above a threshold can require manager approval. A reversal can require a two-person review. With Forest, approvals are part of the action, not a side process.
Agentic refunds and holds
Your AI agents handle eligible refunds and holds (configured by amount, reason, customer state), and route the rest to a human reviewer. All in one workflow.
Customer comms tied to the action
Refund confirmation, hold notification, and escalation messaging send from the same case through your help desk via MCP. Comms history lives with the action.
The audit holds every move
Every refund, hold, reversal, approval, and PSP response is recorded at the record level. Regulator-ready bundles export on demand.
Built for compliance at scale
![](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="zVbSHlMoa" width="75px"/><path d="M 0 0 L 15 0 L 15 45 L 0 45 Z" fill="rgb(63, 91, 30)" height="45px" id="CH_iVM7qH" width="15px"/><path d="M 60 0 L 60 30 L 0 30 L 0 0 Z" fill="rgb(63, 91, 30)" height="30px" id="ttSD1A5rV" transform="translate(15 45)" width="60px"/></svg>)
A complete view per action
Customer, transaction, approval chain, agent reasoning, and PSP response live on the same case. No tab-switching, no broken context.
Governance for humans and agents
Roles, approval thresholds, and two-person reviews apply to your team and your AI agents the same way. Every action lands in one audit trail.
PSP flexibility, built in
Stripe, Adyen, Modulr and your other rails fully connected, ready to tap from your workflows. Routing across two PSPs is a configuration change.
Vendor agnostic
Frequently asked questions
You still have question ?
Book a conversation with a forest expert
How do I configure a payment ops workflow in Forest?
Each payment action is a configurable step in the workflow you design: refund, hold, reverse, escalate. Approval thresholds, comms triggers, and PSP routing are decision criteria set at step level. Your team and AI agents work cases with one logic in one workspace.
Does Forest move money?
No. Forest exposes record-level actions and runs the workflow around them. Money moves through your PSP, which Forest calls at the point the action executes. The response is logged back to the case.
Which PSPs can I connect?
Common connections include Stripe, Adyen, Modulr, Mangopay, GoCardless, Wise, Checkout.com, and PayPal Braintree. Other PSPs connect through the same pattern.
Can my agents trigger refunds on their own?
Within the rules you configure. Agents can execute eligible refunds (configured by amount, reason, customer state) under their own scoped permissions. Anything outside those rules routes to a human.
How do you ensure customer data never leaves our environment?
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.
