The back-office for regulated fintechs

Forest vs Camunda: regulated fintechs run their operations on Forest

Forest vs Camunda: regulated fintechs run their operations on Forest

Forest vs Camunda: regulated fintechs run their operations on Forest

Forest gives regulated fintechs a back-office on their live records, with permissions down to the field, approvals per action and an audit trail stored in your own infrastructure. Your ops team builds and changes its own workflows and dispatch rules, and your AI agents work under the same rules as your people.

TL;DR

Forest is the back-office regulated fintechs run their operations on: live records, actions, workflows and dispatch in one place.

Operators work on live customer records, and process owners build and change their workflows themselves, in the Forest UI.

AI agents in Forest act on your business data and actions under the same roles and audit trail as people, through MCP or the Gateway API.

Comparison

Forest and Camunda, line by line

Forest and Camunda, line by line

Forest
Camunda
How processes are built
ForestProcess owners build and change workflows in the Forest UI; developers code the underlying actions once
CamundaProcesses modeled in BPMN and DMN in Camunda Modeler, then deployed to the Zeebe engine
Where operators work
ForestA back-office on your live records: lists, record views, relations and actions, generated from your databases
CamundaTasklist, a ready-to-use app for user tasks. Anything beyond it is a custom application built on Camunda's APIs
Approvals
ForestSet per action and per role in settings: require approval, approve, self-approve. Nothing to model
CamundaModeled as user tasks in the process
Dispatch
ForestInboxes turn a segment or a workflow escalation into a queue and assign each task automatically, based on workload and dispatch rules
CamundaAssignee and candidate groups set on each user task in the model
Permissions
ForestRoles per team, down to field level on your business data, applied the same way to people and agents
CamundaAuthorizations per resource: processes, instances, user tasks and decisions (Camunda 8.8)
AI agents
ForestThe Forest Gateway lets agents query your records, run your actions and start workflows with the permissions of their Forest user, through MCP or the Gateway API
CamundaAn AI Agent connector runs inside a BPMN process. An MCP server on the cluster lets clients inspect instances, incidents and user tasks, and start processes
Where it runs
ForestThe Forest agent and workflow runtime run in your infrastructure, next to your data
CamundaCamunda SaaS or Self-Managed; production use requires an Enterprise license

Camunda information from camunda.com/pricing, the Tasklist and Camunda 8.8 documentation, and Camunda's MCP overview, checked 26 October 2026. Forest information from docs.forest.app.

Where they differ

Forest gives your ops team four capabilities from day one

Forest gives your ops team four capabilities from day one

All four run under the same roles, approvals and audit trail, for people and agents alike.

Back-office

Your records, ready on day one

Forest reads the schema of the databases you connect and generates collections, relations and screens. Operators open a customer, their accounts and their cases from the first day.

Native workflows

Your ops team changes the process

Process owners build and edit workflows in the Forest UI: guidance, data checks, decisions, approvals, AI-assisted steps and MCP tasks, on the same records their team works on.

Dispatch

Every case reaches the right person

Inboxes turn a segment of records or a workflow escalation into a queue. Forest assigns each task based on workload and dispatch rules, and every assignment is logged.

Gateway

Agents work on your business data

Through MCP or the Gateway API, an agent queries your records, runs your actions and starts workflows as a Forest user, with the same permissions and audit trail as a person.

Who it's for

Forest is built for you if

01

You run regulated operations

KYC and KYB reviews, payments, disputes, refunds: work where a wrong click has a compliance cost.

01

You run regulated operations

KYC and KYB reviews, payments, disputes, refunds: work where a wrong click has a compliance cost.

02

Your ops team should own its processes

Process owners build and change their workflows themselves, in the Forest UI.

02

Your ops team should own its processes

Process owners build and change their workflows themselves, in the Forest UI.

03

Operators need the full customer record

Every case opens on the customer, their accounts and their full history.

03

Operators need the full customer record

Every case opens on the customer, their accounts and their full history.

Questions about Forest vs Camunda

You still have question ?
Book a conversation with a forest expert

You still have question ?
Book a conversation with a forest expert

Does Forest need direct access to our production database?

No. The Forest agent runs in your infrastructure and can connect to your database, to your ORM models, or to your own API through a custom data source. Your records stay on your side: Forest's activity logs keep the user, the record ID and the timestamp, not the record's content.

Do we need to model our processes in BPMN?

No. Process owners build workflows in the Forest UI, step by step: guidance, data checks, decisions, approvals, AI-assisted steps and MCP tasks. Developers code the actions those steps call, once.

Who runs Forest day to day, ops or tech?

The ops team. Operators, team leads and process owners work the cases, run the workflows, handle the inboxes and approve. Your tech team connects the data sources, codes the actions and sets up the roles, then steps in only when a new capability is needed.

We already run Camunda for back-end orchestration. Do we have to replace it?

No. You can start with the operational part, where people review, approve and escalate. A Camunda process can start a Forest workflow through a signed webhook, and a Forest workflow can start a Camunda process from a smart action or an MCP step.

Can our AI agents act in Forest?

Yes. Any agent that speaks MCP can connect to the Forest MCP server. It works on your business records and actions with the permissions of the Forest user it signs in as, and its operations are logged like a human's.

Can our team use Forest outside the Forest UI?

Yes. The Forest Gateway exposes your data, actions and workflows through an MCP service for AI agents and an API for other tools. Forest ships a Zendesk app and an n8n node built on it, and every call keeps the user's permissions and lands in the activity log.

Which languages and data sources does Forest support?

Forest agents run on Node.js and Ruby. They connect to SQL databases, MongoDB and custom APIs, and you can combine several data sources in one back-office.

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.

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Next step

Bring one regulated process and see it run in Forest

Next step

Bring one regulated process and see it run in Forest

Next step

Bring one regulated process and see it run in Forest

Comparison based on public information as of 26 October 2026. Camunda information comes from Camunda’s public pricing page, documentation and blog; editions and features may have changed since. Forest information comes from the Forest documentation.

Camunda is a trademark of its respective owner. Its use here identifies the product being compared and implies no affiliation or endorsement.

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