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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.

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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.

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.

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

Compliance & Al governance

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.

RFI

Sanction screening

Transaction monitoring

Dispute handling

KYC/KYB onboarding

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.

Book a demo

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.

Book a demo

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.

Book a demo

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.

What Forest gives you

All your data connected

Record-level audit log

RBAC for humans and agents

Data stays in your environment

LLM reasoning logs

Regulator-ready exports

LET'S LOOK UNDER
THE HOOD

Book a 30-min demo and see what good operations can look like

Book a demo

Book a demo

Get the MCP doc

Get the MCP doc

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

MICA

PSD3

PSD3

DGPR

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 YOUR

OPS GAME

One control plane. Every action traced — human, agent, BPO, LLM, workflow.

Book a demo

Get the MCP doc

LEVEL UP YOUR

OPS GAME

One control plane. Every action traced — human, agent, BPO, LLM, workflow.

Book a demo

Get the MCP doc

LEVEL UP YOUR

OPS GAME

One control plane. Every action traced — human, agent, BPO, LLM, workflow.

Book a demo

Get the MCP doc

The ops orchestration layer for fintechs.

Copyright © 2026 Forest Admin

Get Started

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Book a demo

Use Cases

Admin panel

Backoffice

Internal tools

Operational processes

Case Management

Banking Operations

Industries

Fintech

Insurtech

Healthtech

LegalTech

Proptech

SaaS

Ecommerce

Resources

Blog

Customer Stories

Podcast

llms.txt

Company

Careers

Contact us

Support

Trust Center

Platform

Data Integration

Workspaces

Business Logic

Dispatcher / Inbox

Approvals & Escalation

Notes

Dashboards

Team Performance

AI / Guided Workflows

Embedded Actions

MCP Server

Security

Data Privacy by design

Roles & permissions

Audit trails

Security & Authentication

99.99% SLA

Certifications

Developers

Integrations

GitHub

Community forum

Status

Privacy Policy

Terms and Conditions

Data Processing Addendum

Sub-processors

Responsible disclosure Policy

The ops orchestration layer for fintechs.

Copyright © 2026 Forest Admin

Get Started

Pricing

Sign up for free

Book a demo

Use Cases

Admin panel

Backoffice

Internal tools

Operational processes

Case Management

Banking Operations

Industries

Fintech

Insurtech

Healthtech

LegalTech

Proptech

SaaS

Ecommerce

Resources

Blog

Customer Stories

Podcast

llms.txt

Company

Careers

Contact us

Support

Trust Center

Platform

Data Integration

Workspaces

Business Logic

Dispatcher / Inbox

Approvals & Escalation

Notes

Dashboards

Team Performance

AI / Guided Workflows

Embedded Actions

MCP Server

Security

Data Privacy by design

Roles & permissions

Audit trails

Security & Authentication

99.99% SLA

Certifications

Developers

Integrations

GitHub

Community forum

Status

Privacy Policy

Terms and Conditions

Data Processing Addendum

Sub-processors

Responsible disclosure Policy

The ops orchestration layer for fintechs.

Copyright © 2026 Forest Admin

Privacy Policy

Terms and Conditions

Data Processing Addendum

Sub-processors

Responsible disclosure Policy