3 Moves Forest Systems is Making to Keep Your Information Safe with Us

Mountain View, CA: May 16, 2024 As technology evolves, so do the threats and risks. As a result, cybersecurity is becoming an increasingly important need. How significant is that need? In 2023, the FBI received a record number of internet crime complaints from the American public – a total of 880,418. This was a 10% […]

AI in Accounting Services: Why It’s Important and How It’s Applied

Mountain View, CA: March 1, 2024 The accounting and financial services industries are built around the needs of the client: understanding their goals, providing efficient service, and safeguarding their financial information. To successfully deliver on these objectives, family wealth managers, CPA and private equity firms, and other organizations need intelligent tools with functionality that improves […]

PRODUCT UPDATE: Forest Financial Academy

PRODUCT UPDATE: Forest Financial Academy Mountain View, CA: February 5, 2024 Forest Systems is excited to announce the launch of the Forest Financial Academy, a new and personalized approach to training and consulting, so you and your team can implement new capabilities faster and more efficiently.  Forest Financial Academy is available to current Forest clients […]

Forest’s Focus on the Future: Artificial Intelligence in Accounting

Forest’s Focus on the Future: Artificial Intelligence in Accounting Mountain View, CA: January 2, 2023 Between now and the end of the year, you will receive many emails from companies touting their 2023 accomplishments. Forest Systems could do that, too.  We’d rather share something different with you: our focus on the future.  Join us in […]

Forest-Ledgex Strategic Partnership

Forest Systems and Ledgex Partner to Bring Innovative & Integrated General Ledger Capabilities to Family Offices Mountain View, CA: December 1, 2023 Forest Systems is honored to announce a strategic partnership with Ledgex, an integrated technology system with an experienced team that has provided robust portfolio management and analytics for private markets for over a […]

Forest-Knowledger Strategic Partnership

Forest Systems Partners with KnowLedger, LLC to Deliver Advanced Data Integration & an Innovative Journal Entry processing for the Family Office and CPA Firm Markets Mountain View, CA: November 15, 2023 Forest Systems Partners (Forest Systems) and KnowLedger, LLC (KnowLedger) announce a strategic partnership that will provide family offices and accounting firms with an innovative […]

Tech Tips: Latest Advice for Starting a New Accounting Year

Equity section of update screen

Editor’s Note: This post updates and improves upon “Tech Tips: How to Start the Year”. We will add posts like this whenever we can help you be more effective in your use of Forest. Beginning a New Accounting Year in Forest Maintaining integrity between financial years is critical in formal accounting. You should be aware of […]

Tech Tips: New Forest Version Not Running? Update ‘Cache’

Function Keys

Ensuring You Have the Latest Version – Web-based programs like ForestView run from a copy of the software maintained by your web browser and stored on your laptop or desktop. The place where this program is stored is referred to as a “cache”. Normally, the program in the cache is updated automatically when a new version […]

Forest Plans for 2023

Road Through Forest

We expect that 2023 will bring many more changes to the company and improvements to the Forest platform. We are just getting started with all the changes we want to make! Here are some of the areas where we expect to focus: Product Enhancements – We will continue to improve the product and have received […]

Tech Tips: How to Start the Year

Do you know best practices to start the new year strong in Forest? Beginning a New Year – Strong accounting systems like Forest take specific steps to properly end one financial year and to begin a new year. To create the new year in Forest: Close ForestEnter completely. 2. Launch the ForestView from your browser. 3. […]

Recap of development to date

Software screenshot

After starting the company in January of 2021, we were approached by a number of family offices and other investors with complex accounting requirements and large amounts of historical data. They wanted to come onto our platform immediately. As a result, our work over the past year was focused on the following areas: Converting Data […]