Forest AI
Your New Power Tool
AI That Works Inside Your Accounting System. Forest AI is built directly into the Forest platform to automate workflows, reduce manual work, and accelerate financial reporting.
Not a Separate Tool. Built Into Forest.
Forest AI operates within your existing accounting and reporting environment. It works directly with your data, your documents, and your workflows — without requiring exports, integrations, or additional systems.
Built for Security and Control
Enterprise-Grade Infrastructure
Forest AI runs on the same Amazon Web Services infrastructure that supports all Forest applications and client data.
Your Data Stays Within Forest
Documents, reports, and financial data are securely stored and processed within your environment. Nothing is exposed to external models or third-party systems.
What Forest AI Can Do
Purpose-built capabilities that fit directly into your accounting and reporting workflows.
Automate Financial Analysis
Reduce time spent reviewing reports and documents.
- Compare dividends declared vs posted
- Extract key data from private equity statements
- Generate structured outputs from financial documents
- Analyze reports generated in Forest
Work Directly With Financial Documents
Upload documents and receive structured, usable outputs without manual data entry.
- Financial reports generated in Forest
- Private equity statements
- Supporting financial documents
Turn Reports Into Deliverables
Transform raw data into outputs ready for internal teams or clients.
- Generate charts and visualizations from reports
- Draft summaries from financial statements
- Prepare reports for audit and tax workflows
- Create custom subtotals on income statements and balance sheets
Automate Accounting Workflows
Reduce repetitive work and keep records up to date.
- Reconcile bank accounts from PDF statements
- Reconcile bank and brokerage accounts using aggregated data
- Automatically post imported transactions
- Reconcile investment holdings
- Update balances and asset prices
- Create accounts within entity charts of accounts
- Retrieve real estate valuations
Designed for Complex Structures
Forest AI supports firms managing multiple entities, investments, and reporting requirements. It helps teams scale operations without increasing headcount or manual effort.
A Practical Application of AI
Forest AI is designed to improve how work gets done inside accounting and reporting teams. It focuses on automation, consistency, and speed — applied directly to real workflows.
Schedule a Demo
See how Forest AI fits into your current workflow and where it can reduce time immediately.