Forge BI
An AI-native financial analytics platform that turns raw business data into clear, actionable insight. Built for companies that have outgrown spreadsheets but cannot justify enterprise BI.
Capabilities
Data Ingestion
Plaid for live bank data. QuickBooks integration for ledger sync. CSV upload for everything else. Identity verification through Acuity ties every conclusion to a real principal.
AI Reasoning Layer
Vercel AI SDK with Claude as the core model. Converts transactions, balances, and context into sourced narratives about runway, cohorts, variance, and unit economics.
WhatsApp Operator UX
Twilio-powered chat interface. Non-technical operators ask Forge BI a finance question over WhatsApp and receive a citation-backed answer without opening a dashboard.
Audit Trails
Every AI conclusion is sourced to the underlying transaction or balance, so finance leaders can verify the reasoning and trust the output.
Stack
- Frontend: Next.js 15, TypeScript, Tailwind, shadcn/ui
- AI: Vercel AI SDK + Claude
- Banking data: Plaid
- Messaging UX: Twilio WhatsApp
- Identity: Acuity verification
- Hosting: Vercel
Development Status
Forge BI is currently in active development. The core ingestion, AI reasoning, and operator UX are being built in public via the Forge Noir engineering team. We are not yet open for general availability.
If you are a founder, fund, or grant program interested in early access or partnership conversations, please reach out.