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Enterprise operations agentprivateVerified 2026-07-09

Ops orchestration layer for fintechs where humans and AI agents run compliance workflows on your own data, MCP native, bring your own LLM, SOC 2 certified with full audit trails.

Forest Admin is the ops orchestration layer for fintechs and regulated businesses, where human teams and AI agents run compliance and business operations together on the same data and workflows, with full audit and compliance. Having started as an admin panel builder, it now sits on top of a company's existing databases, supplier portals, and APIs, unifying them into one ops workspace without migrating data or rebuilding the stack, and it never stores or replicates that data because the admin API runs on the customer's own servers and stays invisible to Forest Admin's servers. Forest Workflows let teams build multi step processes directly on top of their data, from KYC and KYB onboarding to AML monitoring and investigations, fraud management, payment operations, and refund approvals, with clear stages, embedded approvals, validation steps that review sensitive actions before execution, and automatic routing to an approver's Inbox. Within a workflow, AI agents handle the high volume routine such as triage, pattern detection, initial risk scoring, anomaly flagging, and checklist pre fill, while analysts pick up pre loaded cases and make the decisions that matter, and both humans and AI agents have explicit roles with every action logged. Forest Admin is MCP native, supports bring your own LLM so teams configure their own model provider, is SOC 2 certified and GDPR compliant with enforced 2FA, IP whitelisting, and granular role based access, and produces a full audit trail on every action, whether human or AI. Customers include Qonto, Spendesk, Swan, Belvo, Qashio, Roundtable, and Empathy.

Vendor details

Canonical URL

https://www.forestadmin.com

Category

Enterprise operations agent

Funding status

Series A. Forest Admin Inc., based in San Francisco, California; founded by Sandro Munda, with Crunchbase listing Maxence Bruyas as CEO and Xavier Gastaud as CFO. Over eight years the company evolved from an admin panel builder into an ops orchestration layer now running inside 500 plus regulated finance companies across Europe, Latam, and the US.

Company status

private

Use cases & customers

Primary use cases

KYC and KYB onboarding operationsAML monitoring and investigationsFraud and payment operationsHuman and AI agent back office workflows

Target customers

Fintechs and challenger banksPayment institutionsCompliance and operations teamsRegulated finance companies

Integrations

Sits on top of your existing stack and connects any database, any supplier portal, and any API, plus your own AI models and MCP servers, with a Connector Library that lets editors browse and request official MCP implementations from vendors such as Slack and Stripe directly in the Workflow Editor.

Capability coverage

10.5 / 14 capabilities · 75%

Integrations & Tool CallingConnects any database, supplier portal, and API plus your own AI models and MCP servers, with a Connector Library for official MCP implementations such as Slack and Stripe (forestadmin.com/for-partners, forestadmin.com AML blog). Full
Workflow OrchestrationThe ops orchestration layer builds multi step, cross department Forest Workflows with embedded approvals and automation across KYC, AML, fraud, and payments (forestadmin.com/features/workflow-automation, forestadmin.com AML blog). Full
Knowledge Grounding & RAGAgents operate on your live records and support OCR based data extraction and risk scoring; grounding is via your own data rather than a documented RAG store (forestadmin.com/blog introducing Forest Admin AI). Partial
Human Oversight & GuardrailsValidation steps review sensitive actions before execution, work routes to an approver's Inbox, and humans make the calls that matter with explicit human and AI roles (forestadmin.com/features/workflow-automation, forestadmin.com AML blog). Full
Security, Identity & GovernanceSOC 2 certified, GDPR compliant, enforced 2FA, IP whitelisting, granular role based access, and data that never leaves your infrastructure (rocketreach.co profile, crunchbase.com, forestadmin.com/blog). Full
Observability & AuditabilityA full audit trail on every action whether human or AI, with every external call logged to the case record and a traceable decision trail (forestadmin.com AML blog, rocketreach.co profile). Full
Memory & State PersistenceCase and record state persist in your own database and workflow state carries across steps; not a distinct agent memory (forestadmin.com/features/workflow-automation). Partial
Deployment & Data ResidencyThe data plane runs in your own infrastructure and data never leaves it, with the admin API on your servers and invisible to Forest Admin's servers (rocketreach.co profile, crunchbase.com). Full
Prebuilt Agents / Templates / PacksA Connector Library plus documented fintech workflow patterns for KYC, AML, and fraud; not a general agent template marketplace (forestadmin.com/for-partners, forestadmin.com AML blog). Partial
Triggers & Channel CoverageEvent and workflow driven execution with routing to Inbox and a Forest Assist sidebar that acts on help desk conversations in real time (forestadmin.com/features/workflow-automation, forestadmin.com/blog introducing our new logo). Partial
Model Flexibility & RoutingBring your own LLM with a configurable provider and model, shown with an ai-proxy setup, plus MCP server support (forestadmin.com/blog new bring your own LLM). Full
APIs / SDKs / MCP ExtensibilityMCP native with MCP tasks and custom actions, an SDK including the ai-proxy and createAgent packages, and APIs (forestadmin.com/blog new bring your own LLM, forestadmin.com AML blog). Full
Testing, Debugging & OptimizationValidation steps and human verification of AI outputs plus audit trails; not a formal agent evaluation suite (forestadmin.com/blog introducing Forest Admin AI). Partial
Browser / Computer-useConnects to supplier portals via API and MCP rather than documented browser or computer use (forestadmin.com/for-partners). Unable to verify

Recent platform changes

No recent material changes tracked yet.

Pricing

Open core. Open source agent SDK components can be self hosted, with cloud and enterprise tiers sold through a demo and sales motion; published tier figures were not retrieved this session.

Open core: open source SDK for self hosting plus paid cloud and enterprise tiers.

Contact onlyMedium variable costFree tier

Included quota

Open source SDK is free to self host; managed tiers are quoted.

Cost watchouts

The data plane runs in your own infrastructure, so hosting and compute are your cost; enterprise pricing scales with seats and usage.

Variable cost rationale

Because the data plane runs in your own infrastructure, compute is your own cost, and managed tiers scale with seats and workflow usage, though the open source path caps external spend.

Overage / add-ons

Managed tiers scale with seats and usage.

Sales call required

Mixed (some tiers require a call)

Free / trial

Open source SDK to self host; book a demo for cloud and enterprise.

Lowest paid plan

Not retrieved.

Key ambiguities

The open source model is clear, but published cloud and enterprise tier figures were not retrieved.

Verified 2026-07-09

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