AI / Fintech
Forge BI is an AI-powered business intelligence platform designed specifically for startups. It connects to your financial data sources — bank accounts, accounting software — and uses natural language AI to deliver actionable insights.
Built with Next.js 15, TypeScript, and Vercel AI SDK — integrates Plaid for bank data and applies 8 years of financial analysis experience to product design, creating dashboards that translate raw data into decisions.
Startups need financial visibility but can't afford dedicated analysts. Existing BI tools are complex, expensive, and require SQL knowledge. The goal was to create a platform that makes financial intelligence accessible to non-technical founders through conversational AI.
Natural language interface for querying financial data. Ask questions in plain English and get charts, tables, and insights.
Plaid integration for automatic bank account syncing. Real-time transaction data flows into the platform without manual entry.
Auto-tracked financial goals — revenue targets, profit margins, break-even analysis. Progress updates automatically from live data.