01Free
Discover & scope
A guided conversation uncovers and costs the opportunities hidden in your operations — and hands you a proposal pack to act on.
Turning AI ambition into AI action
Forsa helps uncover opportunities to use AI to automate manual, labour-intensive tasks in your business.
Built for Australian finance and professional-services firms without an internal dev team — and data-heavy SMBs more broadly.
No credit card · No commitment
The product, in 30 seconds
It's a conversation. Not a form.
Tell the agent what's broken. It asks the right follow-ups. You never fill in a field you don't understand.
F
Scoping session · live
Agent is online
Hi — what's the business challenge you're thinking about?
We process about 50 expense claims a quarter by hand. Takes ~3 hours, and we miss deductions at tax time.
Got it. Quick follow-ups: what accounting system are you in, and where do expenses currently come from — email, bank feed, paper receipts?
Xero. Mix of email, AMEX CSV, and photos on my phone.
Thanks. I've got enough to start shaping this. One more — roughly how much is an hour of your time worth to you?
Your proposal pack
See what we'd build, before you spend a dollar.
After one conversation you get a proposal pack. It shows the solution end to end, what your month looks like with it, and a guide to what it costs and when it pays for itself.
- For youWhat we'd build, and how your work changes.
- Your CFOCosts, return and payback.
- Your engineerA spec they can build from.
- EveryoneEvery assumption, and how to check it.
Forsa AI · Proposal pack
Automate bank transactions coding & processing workflow
Boutique investment manager · finance operations, 5 people · based on a real project
How it works, end to end
- BankThe month's activity arrives
100–300 statement lines come in from the bank feed, across every account and currency.
- AIForsaCodes every line
Rules code fees, interest and known payees the same way every time. For a capital call, AI reads the instruction email or workbook and drafts every line. One payment can become 70+.
- Your accountantApproves, edits or rejects
One review screen. Lines the bank feed can't tell apart come straight to a person, never guessed.
- Accounting systemTakes the approved file
Imported as it is today, with a log of who approved what and when.
Done by ForsaDone by a person or your existing systems
A month with it
Month-end. Two hundred and forty lines came in overnight. Most are already matched by rule. Two capital calls were read from their workbooks and drafted out line by line. Your accountant works through the review queue, fixes a handful, approves the rest and exports the file. The mid-month run happens again, because it no longer costs a week.
Key numbers
~$15kBuild guide
~$34kSaved / yr
~5 moPayback
~2.2×Year-1 return
A guide, not a quote, before running costs. Saving: ~450 hrs a year (3 days of keying and 2 days of checking each month) at ~$75/hr, an accountant's loaded cost.
How we'd start: the rules and the review screen first, tested against several months of your real transactions. Live in about three weeks.
What we'd build
- Rules for the routine lines
- AI that reads emails and workbooks
- A review-and-approve screen
- An audit log of every decision
Who would use it
- The accountant who keys it today, as reviewer
- The finance lead, who sees the log
- Nobody else needs to learn anything
What stays the same
- Your accounting system and chart of accounts
- Your import file
- A person approves every line
The detail, for your team
- SummaryFor you · the whole pictureFull document · PDF
- Business caseFor your CFO · costs and returnFull document · PDF
- Technical specFor your engineer · build-readyFull document · PDF
- AssumptionsFor everyone · how to check each oneFull document · PDF
Ready to make this real?We build it with you in stages, and keep improving it once it's live.
Yours to keep and share, whether or not we build it together. Add to it any time.
Discover & scope → build → run
Not a report generator. A partner that takes you from idea to live.
Scoping is where it starts — not where it ends. We find the highest-value automation in your business, build it, and keep it running.
02Paid delivery
Build
Our embedded engineers build it with you — AI-assisted, fast, a stage at a time. A guide to the cost is in your proposal pack.
03Ongoing support
Run
We keep it live and improving — with monthly support tiers matched to how much you want to own day-to-day.
Discover & scope
Build
Run
Knowledge Base
And it compounds: a per-company Knowledge Base means every new project picks up where the last left off — so scoping gets faster and cheaper over time.
AI transformation portfolio
Most businesses don't have one project. They have a portfolio they can't yet see.
As the number of scoped projects grows, a broader transformation takes shape — initiatives move from idea through concept to live, with the value captured clearly presented.
AI transformation portfolio7 initiatives
Scopes initiated
2
Proposed solutions
1
Prioritised to build
1
In build
1
Live
2
Savings captured
YTD
≈1,800 hrs
hours reclaimed
≈$88k
value captured
Example portfolio (logistics client). A client admin & leadership view of the whole transformation — not one project. Click an initiative for a preview.
Scoping was so good that the hair stood on the back of my neck.
Test client · scoping session
Australian-hosted · your data is never used to train AI models · hard tenant isolation · Microsoft SSO.
How we keep your data safe →Start scoping your first project now.
Drop your business email. We'll send you a link that starts your session in one click, straight away.