Our Approach
Forge RPA was founded on a simple observation: the people who understand business processes best are rarely the ones building the automations. That gap leads to solutions that look good in demos but fall apart in production.
With 30 years of hands-on experience in financial operations and controllership, we have closed the books, managed reconciliations, prepared financial reports, and lived the daily challenges that finance teams face—alongside the operational handoffs and data feeds that land in finance. This practical experience shapes every automation we build.
Our proprietary enterprise framework combines this domain expertise with self-improving automation capabilities, persistent learning systems, and deep Microsoft 365 integration. Proven in finance but applicable to other operational processes. The result is practical, maintainable automation with built-in governance that delivers real ROI — not just impressive demos.
Experience
Finance & Operations
30 years of hands-on experience in financial operations, controllership, and systems transformation across manufacturing, utilities, healthcare, and financial services. We understand the real challenges finance teams face because we've lived them.
Automation Expertise
Creator of a proprietary enterprise automation framework featuring persistent learning systems, self-improving capabilities, and deep Microsoft 365 integration. Focused on building automation that is both powerful and maintainable for finance teams.
Our Philosophy
"The best finance automations aren't built by pure technologists or pure accountants — they're built by people who have actually managed financial operations and understand both the business process and how to automate it effectively at enterprise scale."
Industries Served
Our proprietary framework has been successfully applied across multiple industries. The core approach — combining deep finance domain expertise with self-improving automation capabilities — applies to any organization with complex manual finance and accounting processes.
Let's Talk About Your Finance Processes
30 minutes. No sales pitch. We'll discuss your specific challenges in month-end close, accounts payable, reconciliations, or reporting, and explore how our framework could deliver results for your team.