ForthWrite | Free AI Workflow Diagnostic for Financial Services Firms
For financial services firms buried in manual work

Find where your firm is losing time, losing revenue, or missing growth.

We'll run a free 30-minute diagnostic and find the work in your firm that's worth automating first. No obligation.

  • Limited spots available
  • 100% confidential
  • You leave knowing what to automate

The jobs that eat the week, already built.

Chasing receivables, re-keying intake, drafting the same email twice. These are the jobs that eat a firm's week, and the ones we build for first.

5xfaster AR recovery than the manual cadence
Accounting firm · under NDA

Receivables chased by hand, invoices 60 to 90 days out

The team spent 40%+ of its time on admin instead of billable work, with no CRM and no standard intake. We built AR follow-up on a 30 / 60 / 90 day cadence, structured document intake with auto-classification and an audit trail, and around-the-clock message triage.

Built by our development team in three phases.

3inboxes with no supported way in: Gmail, Outlook on the web, LinkedIn
ForthWrite · our own product

Email drafted in the sender's voice, where there's no public API

ForthWrite reads the thread and places a draft in the compose box, written the way the user writes. It drafts. It never sends.

Live on the Chrome Web Store.

How it works

Start with 30 minutes.

Each step stands on its own. You can stop after any of them.

  1. 01The diagnostic call

    Free. We find the work in your firm that's worth automating first.

  2. 02We map it

    If there's something worth fixing, we sit with the people who do the work and write down where the time and money go.

  3. 03Build it, or take the map

    If you build with us inside 90 days, the audit credits toward the project. If you don't, the map is still yours.

Find the work worth automating first.

If there are meaningful efficiencies sitting inside your firm, we'll find them. If there aren't, we'll tell you that too.