What Forge does

Forge (legally Lever AI, Inc., headquartered in Manhattan Beach, California) is a private B2B software company that sells a natural language automation platform to large regulated enterprises, primarily Fortune 500 financial institutions. Its core product, Forge Runbooks, converts standard operating procedures into executable automations that deterministically follow the encoded SOP rather than improvising like an AI agent. Runbooks can navigate internal tools, call APIs, extract and export data, generate tables, take screenshots, type into forms, and produce audit-ready reports.

The platform is applied across four documented financial-services use cases — KYC and enhanced due diligence, anti-money laundering (including transaction monitoring and SAR generation), customer due diligence, and card dispute resolution. Documented customer outcomes include automating 70% of a Fortune 500 customer's highest-volume compliance workflow, $22M in annual savings, 500K cases cleared within three months, a 70% reduction in handle time, and quality scores above 98%. Forge holds SOC 2 Type II and PCI DSS certifications that are critical procurement gates for banking and payments buyers.

Forge monetizes via quote-based enterprise subscriptions negotiated through Service Orders, with monthly invoicing and custom SLAs. Distribution is direct enterprise field sales; demos are requested via a single email channel ([email protected]) and there is no public self-serve, marketplace, or reseller motion. The company is privately backed by Author and discloses no funding rounds, headcount, revenue figures, or leadership team in the input data.

Name

Forge

Legal name

Lever AI, Inc.

Website

https://withforge.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Forge (Lever AI, Inc.) provides a natural language automation platform that lets Fortune 500 financial institutions encode SOPs into deterministic runbooks for KYC, AML, CDD, and card dispute workflows, with documented $22M annual savings at a reference customer.

Ownership category

akta.pro rank

Headquarters

HQ city

Manhattan Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription-Based Software Service: Forge provides software services according to Service Orders that specify scope and fees. Customers pay fees as set forth in each Service Order, with invoicing either monthly or according to the billing frequency stated in the Service Order. The service includes support and uptime SLA subject to customer payment of corresponding fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Forge sells Forge Runbooks, a natural language automation platform that turns standard operating procedures into deterministic, executable runbooks for enterprise mission-critical processes. The platform navigates internal tools, calls APIs, extracts form data, generates tables, clicks buttons, takes screenshots, and types into forms across enterprise systems, enabling use cases such as transaction monitoring, KYC/EDD reviews, card dispute resolution, CDD, and AML compliance. It is sold to Fortune 500 financial institutions and other regulated enterprises on a subscription basis negotiated through Service Orders.

Product overview

Forge is a single unified automation platform offered by Lever AI, Inc. dba Forge. The core product is Forge Runbooks — natural language automations that transform standard operating procedures (SOPs) into living automation. Unlike traditional AI agents, Forge runbooks deterministically follow SOPs without deviation, ensuring consistent process execution every time. The platform is designed for scale to handle volume spikes and seasonality, with use cases covering EDD/KYC, dispute resolution, customer due diligence, and anti-money laundering for Fortune 500 enterprises.

Differentiator

Problem solved

Functional benefit

Products and services

• Forge Runbooks Natural language automation runbooks that transform standard operating procedures into deterministic, executable automations for enterprise mission-critical processes. The product navigates internal tools, calls APIs, extracts form data, generates tables, clicks buttons, takes screenshots, and types into forms across enterprise systems, and is sold via subscription to enterprise customers such as Fortune 500 financial institutions.

Quantifiable outcome

• 70% of highest-volume compliance workflow automated
• +7 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature4 records

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• WorkFusion: AI-native process automation vendor with deep financial-services compliance focus (KYC, AML, sanctions), directly competing with Forge in automating regulated back-office workflows using AI agents and digital workers.
• Hyperscience: Intelligent document processing and automation vendor used by banks, insurers and government to extract data from forms and run downstream workflows — directly comparable to Forge's data-extraction + multi-tool execution approach.
• ABBYY: Document AI and process intelligence vendor with strong financial-services presence; overlaps with Forge on extracting structured data from forms and connecting it into downstream compliance workflows.
• Camunda: Process orchestration and workflow automation platform with an enterprise, regulated-customer base, positioning around deterministic, auditable process execution — the same wedge Forge targets.

Broad incumbents

• UiPath: Leading enterprise RPA platform rapidly adding AI-driven, natural-language automation capabilities. Already deeply embedded in financial-services back-office automations, overlapping with Forge on cross-tool workflow execution.
• Automation Anywhere: Cloud-native RPA and process automation incumbent with AI agents and document automation features, selling to similar Fortune 500 financial institution buyers as Forge.
• Appian: Low-code process automation and case-management platform with a regulated-industry focus (financial services, government), competing for the same SOP-to-automation use cases as Forge.
• Blue Prism: Enterprise RPA incumbent now part of SS&C, widely deployed at large banks and insurers; competes with Forge for automatable, rules-driven back-office processes.
• Celonis: Process mining and execution leader used heavily by large enterprises to discover and operationalize automations, increasingly competing for the same 'standardize operations' budget as Forge.

Emerging players

• Skan AI: Process intelligence and AI-led automation vendor observing human work to identify automation opportunities, overlapping with Forge's compliance and operations use cases in financial services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/poetictechnologies
• Xx.com/poetichq

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

Investors5 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Forge