Efficient
Eliminate duplicate entry between systems and free teams to focus on higher-value work.
Our Partners
Seeing the “forest” and the “trees” takes a team. Our work is made possible by a network of strategic partners and trusted collaborators. These partners share our values, complement our expertise, and help us deliver exceptional results for our clients.
Meaningful Partnerships Create Meaningful Outcomes
At Forest Systems, we collaborate with a diverse network of innovators to help us build smarter, more intuitive solutions. This includes:
Data Aggregation Partners
CPA Firms
Fintech Providers
Our Partners Reflect Our Values
Integrity and professionalism aren't just words to us — they're the foundation of every relationship we build. That's why we work exclusively with partners who share those values and have been personally vetted by our team.
Select partner to explore:
Partner Spotlight · Addepar
Unified
Connect Forest accounting and Addepar investments for clearer, near real-time insight.
Secure
OAuth-based access and permissions through Forest Connect keep sensitive data protected.
At a Glance
- Reduce redundant data entry across platforms.
- Roll out features in phases—start with transactions, expand to entities and alts.
- Get comprehensive, cross-platform reporting without extra manual effort.
- Connect via OAuth with licensed users through Forest Connect.
- Map real-world entity structures flexibly to fit your ownership complexity.
Ready to unify Forest and Addepar?
See how the integration saves time, reduces risk, and clarifies reporting.
Partner Spotlight · Summitas
Summitas is a secure, branded client portal and digital vault platform built to simplify operations, centralize communications, and protect sensitive financial data across devices and stakeholders. When combined with Forest Systems, a purpose-built financial reporting platform designed for multi-entity family offices, the integration delivers an automated, unified back-office solution that drastically improves clarity, efficiency, and security.
Reports generated in Forest flow directly into Summitas’ secure portals without manual handoffs, enabling real-time access, notifications, file sharing, e-signature, and seamless messaging—all within a branded, user-friendly environment.
The result? Family offices gain a streamlined, compliant, and scalable system that delivers control, confidence, and a modern client experience.
By combining their cutting-edge accounting solutions with our secure platform, we're able to offer high-net-worth families and their trusted firms an unmatched blend of protection, simplicity, and sophistication.
Dan Gregerson
Chairman and CEO of Summitas
Partner Spotlight · Stellar
Empower your financial team with the precision of Forest Systems' accounting and the predictive power of Stellar's Generative AI.
Key Integration Highlights
- AI-Powered Reporting: Use Stellar's LLM capabilities to automatically generate monthly commentary and executive summaries directly from Forest View data.
- Secure “Airlock” Intelligence: Leverage Stellar Airlock to ensure all AI queries remain within a private, SOC2-compliant environment, protecting sensitive family office data.
- Predictive Forecasting: Move beyond historical reporting. Use machine learning to model cash flow scenarios and tax implications based on real-time Forest Systems data.
The integration combines Forest Systems' SOC2-certified infrastructure with Stellar's secure LLM orchestration, ensuring that no proprietary financial data is ever used to train public AI models.
In the world of high-net-worth accounting, data privacy isn't negotiable. This partnership brings together Forest's robust accounting architecture and Stellar's ‘Airlock’ technology, ensuring that firms can leverage the cutting edge of AI while maintaining total control over their proprietary information.
Brett Flinchum
CEO of Stellar
Partner Spotlight · Bill.com
Efficient
Automate AP/AR workflows and eliminate manual data entry between systems—so your team can focus on strategic work, not processing payments.
Connected
Sync Bill.com payment activity directly into Forest, ensuring your financials reflect real-time cash movement and operational activity.
Controlled
Maintain full visibility and approval control with secure, role-based access across both platforms.
At a Glance
- Streamline accounts payable and receivable workflows end-to-end.
- Eliminate duplicate entry between Bill.com and Forest.
- Sync payments, invoices, and approvals in near real time.
- Maintain strong internal controls with configurable approval workflows.
- Improve visibility into cash flow and payment status across entities.
Ready to connect Forest and Bill.com?
Modernize your AP/AR operations and keep your financials in sync automatically.
Trusted Partners with Industry Leaders
Interested in Partnering?
If you are a forward-thinking, values-driven firm, we'd love to connect! We are always excited to talk with potential partners who share our commitment to clarity, integrity, and results.