
Forge BI
AI-powered business intelligence for startups. Financial insights via natural language.
Plaid pulls transaction data into a Prisma-modeled financial schema (accounts, transactions, derived metrics). The AI Chat layer is a Vercel AI SDK orchestration that translates natural-language questions into typed queries over that schema, then renders charts/tables inline. Goals are background-evaluated against the same data — no manual reconciliation step. Eight years of healthcare finance taught me which questions founders actually ask, so the schema and prompt scaffolding are tuned for variance analysis and runway over generic BI.
- 1 schema, 3 surfacesPlaid bank sync, AI chat, and auto-tracked goals all share one Prisma data model. No reporting DB, no ETL.
- 8 yrs domain DNATables named in analyst language (variance, runway, burn) so the AI reasons in the user's vocabulary, not generic BI.





