Forge is a structured workspace platform for running AI agents on real business processes. Custom workflows per client, dashboards that reflect the actual business, agents that handle the repeatable bits — replacing the fragmented SaaS sprawl most small to medium businesses accumulate by accident. It's the engine behind every Intelligent Operations engagement, and it's available on its own.
Forge isn't a chatbot bolted onto your CRM. It's an actual workspace your team and the AI agents share — the agents read from it, write to it, and act on it under guardrails you set.
Quoting, invoicing, project tracking, tender intake, application certification — the workflows your business actually runs. Forge holds the structure; AI agents execute against it.
Margin per project. Pipeline by stage. Application vs certification gap. The numbers your business actually needs — pulled live from Xero, your databases, and the workflows above.
Tender intake. Invoice coding. Quote chase. Document drafting. Each agent has a defined job, logs everything it does, and has a kill switch. Not "an AI" doing your business — specific tools doing specific tasks.
Replaces the sprawl of half-used SaaS subscriptions and disconnected spreadsheets. Context doesn't reset between months — Forge remembers what your business looks like, so every cycle compounds on the last.
Most clients meet Forge through an Intelligent Operations engagement — it's how we deliver. But Forge stands on its own too, for businesses with internal capability who want the platform without the consultancy.
You sign up for one of our retainers (Pilot, Standard, Embedded, or Bespoke) and Forge comes with it. We design the workflows, build the agents, and run the cycles. You see the dashboards, sign off the work, focus on running your business. Forge access is included in the retainer.
You've got the operational capability internally and just want the platform. We set up your workspace, design the initial workflows with you, then hand over for your team to run. Optional ongoing platform support.
Each is scoped tightly, documented, and under a kill switch. None of them try to be the whole business — they each do one job, well.
Reads incoming tender documents, extracts key requirements, drafts a response shell, flags gaps the team needs to fill. Built on Forge for an M&E contractor.
Reads supplier bills (PDF and email), codes them in Xero against the right project, queues for human approval. ~94% accuracy on a typical small business's bills.
Polite, scheduled follow-ups on outstanding quotes. Each follow-up is logged, varied per recipient, and stops when the deal closes or the prospect responds.
By 2024 it was obvious AI could do real work for small to medium businesses — but the available tools were either chatbots dressed up, or enterprise platforms costing what an SMB makes in a quarter. Neither fit how we needed to deliver.
So we built Forge: a workspace structured the way operations actually work, with AI agents as first-class citizens. It's what makes a £2,000 monthly retainer deliver more than a £15,000 traditional consulting engagement — same operator, faster delivery, persistent context.
It's not a SaaS product in the venture sense. We don't have a marketing site full of feature checklists, and we're not chasing volume. Each Forge workspace is configured specifically for the business that uses it.
Most users will meet Forge through an Intelligent Operations engagement — but the platform stands on its own, and we're happy to talk to in-house teams who want it without the consulting layer.
Tell us what you're trying to fix. We'll show you whether Forge is the right tool for it — or whether something off-the-shelf would do.