Everything you've built, in one place. Each card shows the tool and what you can do with it.
Tap any card to open its dashboard. As you build more, new cards appear here.
Browse the shelves — ready-made tools to pull in and make yours. Or just ask for what you want.
Drop anything into your Forge Inbox from your phone while you're out — a voice memo, a card photo, a stray thought. At sit-down, one sweep reads the pile, files each piece where it belongs, and empties the box.
What you can do
Steven's private-fund capital-call and distribution notices pile up in his folder as PDFs, and nobody has a single view of what's going out against what's coming in. This reads that folder and lays out one page: every call and distribution in date order, with the fund, the entity, the amount, and how many days away it is. Each entity gets its own running cash position, since a distribution landing in one entity's account never covers a call drawn on another — so "can we cover next month's calls" gets answered by a color, not by Steven doing the arithmetic in his head.
What you can do
Every time the family buys a piece — a painting, a sculpture, an antique — drop its paperwork in (the gallery invoice, the transport bill, an appraisal or two, any provenance letter) and get one clean entry in the collection register: the artist, what it is, where it lives, which entity owns it, what you paid, the latest appraised value, and where it came from. It copies the appraised value exactly as the document states it and names that document — it never sets, estimates, or guesses a value. The whole collection lays out on one page, grouped by where each piece lives.
What you can do
Each renewal season, point it at the stack of policy dec pages the carriers send, and it reads every one into a single clean schedule — carrier, policy number, what's insured, the limits, the premium, and the renewal date. It flags two things for you to eyeball, never as advice: any policy renewing within 60 days so nothing lapses, and any spot where the insured value has drifted from the appraised value on file. It never touches your originals.
What you can do
Every tax season, point it at the partnership K-1s you've received plus your expected roster, and it hands back a filled-in tracker (who issued it, which entity it's for, when it arrived, the states, and whether it's amended), a still-missing list, and a renamed handoff pack ready for your CPA. It never touches your originals and never sends — you send the pack.
What you can do
Every month, hand it the two cash files that never agree — the custodian bank's and your general ledger's — and it lines them up, greens every line that matches, and hands back a clean list of the ones that don't: an entry the books missed, a wrong amount, a date that's off, a possible double. It only prepares and flags — it never changes a number or touches the books; you check each one and decide. Each month is saved under its own dated close.
What you can do
Hand over a council meeting — a recording or a transcript — and get back three drafts: clean minutes in your house format, an owes-list of who owes what by when, and a draft agenda for next time. Each meeting becomes its own folder, and a standing board carries the open items forward across meetings.
What you can do
Every other tool here answers one desk's question. This one answers the ones that live between them — the questions no single folder can, because the answer is spread across all of them. Ask what the office owes anybody in the next sixty days and it merges the council's action items, the capital calls, the insurance renewals and the K-1 chase onto one page, in date order, each line saying which tool it came from. Ask for everything on one entity and it pulls that entity out of every folder at once. Ask what's missing and it checks what your own records say should be here against what actually is. It reads everything and changes nothing.
What you can do
Drop in the messy folder of confirmations for a trip — the private jet, the flights, the car services, the hotel, the restaurant reservations, and the long forwarded email chain — and get back one clean, day-by-day dossier you can print or pull up on your phone, with the principals' standing travel preferences already worked in. Across the top it flags anything that needs a person's eyes: a booking that clashes with a preference, a night with no hotel, a day the email chain and a confirmation disagree on. It flags what to check; it never rebooks or sends anything.
What you can do
Drop a drawer full of mystery documents into the vault inbox and get back one clean plan: for every file, what it actually is, a standardized name, which cabinet folder it belongs in, its document type, and how long to keep it. It hands over the whole plan first and moves nothing until you say go. Duplicates and files it couldn't read are flagged for you to decide, never deleted.
What you can do
Move things here when you don't want to use them anymore. Nothing is deleted — just say "put it in the attic", and "bring it down" whenever you want it back.