Creating the agentic back office with Claude for Forge

Data Solutions

Challenge

Forge's operational data spread across disconnected systems of record, making invoicing especially painful given multiple billable components split across different entities
Since late 2025, Forge has been building a unified system of record with Claude, with the goal of extending it to run all back-office functions
The end state: a fully agentic system of record with no manual touches, giving each Forge employee their own editable dashboard to manage their workflows

Proxet partnered with Forge to redesign its core business processes with Claude — building a solution that is both powered by Claude and managed by Claude
Proxet engineers help Forge teams record existing workflows (screen activity, code, and process steps) using a mix of AI tools, then feed that data to Claude for comparative analysis and edge-case discovery
Claude analyzes the workflow alongside systems of record, PDFs, and email threads, then produces a presentation of identified edge cases for the team to review together
After each discussion, Claude studies the transcript and revises its workflow logic to incorporate the edge cases the team surfaced
Once finalized, Claude and Slack workflows take full ownership of executing the business process
Proxet and Forge are repeating this pattern process by process — starting with invoicing and expanding to payroll and beyond

Claude maps and formalizes business processes 8x faster than a manual approach, saving a minimum of 65–90 hours per process
Invoice workflows alone have saved Forge over 230 hours since June, running end-to-end through Claude
Back-office pain points are being systematically removed, freeing employees to focus on judgment work and reporting rather than manual processing
Invoice processing is live in production today, with a roadmap to bring all back-office functions online by mid-2027
Human involvement is now reserved for edge-case determination and key review checkpoints — not routine execution

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