ForgeSuite (TaiTools)

Custom Excel Automation Built for Your Financial Operations

ForgeSuite is a fully customizable Excel add-in platform designed for accounting, payroll, and HR professionals who need powerful automation tailored to their specific business processes.

Important: This listing represents a custom ForgeSuite implementation built for a specific organization. If you're interested in a ForgeSuite solution tailored to your company's workflows, please contact Prairie Forge at connect@prairieforge.ai to discuss your requirements.

Who Benefits from ForgeSuite?

• Accounting & Finance Teams - Automate complex financial workflows, GL mappings, and reporting processes
• Payroll Administrators - Process payroll faster with intelligent data validation and automatic error checking
• HR Professionals - Track PTO accruals, manage employee benefits, and maintain accurate historical records
• Small to Mid-Size Businesses - Get enterprise-level automation customized to your unique processes

Example Modules in ForgeSuite Implementations

Payroll Recorder: Import payroll data from any source, automatically map columns based on your file structure, validate entries against your business rules, and generate reports formatted for your accounting system. Built-in validation catches errors before they become costly mistakes.

PTO Accrual Tracker: Calculate employee PTO balances automatically based on your company's specific accrual policies. Track accruals, usage, carryovers, and adjustments while generating audit-ready reports with a single click.

Additional Modules: ForgeSuite implementations can include expense tracking, time sheet processing, benefits administration, vendor payment workflows, and more—built specifically around your business requirements.

Key Features

• Intelligent Column Mapping - ForgeSuite learns your data structure and automatically maps columns for future imports, eliminating repetitive setup
• Smart Data Validation - Built-in checks alert you to potential issues without blocking your workflow, acting as informational quality control
• Archive & Historical Tracking - Maintain complete audit trails with automatic archiving and period-over-period reporting capabilities
• Ada AI Assistant - Get instant help with questions, troubleshooting, and data analysis powered by Claude AI (currently in beta)
• 100% Customizable Workflows - Each module is designed around your specific processes, calculations, and business rules
• Secure Email Authorization - Email-based access control ensures only authorized team members can use the add-in
• Configuration Memory - Your settings, mappings, and preferences are saved automatically, making recurring tasks faster with each use

How ForgeSuite Works

ForgeSuite uses a modular architecture with a central Module Selector as your hub. Launch the add-in from your Excel ribbon to access all available modules built for your organization. Each module guides you through a structured workflow: configure period settings, import or enter data, review and validate results, export formatted outputs, and archive when complete. Your configuration is preserved across periods, so monthly or weekly tasks become increasingly efficient.

The ForgeSuite Advantage: True Customization

Unlike off-the-shelf software that forces you to adapt to its limitations, ForgeSuite is built specifically for your organization. The modules, calculations, validations, and reports you see are designed around your actual business requirements—not generic templates. Your payroll structure is unique? We build for it. Your PTO policy has complex rules? We code them. Your GL mappings need specific logic? We implement it.

As your business evolves, ForgeSuite grows with you. Need a new module? We can add it. Process changed? We can modify workflows. New compliance requirement? We can build it in. You maintain one familiar Excel environment while your automation capabilities expand.

Data Privacy & Security

Your sensitive business data stays exactly where it belongs—in your Excel workbooks within your Microsoft 365 environment. ForgeSuite does not collect, store, or access your underlying financial data, payroll details, or employee records. We only store non-sensitive configuration data (such as column mappings, GL account structures, and workflow settings) to improve efficiency and reduce repetitive setup.

All data transmission uses industry-standard encryption. Access is controlled through email-based authorization, ensuring only approved team members can use the add-in. Read our complete privacy policy for full details.

Support & Implementation

Every ForgeSuite implementation includes:

• Dedicated onboarding and training for your team
• Comprehensive documentation specific to your modules
• Ada AI assistant for instant in-app help
• Ongoing support (terms specified in your agreement)
• Direct access to Prairie Forge via connect@prairieforge.ai

System Requirements

• Microsoft Excel 2016 or later (Windows, Mac, or Excel Online)
• Active internet connection for add-in functionality and authorization
• Microsoft 365 account for email-based user authorization
• Authorized email address registered with Prairie Forge

Getting ForgeSuite for Your Organization

This listing represents a custom implementation for a specific customer. If you're interested in ForgeSuite automation tailored to your organization's workflows, contact Prairie Forge to discuss your requirements:

• Email: connect@prairieforge.ai
• Website: prairieforge.ai
• Support: prairieforge.ai/support/forgesuite-addins

Transform your Excel workflows from manual and error-prone to automated and reliable. ForgeSuite brings enterprise-grade, custom-built automation to your existing spreadsheets.