Forline
FORLINE
The “For:” line for AI payments

Money that knows what it’s for.

Forline connects your AI assistant to money you set aside for each job. It pays only from the right box, only to people you approve, and only within your limits. Every payment carries what it was for, down to the tax line. Your bank account and cards never leave your hands.

Get early access Partner or invest
One connectionWorks with the AI you already use
Every paymentCarries its “For:” line
Anything oddWaits for your OK
Live demo · sample account
Example data, not real funds
AI payment requests
    How it works

    A money order you write once, that your AI spends carefully.

    Today an AI can find your bills, read your invoices, and tell you what is due. It still cannot pay them without handing it your card. Forline closes that gap with money that is already set aside and rules that are already written.

    Load a box

    Move money in from your bank into a box built for one purpose: software, contractors, a rental property, quarterly taxes. Make as many as you need.

    Write the rules

    Name who can be paid, the limit per payment, the limit per month, and what needs your OK. Be as loose or as specific as you want.

    Connect your AI

    Add Forline to Claude, ChatGPT, or any assistant that supports connectors. It reaches the boxes you choose and nothing else, pays on time, and keeps the receipt.

    For AI and software builders

    One connector between AI and money with a purpose.

    Forline is the layer in the middle. Assistants and apps plug in once and get safe, rule bound payments that already know what they were for. No card numbers in prompts, no custom bank integrations, and a clean record on every transaction.

    • list_boxesSee which boxes the user shared and what each allows
    • request_paymentAsk to pay a vendor, with the “for” line attached
    • get_receiptPull the receipt and the rule that approved it
    • tax_reportYear end totals by Schedule C or E line
    // Your AI asks to pay a bill
request_payment({
  box:    "elm-st-duplex",
  payee:  "Ace Plumbing",
  amount: 375.00,
  for:    "Kitchen leak repair, unit B"
})

// Forline answers
{
  status:   "paid",
  rule:     "approved payee, under $800 limit",
  tax_line: "Schedule E, line 14 (repairs)",
  property: "Elm St Duplex",
  receipt:  "stored"
}

    A preview of the planned connector. Names and fields may change before launch.

    Tax tagged from day one

    Your books are done before you ask for them.

    Each box knows what it is for, so every payment lands with its tax category already attached. At year end you hand your preparer a clean report instead of a shoebox. Built by a tax firm that works with traders, real estate investors, and business owners every day.

    PaymentBoxTax lineAmount
    TradingView dataSoftwareSch C · line 27a*$59.95
    Notion workspaceSoftwareSch C · line 18$20.00
    Bookkeeping VAContractorsSch C · line 11$650.00
    City Water, Elm StElm St DuplexSch E · line 17$86.40
    Ace Plumbing, Elm StElm St DuplexSch E · line 14$375.00
    IRS Q4 estimateEstimated TaxesForm 1040‑ES$4,800.00

    *Market data is a business expense for traders who qualify for trader tax status. Sample categories shown; your preparer has the final say on treatment.

    Who it is for

    People with real bills and no time to click through ten portals.

    Business owners

    Software, contractors, ads, and vendors paid on time without living in your inbox.

    • One box per expense type
    • Contractor payments with approval limits
    • Schedule C ready at year end

    Traders

    Data feeds, platforms, prop firm fees, and quarterly estimates handled while you watch the market.

    • Platform and data fees boxed
    • Quarterly estimates set aside early
    • Clean records for trader tax status

    Real estate investors

    A box for every property, so utilities, repairs, and cleaners get paid from the right place.

    • One box per door
    • Vendors approved per property
    • Schedule E by property
    Guardrails

    Your AI gets a budget, not your wallet.

    The safest payment is one that was planned before it was made. Forline is built around limits first.

    Only what you loadedA box can never spend more than its balance. No overdrafts, no credit line.
    Only who you approvedPayees are named in advance. A new vendor is blocked until you add it.
    Limits per payment and per monthAnything over the line waits for your tap to approve.
    A full trailWho asked, what was paid, the receipt, and the rule that allowed it.
    Freeze in one tapLock a single box or every box at once from your phone.
    Bank grade railsBuilt on regulated card and banking partners. Your money is never mixed with ours.
    Partners and investors

    We are building this now. Come build it with us.

    The big networks are building the rails that let AI pay. Forline is the layer on top that knows what each payment was for, in the terms the IRS uses. It starts with a built in audience: the clients of a tax firm that already handles their money questions. We want to hear from three kinds of partners.

    Payment and banking platformsIssuing, accounts, and money movement partners who want a focused small business use case on their rails.
    AI assistants and agent buildersTeams who want their agents to pay bills safely for their users through one connector.
    Early backersAngels and funds who invest in fintech, AI agents, or tax and accounting software.
    Early access

    Get a box before everyone else.

    We are opening Forline to a small first group. Tell us who you are and what you would put in your first box.