FinForge Pro
The advanced next-generation upgrade of our RPA platform — rebuilt on Django 5.2 with a full visual BPM layer: workflows, approvals, smart reconciliation, browser RPA, and SLA analytics. 8 apps - 131 tests.
Features
- Visual process canvas — drag-to-reorder workflow designer
- 8 workflow step types: run_job, reconcile, notify, condition, approval, wait, webhook, set_var
- One-click process templates for common finance processes
- Conditional branching based on earlier step output
- Human approval gates with a dedicated approvals queue
- Process Insights — run analytics & SLA timing (success rate, P95, slowest runs, per-step)
- Cron-based scheduled workflow triggers
- Live run timeline with real-time step status
- Market Trade File (MTF) processing: CSV, JSON, XML, custom — with SHA-256 deduplication
- Playwright browser RPA engine with screenshot capture
- 4-strategy reconciliation (Exact, Fuzzy, Tolerance, Composite) with Excel export
- Celery async job orchestration with scheduling, retries, timeouts
- Real-time dashboard with ApexCharts and WebSocket live stats
- Multi-channel alerts: Email, Slack, PagerDuty, in-app
- Market data feeds via REST and FIX protocol connectors
- Full audit trail (user, timestamp, IP, description)
- Strict nonce-based Content-Security-Policy
- Fully self-hosted assets — no CDNs
- REST API with token auth + WebSockets
- Docker Compose stack (PostgreSQL, Redis, Celery, Playwright)
- 131 automated tests (pytest)
Technical Specifications
| Version | 1.0.0 |
|---|---|
| System Requirements | Python 3.12+ (developed on 3.13) |
| File Size | 1.1 MB |
| Download Limit | 3 downloads per purchase |
| License Required | Yes |
FinForge Pro — a major leap beyond the previous generation
FinForge Pro is the advanced, modernized successor to our original RPA platform. Where the
previous generation simply ran scripts on a schedule, FinForge adds a complete Business Process
Automation (BPM) layer on top of automation — so individual jobs become governed, auditable,
human-aware business processes. It is rebuilt from the ground up on Django 5.2 LTS,
Tailwind v4, htmx, and vanilla JS, with strict nonce-based CSP and fully self-hosted assets
(no CDNs).
Automate your entire financial operations pipeline — from file ingestion to reconciliation to
real-time alerting — in one powerful platform.
Beyond RPA — what makes this version more advanced
| Capability | Basic RPA / job runner (previous generation) | FinForge Pro |
|---|---|---|
| Run a scripted task | Yes | Yes |
| Schedule & retry | Yes | Yes |
| Chain steps into one process | No | Yes — 8 step types |
| Visual process designer | No | Yes — drag-to-reorder canvas |
| Conditional branching | No | Yes |
| Human approval gates | No | Yes — dedicated approvals queue |
| Reusable process templates | No | Yes — one-click |
| SLA & run analytics | No | Yes — P95 timing, slowest runs, per-step |
| Full audit trail | Partial | Yes — every action, user, time, IP |
Key Features
Core Automation
- Market Trade File Processing — ingest, validate, and parse MTF files (CSV, JSON, XML, custom) from SFTP, S3, or manual upload with SHA-256 deduplication
- Browser RPA Engine — Playwright-powered automation for financial portals: login, upload, place trades, download reports with screenshot capture
- Smart Reconciliation — 4-strategy matching engine (Exact, Fuzzy, Tolerance, Composite) with discrepancy tracking, resolution, and Excel export
- Job Orchestration — Celery-powered async execution with scheduling, retries, timeouts, and step-by-step timeline tracking
Workflows & BPM (the advanced layer)
- Visual Process Canvas — drag-to-reorder designer that renders your workflow as a connected flow diagram
- 8 Step Types —
run_job,reconcile,notify,condition,approval,wait,webhook,set_var - Process Templates — launch ready-made finance processes in one click
- Conditional Branching — stop or branch a run based on earlier step output
- Scheduled Triggers — cron-based scheduling kicks off workflows automatically
- Live Run Timeline — watch each run advance step-by-step in real time
- Human-Approval Gates — a dedicated Approvals queue pauses processes for manual sign-off
Process Intelligence & Monitoring
- Process Insights — run analytics and SLA timing: success rate, average and P95 duration, slowest-run outliers, time-by-step-type, and per-workflow performance
- Real-Time Dashboard — interactive ApexCharts (job trends, MTF volumes, match rates, discrepancy breakdown), live stat cards with WebSocket refresh
- Multi-Channel Alerts — Email, Slack, PagerDuty, and in-app notifications with thresholds and cooldown
- Market Data Feeds — REST API and FIX protocol connectors for price data and trade enrichment
- Prometheus Metrics — production-ready
/metrics/endpoint for Grafana
Enterprise Grade
- Full Audit Trail — every action logged with user, timestamp, IP, and description
- Secure Credentials — environment-variable references only, never plaintext
- Strict Content-Security-Policy — nonce-based CSP via django-csp; no
unsafe-inline, nounsafe-eval - Self-Hosted Assets — Tailwind CSS, bootstrap-icons font, htmx, and ApexCharts all bundled; no CDN calls
- Docker Ready — full Docker Compose stack with PostgreSQL, Redis, Celery, and Playwright
What's Included
- Full source code — 8 Django apps (core, jobs, mtf, rpa, reconciliation, marketdata, workflows, notifications)
- REST API + WebSockets + the visual Workflow/BPM engine
- 131 automated tests (pytest)
- Docker Compose deployment, demo data, and complete documentation (README, INSTALLATION, DEPLOYMENT, CHANGELOG)
- 6 months of updates and email support
Tech Stack
Django 5.2 LTS · Python 3.12+ · DRF · Django Channels · Celery + Redis · Playwright · PostgreSQL ·
Tailwind CSS v4 · htmx · vanilla JS · ApexCharts v5 (self-hosted) · strict nonce-based CSP · Docker
All front-end assets are self-hosted — no CDNs. No Bootstrap, no Alpine, no jQuery.