Integrations
Forest Systems
Sync cash and investment data between Forest, a comprehensive double-entry general ledger, and Addepar. Transactions are seamlessly created, updated, and deleted in Addepar when saved via Forest. Retrieve investment data from Addepar back to Forest and create double-entry transactions.
Accounting for Family Offices |
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3 Sets of Books |
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Mock Tax Schedules |
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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration Guide
Getting Started
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
Create an Addepar user for the integration
Request the integration from Forest Systems
The integration requires an active license of Forest Systems.
Establish the integration in Forest Connect
Map Addepar investments to Forest accounts.
What does the Forest Systems + Addepar integration enable?
It allows clients to sync investment and cash data between Forest and Addepar seamlessly. Eliminating duplicate transaction entry and leveraging double-entry accounting to maximize efficiency.
How is data transferred between Forest and Addepar?
Data flows through secure APIs using encrypted channels. Users create transactions in Forest in double-entry format. Forest identifies accounts related to the integrations and sends data to Addepar for transactions to be created within seconds.
What types of accounting does the integration support?
The integration only transfers data for identified cash and investment accounts for all types of entities, regardless of ownership structure. Leaving Forest to focus on all kinds of accounting. From principal & income to partnership accounting, Forest is flexible enough to handle all types of accounting.
What kind of support is available for setup and ongoing use?
Forest provides a dedicated implementation team for onboarding and offers ongoing technical support, training resources, and a knowledge hub.