Match the profileAdd the current roleAdd education, skills
Ready to dialExample
Jordan ExampleCFO · Example Co
Still at Example CoCurrent
Example UniversityEducation
Team leadership, B2BSkills
Right person
Built for reaching finance leaders
A selection of teams in financial services & fintech using Forager for person enrichment · plus other teams in financial services & fintechA selection of teams using Forager
QuruAI
For financial services & fintech teams
The job
Let an AR-automation platform locate the AP or finance contact at a debtor so collections don't stall.
When
An invoice bounces, has no billing contact, or the billing contact has left.
Outcome
Faster collections and lower DSO without finance staff hunting for contacts.
When to use it: Weekly sourcing run, or a notable operator at a target company leaves their role.
Show the steps
Search new founder roles with POST /person_role_search/ (role_title: founder OR co-founder, person_headline: stealth, role_position_start_date in the last 90 days)
Read prior roles and education with POST /person_detail_lookup/ to score fit with the fund thesis
Fetch a personal email via POST /person_contacts_lookup/personal_emails/, since a stealth company has no domain yet
Add the founder to the fund's CRM with the source and a suggested partner
Who evaluates person enrichment at financial services & fintech teams, and what they are judged on
Product manager who owns the enrichment feature: judged on what users see when they open a record
Engineering lead integrating the API: judged on response time and errors they can route on
Partnerships or data lead managing vendors: judged on cost per valid result
A selection of teams in financial services & fintech using Forager for person enrichment · plus other teams in financial services & fintechA selection of teams using Forager
Clay
GTM workflow builders
Selected use case: Forager mobile numbers, emails and people data inside Clay tables.
Juicebox
AI candidate sourcing
Selected use case: Forager data behind its PeopleGPT search and sourcing agents.
Nooks
Power & parallel dialers
Selected use case: mobile numbers inside their dialer.
Selected use case: enriching contact and company records with people, company and job-posting data.
Dynasty Financial Partners
Internal use
Firm that helps financial advisors build and grow independent practices.
Monk
Embedded in a platform
Accounts-receivable automation platform for scaling B2B companies.
QuruAI
VC & PE research
Expert-research platform that matches a research thesis to operators and practitioners for AI-led interviews.
“Forager leads in accuracy across all regions, Forager's dual strength in accuracy and volume makes it a powerhouse for sales teams that are targeting businesses around the globe.”
ClayStefan K.Data Partnerships
800M+people
65M+companies
How to test it
Test person enrichment on your own sample
Pull a sample. Take profiles your users looked up last week.
Run it. Use a self-serve key, or book a demo and send us the list.
Measure what your users feel. Connect rate for mobiles, bounces for emails, and whether the right person answers.
How do financial services and fintech companies use Forager person enrichment?
⌄
Let an AR-automation platform locate the AP or finance contact at a debtor so collections don't stall. A full professional profile for a person from a LinkedIn URL, email or phone: experience, education, skills and contact channels. This page walks through 3 workflows with the exact steps.
What does person enrichment cost for financial services and fintech companies?
⌄
Person enrichment: 1 credit per request, charged whether or not data comes back. 1,000 person enrichments use 1,000 credits: about $13 of Starter credits month to month, or about $10 on Pro with yearly billing. Self-serve plans are Starter, Growth, Pro and Scale. See plans and prices
Which financial services and fintech workflows use person enrichment?
⌄
Find the right accounts-payable contact when an invoice has no billing contact, turn new company incorporations into contactable founders and reach stealth-mode founders before they announce. Each is on this page with its trigger, steps and outcome.
How do I find accounts payable contact at a company?
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Check the existing contact's role with POST /person_detail_lookup/ (role_is_current). Search AP/finance roles at the debtor with POST /person_role_search/ (organization_domains, role_title "accounts payable" OR controller).
What do I send, and what comes back?
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You send fund thesis keywords, current billing contact and date window. You get back AP contact, current leadership team, event URL and date and founder background, from POST /person_detail_lookup/, as JSON.
Am I charged when nothing is found?
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Yes. Person enrichment is charged per request, whether or not data comes back. Only mobile and email lookups are free when nothing is found, so try your inputs on a small run before you scale.
Is there a free way to try Forager?
⌄
Yes. Create a free account at app.forager.ai: it comes with $5 in free credits and an API key, and there is no credit card to sign up. Run it on records you already know, or book a demo and send us a list: we run it and show you what we find.
How can an accountancy firm reach newly incorporated companies?
⌄
Pull new incorporations and director names from the public register. Fetch personal_email and mobile (new companies rarely have a work domain).
How do you check data quality?
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The test that counts is your own: send a list of profiles you care about. We run it and show you what we find, number by number, so you can measure hit rate and connect rate yourself.
How is person enrichment different from scraping profiles myself?
⌄
Scraping means running and repairing your own collection pipeline and deciding what to do when a page changes. Person enrichment returns a structured profile (experience, education, skills and contact channels) from one API call, from data Forager licenses and maintains.
Does Forager integrate with the tools we already use?
⌄
Native in Clay, partner-built in Deepline and Cargo and called through the API from Make, n8n and your own code. Everything else connects through the REST API with one API key.
Is there a contract or minimum commitment?
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No contract to start: a free account comes with $5 in credits. To keep using person enrichment, choose a monthly or yearly plan. Monthly plans cancel anytime and unused credits roll over; yearly plans grant all credits upfront and cost 10% less. Larger volumes are agreed with our team.
Written answers are not available right now. The matching pages above still help, or book a demo and ask the team.
