Acct. No. 100
Walk into every deadline knowing what’s ready.
Folio shows your whole firm every client, document, and deadline in one place: what’s ready, what’s missing, and what to work on next. No more chasing documents across email, chat, and folders.
Acct. 200 — Sounds familiar?
Your firm’s real bottleneck isn’t the work. It’s knowing whose work you can even start.
Most Philippine bookkeeping and accounting firms lose their hours on coordination, not on the accounting itself: chasing documents, checking who replied, sorting the pile. Every firm we talked to while building this ran some version of the same four systems, and none of them were built for this.
- Viber — Client Group11:47 PM
“Sir, need ko na po yung 2307 ni client bago mag-file tayo bukas 😅”
Chased the night before filing
- Google Sheets — "Tracker 2026 FINAL v3"Untouched since March
“Client column says "complete" but nobody remembers who checked.”
No one trusts the spreadsheet
- Gmail — Sent Mail11:58 PM
“Re: Re: Re: 2307 pa rin po, sir — need namin bago mag-file kami bukas.”
Chased three times, same thread
- Shared Drive — 40 folders deepThis morning
“May duplicate na naman — "Receipts (2)" vs "Receipts FINAL."”
Sorting eats the billable hour
Acct. 300 — How it works
One operating layer, four honest steps.
We’re not asking you to move your books here. Folio sits around your existing accounting system and closes the coordination gap between your firm and your clients.
- No.01
Set up clients & engagements once
Add your clients, assign an accountant or manager, and define the engagement: monthly bookkeeping, quarterly filing, annual audit prep. No re-typing the same client info into three tools.
- No.02
Request documents, and the system tracks the follow-up
Define what's required per engagement (invoices, 2307s, bank statements) and send one request. Folio tracks what's in, what's missing, and what's overdue, so no one has to remember to ask twice.
- No.03
AI sorts the pile, your team confirms it
Uploaded files get classified automatically. Anything the AI isn't confident about is flagged "Needs review" instead of being buried. Your accountants make the final call, always.
- No.04
See readiness at a glance, release work with confidence
One dashboard shows every engagement as Blocked, Needs review, or Ready to start. When it's done, release deliverables straight to the client portal. No more emailing PDFs into the void.
Acct. 400 — Features
Built around how PH firms actually run engagements.
Every feature exists to answer one question faster: what needs my attention right now? AI assists the tedious part. Your licensed staff keep the judgment.
Client & engagement hub
Every client, contact, service, and recurring engagement in one record, not scattered across sheets, drives, and group chats.
Document requests that self-track
Define what's required, send one request, and watch status update as clients upload, instead of manually checking who replied.
AI-assisted classification
Uploaded files are sorted and matched to requirements automatically. Low-confidence results are flagged for review, never auto-approved.
Readiness dashboard
The one screen your firm actually needs: what's blocked, what needs a human look, and what's ready for your accountants to start.
Client portal for deliverables
Release reports, filing summaries, and completed documents to a simple client view. No more "did you get my email" follow-ups.
Role-based workspaces
Owners see everything. Managers see all clients. Accountants see what's assigned to them. Clients see only their own workspace.
Acct. 401 — Where AI fits
Assists your accountants. Never replaces their judgment.
- AI sorts, extracts, and summarizes. It never makes a final accounting, tax, or compliance decision.
- Every AI output is reviewable and correctable by your team before it counts as done.
- AI never contacts your clients on its own. Follow-ups stay under your firm's control.
Acct. 500 — Let’s be direct
The readiness layer around your accounting system.
You already have a bookkeeping tool. Folio doesn’t compete with it. It sits around it, handling the operations work that no ledger was ever designed to do.
Folio is NOT
- Your ledger, chart of accounts, or journal entries
- A replacement for Xero, QuickBooks, or your local system
- A tax filing or BIR e-filing platform
- An ERP or a workflow automation builder
Folio IS
- The layer that decides what your firm works on next
- Where clients actually send their documents
- The one dashboard for what's blocked and what's ready
- The record of who's assigned, what's missing, and what's due
Acct. 600 — Get started
Early access for Philippine firms.
Folio is prelaunch, and we’re onboarding a small cohort with hands-on setup help. We’d rather be honest about that than pad this page with logos we haven’t earned yet. Here’s what you can count on from day one.
15 minutes. Your client list. No slides.
- Founder-led onboarding
- We set up your clients, engagements, and first document requests with you. We don't just hand you a login.
- Your judgment stays yours
- AI sorts and flags. Every final accounting, tax, and compliance call is made by your licensed staff.
- Isolated, secure workspace
- Every firm gets its own workspace. Clients only ever see their own documents, never another firm's.
- Pricing that tracks your book
- Scales with active clients, not headcount. Exact numbers confirmed on the call. No surprise tiers.
Acct. 700 — FAQ