Folio is an AI operations agent that handles client intake, document collection, and routine communication for your accounting or professional services firm — automatically, around the clock.
First 10 firms get 60 days free. No credit card required.
The problem Folio solves
Folio runs three core workflows that eat up your most valuable hours, so you can focus on the work that actually pays.
New prospects get a conversational intake flow that qualifies them and collects everything you need before the first meeting.
Folio knows exactly what documents are missing and sends smart, personalized follow-ups until everything is in.
Handles the 20 most common client questions automatically — deadlines, required documents, payment, status updates.
No IT team. No complex integrations. Just onboard and go.
Answer 10 questions about your practice: services, typical clients, common documents, and your process. Takes about 15 minutes.
Folio sets up your intake form, document checklist, Q&A knowledge base, and email sequences — customized to your firm.
Drop a single line of code on your website, or forward a dedicated email address. Folio starts handling clients immediately.
You get a daily digest of everything Folio handled. Review drafts, approve communications, and spend your time on actual client work.
One plan. Everything included. Cancel anytime.
Monthly
Annual · Best value
Billed as $3,564/year
Pilot program: First 10 firms get 60 days completely free.
Join the waitlist today. First 10 firms get 60 days free.