Folio Features
Everything built into Folio.
Start with the core. Expand as you grow. Every feature is designed to work together — not as a patchwork of separate tools.
Live in Folio today
Transaction Engine
TruePost
Accounting logic that actually works.
TruePost is the double-entry accounting engine at the core of Folio. Every transaction — whether entered manually, imported from a bank feed, or scanned from a receipt — runs through TruePost and is posted against a real ledger automatically.
- Full double-entry accounting built in — no plugin required
- Real-time ledger updates across every workspace
- Bank-reconciliation ready — always in balance
- Complete audit trail on every entry and every change
- Supports both personal and enterprise workspaces
TruePost
Transaction Engine
AI Receipt Processing
TrueReceipt
Point. Scan. Done.
TrueReceipt uses AI to read, categorize, and match receipts to the right transaction. Stop keying in receipts by hand. Stop hunting through your email for attachments. Point your camera, and TrueReceipt handles the rest.
- AI-powered OCR — reads handwritten and printed receipts
- Automatic category suggestion based on vendor and amount
- Matches receipts to existing transactions or creates new ones
- Stores original receipt image in Vault for audit trail
- Works from mobile camera or file upload
TrueReceipt
AI Receipt Processing
File Management
Vault
Every file. Always findable.
Vault is the document layer inside Folio. Attach files to any transaction, entity, or workspace. Receipts, contracts, invoices, statements — everything lives where it belongs, organized by the structure of your business.
- Attach files to transactions, workspaces, or entities
- Automatic receipt storage from TrueReceipt
- Search across all attached documents
- Full version history on every file
- Shared access controls — right people, right documents
Vault
File Management
Entity Management
Multi-Entity Workspaces
One login. Every entity.
Folio supports both personal and enterprise workspace types. Manage your personal finances alongside multiple LLCs, partnerships, or corporations — all from a single login. Switch between entities instantly without losing context or confusing accounts.
- Personal and enterprise workspace types
- Instant context switching between entities
- Separate ledgers, separate data — clean at all times
- Unified dashboard showing totals across all entities
- Role-based access per workspace
Multi-Entity Workspaces
Entity Management
CPA & Advisor Access
Accountant Portal
Give your CPA exactly what they need — nothing they don't.
Invite your accountant directly into Folio with a dedicated portal. Assign read-only or full access per workspace. Your CPA gets a clean view of the financials they need, without seeing unrelated entities or gaining admin permissions.
- Dedicated accountant login — separate from your credentials
- Read-only or full access per workspace
- Accountant sees only what they're assigned
- Activity log tracks all accountant actions
- Available on Studio, Atlas, and Sovereign plans
Accountant Portal
CPA & Advisor Access
Reporting & Insights
Real-Time Dashboards
Numbers that actually tell you something.
Folio dashboards update in real time as transactions post. Track revenue, expenses, and balances across every workspace. Run reports by entity, date range, or category — and export them whenever your CPA or business partner needs a snapshot.
- Live totals — updates as transactions post
- Multi-entity consolidated view
- Revenue, expense, and balance trend charts
- Filterable by workspace, category, and date range
- Exportable reports for your accountant or partners
Real-Time Dashboards
Reporting & Insights
What's coming to Folio
These features are in development and will activate directly inside Folio — no new tools, no separate logins.
Investment Tracking
Vista
The full portfolio picture.
Vista tracks holdings across asset classes — equities, real estate, private investments, and more. See your total net worth and portfolio allocation alongside your business financials, all inside Folio.
- Track equities, funds, real estate, and alternatives
- Portfolio allocation and performance over time
- Net worth view combining investments and business equity
- Integrates with Folio workspaces for a unified picture
- Automated valuation updates where available
Lending Management
Bridge
Manage loans from both sides.
Bridge handles loan management whether you're the borrower or the lender. Track amortization schedules, interest accruals, payment history, and outstanding balances — and keep them in sync with the rest of your Folio books.
- Borrower and lender views in a single tool
- Amortization schedules with automatic interest accrual
- Payment tracking against outstanding principal
- Direct integration with TruePost for journal entries
- Great for private lending, seller financing, and business lines
Inventory Management
Cache
Real-time stock visibility across every location.
Cache gives product-based businesses a real inventory layer inside Folio. Track stock levels, cost of goods, and reorder points — all tied directly to your financial transactions so your books are always accurate.
- Multi-location inventory tracking
- COGS automatically posted through TruePost
- Reorder point alerts and low stock notifications
- Purchase order and receiving workflow
- Built for retail, wholesale, and manufacturing
Payroll Management
Stub
Full-cycle payroll for businesses that need it done right.
Stub handles payroll end to end — from employee setup and pay period calculation to tax withholdings and direct deposit. Payroll entries post automatically through TruePost so your books are never out of sync.
- Full-cycle payroll for W-2 employees and 1099 contractors
- Federal and state tax withholding calculations
- Direct deposit support
- Automatic TruePost journal entries for every pay run
- Employee self-service for pay stubs and W-2s
Mileage Tracking
Roam
Stop leaving deductions on the table.
Roam logs business mileage automatically or manually. Every trip is categorized, stored, and ready to export at tax time. For business owners and self-employed individuals, Roam ensures every deductible mile is captured.
- Automatic trip detection via mobile
- Manual trip entry for quick logging
- Business vs. personal trip classification
- IRS-standard mileage rate calculations
- Exportable log for tax preparation
All features activate inside Folio — no separate apps, no new logins, no re-learning.
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