Bookkeeping documents,
extracted, coded & reviewed in seconds.
Folio AI is the document-automation platform built for Canadian accounting firms. Receipts, invoices, handwritten notes, and every CRA tax slip — extracted by AI, coded for QuickBooks, and queued for your team's review. All on infrastructure you control.
From phone photo to QuickBooks bill — one continuous pipeline.
Documents are auto-routed by file type, extracted by your choice of AI provider, scored for confidence, and either auto-published or queued for staff review.
Built for the work Canadian firms actually do.
Beyond receipt capture: full CRA tax slip extraction, a live fixed-asset register, and SR&ED tagging — in one platform, on infrastructure you control.
Every CRA box, extracted & labelled.
T4, T4A, T5, T3, T5008, T5013 and 7 more — every numbered box pulled out individually and exported one row per box, ready for QuickBooks journal import. No re-keying.
CapEx detection & fixed-asset register
AI flags capital expenditures with the right CCA class — Class 50 computers, Class 10 vehicles, Class 12 small tools. Promote to a tracked asset; CCA depreciation schedule with half-year rule and AII phase-out computed on demand. Schedule 8 / T2 worksheet CSV export.
SR&ED tax credit prep, at source.
Eligible expenditures tagged on the invoice. 80% arm's-length subcontractor haircut, 55% Proxy Method overhead, federal ITC at 35% (CCPC) or 15% — all computed with Decimal precision. T661 summary CSV ready for Boast.AI, Neo.Tax, or your consultant.
Live QuickBooks Online sync.
Approved documents post as Bills with the source PDF attached. Per-supplier coding rules learned automatically after 3 consistent approvals. SHA-256 duplicate detection. Confidence-gated auto-publish. Five-attempt retry with exponential backoff.
Multi-provider AI
Claude, GPT-4o, Gemini, or fully local Ollama + TrOCR — zero vendor lock-in. Switch providers per firm or per document type.
Vendor learning loop
Corrections are remembered. Next document from the same vendor is pre-filled — staff edit fewer fields every month.
Full audit trail
Every upload, extraction, edit, approval and sync recorded. Append-only, hash-chain tamper-evident, 7-year S3 Object Lock.
Plugged into the tools your firm already runs.
Live QuickBooks Online today; Xero in Q3 2026. Direct CSV exports for TaxCycle, ProFile, DT Max, Boast.AI, and Neo.Tax.
QuickBooks Online
Live · v1.7OAuth in Settings → Integrations. Approved documents post as Bills, Purchase, VendorCredit, or JournalEntry — source PDF attached, deep link back to QBO.
Coming & available
- XEXeroQ3 2026
- TCTaxCycleCSV — live
- PFProFileCSV — live
- B.AIBoast.AI / Neo.TaxT661 CSV — live
The only platform that prepares books for CCA, GST/HST and SR&ED in one pass.
No cloud competitor offers CCA class assignment, a fixed-asset register, or SR&ED tagging at source — and none keep your client data on infrastructure you control.
| Capability | Folio AI | Dext | AutoEntry | HubDoc |
|---|---|---|---|---|
| Data sovereignty | ✓Your infra | ✕Their cloud | ✕Their cloud | ✕Their cloud |
| Tax slips (T4 / T5 / T3) | ✓Full CRA boxes | ✕ | ✕ | ✕ |
| CapEx detection (CCA class + FX) | ✓AI + FX | ✕ | ✕ | ✕ |
| Fixed-asset register | ✓Full lifecycle | ✕ | ✕ | ✕ |
| CCA depreciation engine | ✓AII + half-year | ✕ | ✕ | ✕ |
| SR&ED tagging at source | ✓Full T661 CSV | ✕ | ✕ | ✕ |
| Multi-provider AI | ✓6 providers | ✕Proprietary | ✕Proprietary | ✕Proprietary |
| Handwriting (TrOCR) | ✓Dedicated | ~Limited | ~Limited | ✕ |
| On-premise / air-gapped | ✓Docker | ✕ | ✕ | ✕ |
| QuickBooks Online sync | ✓Live | ✓ | ✓ | ✓ |
| Confidence-gated auto-publish | ✓Configurable | ✕ | ✕ | ✕ |
Bottom line:Folio AI is the only Canadian bookkeeping platform that prepares books for CCA depreciation, GST/HST/QST, and SR&ED in a single pass — keeping all client financial data on infrastructure you control, with full CRA tax slip extraction, a live fixed-asset register, and native SR&ED tagging at source.
Volume-based plans. Cost scales with client count, not headcount.
All Managed Cloud prices in CAD, plus applicable GST/HST/QST. Self-hosted pricing available on request.
- Solo business owner / single firm
- OCR + Gemini Flash-Lite routing
- QuickBooks Online sync
- Self-serve signup
- Full document automation
- QuickBooks Online sync
- CRA tax slips, CapEx, SR&ED
- Email support
- Everything in Starter
- Multi-client management
- Confidence-gated auto-publish
- Auto-learn supplier rules
- Priority email support
- Everything in Professional
- Per-firm CMK encryption
- Custom DPA available
- Phone support during business hours
- Everything in Business
- Dedicated stack & database
- SSO / SAML (Q1 2027)
- Named CSM, 24/7 SLA
A 6-week, complimentary pilot for qualifying firms.
Up to 500 documents included. Deployed on your server or cloud account, with a 1-hour onboarding session and direct email support throughout.
Your client data, on infrastructure you control.
All Managed Cloud data lives in AWS Montréal (ca-central-1). In strict mode, no document text leaves Canada — even the AI models run in Azure Canada East and Vertex Montréal.
Encryption & isolation
- RDS KMS at rest; per-firm customer-managed key on S3
- TLS 1.3 in transit;
sslmode=requirefor DB - Postgres Row-Level Security per tenant
- PII redaction (SIN, PAN, bank accts) before any AI provider
- JWT with server-side revocation
Data residency
- Primary: AWS ca-central-1 (Montréal)
- Backup: ca-west-1 (Calgary), 35-day PITR
- strict_canada: Azure CA East + Vertex Montréal + Ollama
- Quarterly cross-region restore drills
- Bilingual (fr-CA / en-CA) per Bill 96
Audit & retention
- Append-only, hash-chain tamper-evident log (7 years)
- S3 Object Lock WORM
- CRA 6-year retention enforced; configurable to 10 years
- 30-day advance notice before any purge
- 72h breach notification per PIPEDA
Ready to give your team back
80% of their data-entry hours?
Deploy a complimentary 6-week trial — up to 500 documents included, full onboarding, direct email support, and all data exportable at any time. No lock-in.