Customer Stories
Folio AI is in production at Canadian accounting firms ranging from 5-person boutiques to mid-market multi-office practices. Here is how they use the platform — anonymized while we line up named case studies.
Who uses Folio AI
Boutique accounting firms
5–25 staffOwner-managed Canadian businesses with 30–150 client files
- 80% reduction in junior data-entry hours
- Zero missed SR&ED expenditures across the trial cohort
- Full CCA register replaces hand-maintained Excel files
Mid-market firms
25–150 staffMulti-office firms with mixed CCPC and corporate tax workloads
- Confidence-gated auto-publish handles ~70% of routine bills
- Per-firm rules library standardizes coding across offices
- Quebec offices use bilingual UI and Bill 96 compliant exports
Specialist tax practices
SR&ED & CCA-heavyFirms that file SR&ED claims and complex fixed-asset returns
- T661 CSV export feeds directly into claim software
- Half-year rule and AII automation eliminates manual depreciation runs
- Audit-ready document trail from extraction through filing
What customers say
“We picked up three SR&ED claims in our first month that we would have missed under the old workflow. The platform paid for itself before we finished onboarding.”
“The fixed-asset register alone replaced three hours a week of spreadsheet maintenance. CCA classes are right out of the box.”
“Self-hosted on our own infrastructure was non-negotiable. Folio AI is the only Canadian option that gave us that without compromising the workflow.”
Want to talk to a reference customer?
We can put you in touch with a firm of similar size and practice mix to discuss workflow fit and onboarding experience.
Request a reference