Documentation
Everything your firm needs to deploy, configure, and operate Folio AI — from onboarding your first client through advanced integration and self-hosted operations.
Getting started
Quick start
Provision your firm, invite reviewers, upload your first document, and watch it land in QuickBooks — in under 30 minutes.
Inviting clients
Send a client a magic-link upload portal. They drop receipts and invoices; your team reviews. No client login required.
Configuring providers
Pick your preferred AI extraction provider (Claude, GPT-4o, Gemini, Ollama) plus a fallback for low-confidence retries.
Workflows
Review queue
How confidence thresholds, exception routing, and approver roles interact. Setting auto-publish safely.
Supplier rules
Per-firm learned rules for vendor → account code mapping, tax-code overrides, and SR&ED auto-flagging.
Fixed-asset register
CCA class assignment, half-year rule, Accelerated Investment Incentive, and disposal events.
SR&ED tagging
Project codes, T661 export, ITC estimates by entity type, audit-trail retention.
Tax slips
T4, T5, T3, T4A, RL-1, and 8 more — extracted directly to CRA box numbers, ready for filing or sync.
QuickBooks sync
Bills, expenses, journal entries, attachments, and reconciliation. Resolving sync conflicts.
Operations
User & role management
Firm admin, reviewer, client uploader. RBAC enforced at every API route.
Audit log
Append-only, hash-chained, 7-year retention. Exporting for CRA review or internal audit.
Backups & DR
35-day point-in-time recovery, ca-west-1 cross-region replication, quarterly restore drills.
Self-hosted ops
Docker compose, Kubernetes Helm chart, env-var reference, and upgrade runbook.
Customer access
Full guides, runbooks, and the OpenAPI reference are available in the customer portal once your trial is provisioned.