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Folio USP

Folio is strong, robust and versatile management software which provides an integrated platform to manage audits, risks and obligations, all at one place. Being a SaaS product, it provides constant and quick customer support to ensure maximum user satisfaction. Online and In-person sessions are also exceptionally planned to give training. Folio is a one-stop platform to manage all services related to finance and budgeting and also has additional features which can be utilised in other sectors. Request Folio Pricing to get more information.


Folio is a one-stop contract creation, workflow management, and completion tracking software for professionals mainly engaged in financial, health, and non-profit sectors. It is a versatile desktop publishing software which provides quick-to-implement, cost-effective, and web-based services for clients. Some key features of Folio include managing spreadsheets, monitoring status of outstanding actions and tracking them.

Folio Features

  • Risk Management
  1. Maintain task-specific registers for Operational Risk, Strategic Risk and Project Risk.
  2. Allow or restrict access to information on requirement basis and create critical risk relationships by linking risks, compliance obligations and contracts to each other.
  • Manage Compliance Obligations
  1. Prompt colleagues to record compliance attestations and store evidence when required for future use.
  2. Integrate data to LexisNexis API to incorporate regulatory compliance obligations directly to Folio and update when necessary.
  1. Incident Management
  1. Allow non-user reporting and utilise unique ‘Save And Return’ option to complete a form later in case all information is not present at the moment.
  2. Build custom notifications to create alerts for important tasks, meetings and assignments.
  • Audit and Inspection
  1. Manage audits, inspections and checklists in an intuitive way by recording non-conformances and managing corrective actions easily.
  2. Attach Photo, Video or Document based evidence for non-conformances and allot the audits to respective auditors with deadlines.

Folio Pricing

The cost is not explicitly specified. The Folio pricing is requirement based, usually paid on a monthly or annual basis. Negotiations and contact with the Folio team is necessary to arrive at a final Folio pricing suitable for a specific enterprise.

Folio Demo

Folio provides a free demo to prospective clients. To avail a demo, the contact form at the website is to be filled to get in touch with the Folio team.


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“I am looking for a Desktop Publishing Software in north America. My budget is $50,000. Looking to buy in 15 days.”
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Folio Reviews


Buyer, Software, SME

Apr 30, 2020


Users can align the services Folio offers as per their interests and requirements and avoid unnecessary options that drain productivity.
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James Smith

Apr 30, 2020


It is extremely efficient and multi-faceted as it provides all required services for an enterprise to function. An affordable pricing software.
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