Folio is a platform that helps agencies to manage their finances, teams and clients.
Here are some of the things Folio can do for you and your agency.
Align team activities with project milestones and automatically manage timelines.
Flag risks or delays early using real-time data from tasks, budgets, and team inputs.
Tailor team bios and CVs to align with client needs and project requirements.
Package successful projects into reusable marketing and sales assets.
Review, correct, and approve expenses submitted by team members.
Arrange travel based on your preferences, budget, and itinerary needs.
Log and monitor team leave, ensuring compliance with internal policies.
Capture key points and action items during or after meetings automatically.
Build structured project plans based on your objectives, team capacity, and client needs.
Align team activities with project milestones and automatically manage timelines.
Draft standup agendas and summaries, and ensure key updates are captured and shared.
Provide regular summaries of team activity, milestones achieved, and blockers.
Create tailored progress updates for clients, highlighting value delivered and next steps.
Monitor budget consumption and task completion rates to keep projects on track.
Flag risks or delays early using real-time data from tasks, budgets, and team inputs.
Assess draft outputs against agreed standards, templates, tone, and quality benchmarks.
Gather, summarise, and present relevant industry and competitor insights.
Tailor team bios and CVs to align with client needs and project requirements.
Adapt past case studies to reflect relevance for specific bids or client interests.
Automatically insert approved, reusable content into project and proposal templates.
Redact sensitive details from files before archiving for internal use or sharing.
Turn completed projects into compelling case studies with outcomes, challenges, and impact.
Build tailored surveys (based on client communication preferences) to gauge client satisfaction.
Monitor delivery performance and flag patterns indicating potential service concerns.
Recommend data-driven plans to address client concerns or service gaps.
Spot cross-sell and upsell opportunities based on account activity and feedback.
Create personalised update emails summarising account highlights and insights.
Compare current account metrics against industry or portfolio benchmarks.
Package successful projects into reusable marketing and sales assets.
Generate short-form content highlighting team wins, insights, and expertise.
Turn articles, webinars, or whitepapers into digestible summaries for outreach.
Provide editorial feedback and polish messaging for external materials.
Research and compile contact databases based on your target audience criteria.
Assist in planning campaign strategy, messaging, and asset production.
Write personalised, persuasive emails for prospecting and follow-up sequences.
Automatically fill in your timesheets based on calendar entries and tasks.
Extract data from receipts and submit accurate, policy-compliant claims.
Review, correct, and approve expenses submitted by team members.
Flag missing entries or inconsistencies and send reminders when needed.
Create accurate invoices from project data, time logs, or retained fees.
Monitor payment statuses and follow up with clients as needed.
Arrange travel based on your preferences, budget, and itinerary needs.
Log and monitor team leave, ensuring compliance with internal policies.
Coordinate attendance, travel, and preparations for team and client events.
Automatically fill in your timesheets based on calendar entries and tasks.
Track subscriptions and identify opportunities for efficiency.
Optimise the buy price for everything from notebooks to room rental.
Automatically fill in your timesheets based on calendar entries and tasks.
Guide new hires through onboarding tasks, documents, and introductions.
Draft internal updates featuring key wins, people news, and initiatives.
Build and manage a benefits programme aligned with your team's preferences and usage.
Collect and analyse feedback to monitor team morale and engagement.
Recommend initiatives to address feedback and enhance culture and satisfaction.
Assist with drafting, updating, and reviewing OKRs or personal development goals.
Provide instant, accurate responses to HR and operational policy queries.
Coordinate in-office attendance, considering preferences and capacity.
Guide employees to articulate and communicate their working preferences.
Book meetings based on calendars, preferences, and time zones.
Capture key points and action items during or after meetings automatically.
Keep you on track by reminding you of important tasks and deliverables.
Sort and prioritise emails to surface high-value items and reduce noise.
The Folio card is a physical card that can be used to access the Folio app and pay for services.
The Folio card is available with your branding, and applies your spend policies in real time to minimise risk and administration.
Folio works like any other member of your team – you can work directly with Folio in any channel.
Folio is designed for conversation. No more complex Uis that get in the way of collaboration or automation.
Folio combines the power of AI with the business rules, policies and databases required to enable true automation.
Folio always keeps a human-in-the-loop. You can also control Folio’s level of decision-making autonomy based on the business context.
You can choose the skills that you want Folio to have to best meet your needs and your budget.
Let Folio process and manage all of your employee and corporate spending.
Use Folio to become the most attractive employer in the market.
Trust Folio to manage the entire employee lifecycle for you.
Enable consistent, predictable, and high-quality project delivery.
Unlock the full potential of every employee.
Make it easier than ever to get your people where they need to be.
‡ Additional transaction charges (e.g. foreign exchange) may be incurred
+ Additional micro-charges linked to usage levels
* Additional micro-charges linked to identified savings