Folio Your AI Document Companion
The research assistant that enhances every analyst’s workflow.
Folio acts as your AI research assistant analyzing data, surfacing key insights, and handling tedious tasks so you can focus on high value decisions while keeping your data secure.
From Manual to Magical
How Analysts Use Folio Every Day
Faster Earnings Analysis
Extract key metrics, track narrative shifts, and flag critical disclosures instantly.
Competitive Intelligence
Analyze multiple companies, identify trends, and build side by side comparisons with ease.
Streamlined Due Diligence
Process offering documents faster, spot inconsistencies, and structure key data effortlessly.
Effortless Report Writing
Pull excerpts, extract charts, and generate drafts with citations in seconds.
AI That Works the Way You Do
Folio is designed to think and work the way you do, keeping your workflow and documents in focus while providing intelligent assistance.
In-Situ Analysis
Insights surface directly alongside your source materials for seamless document analysis.
Citation-Backed Intelligence
Every insight includes a citation, linking directly to the source for easy verification.
Effortless Data Extraction
Extract and structure document data effortlessly for modeling and deeper analysis.
Bring Folio to your Customers
Seemless Integration
Embed Folio's powerful document analysis directly into your existing platforms
Your Brand, Our Technology
White-label Folio's capabilities while maintaining your company's visual identity
API-First Architecture
Integrate document intelligence into your workflows with just a few lines of code