Six chapters of serious tooling.
Folio’s instruments, bound and indexed the way a good firm keeps its records — from the morning’s first parchi to the last entry your CA signs off. Nothing here is ornament; every page below earned its place at a working counter.
Bills that make your business look bigger
Professional, GST-perfect invoices in your brand — created faster than handwriting a parchi.
The 30-second invoiceThe 30-second invoice
Pick a customer, add items by search or scan, and Folio fills rates, taxes, HSN codes and totals automatically. Custom fields, multiple templates and your logo make every bill unmistakably yours.
- GST, IGST, cess auto-calculated
- Multi-rate & HSN-wise line items
- Your branding, 12 templates
Quotation → Proforma → InvoiceQuotation → Proforma → Invoice
Send polished quotations with optional packages, track when clients view them, and convert the approved one into an invoice in a single click — no retyping, no version confusion.
- One-click conversion
- View tracking & validity dates
- Optional add-on packages
Print anything, anywherePrint anything, anywhere
Thermal receipts, A4 invoices, barcode labels — Folio speaks to every printer you already own, over USB, Bluetooth or network. Receipts out in under two seconds.
- 58/80mm thermal & A4
- Bluetooth, USB & LAN printers
- Auto-print on payment
Get paid the moment work is done
Every invoice carries its own payment — QR on the bill, link on WhatsApp, reminder on schedule.
QR on every invoiceQR on every invoice
A dynamic UPI QR with the exact amount prints on every bill and shows on every screen. Customer scans, pays, and the invoice marks itself paid — no 'check kar lena' needed.
- Amount-locked dynamic QR
- Auto payment confirmation
- UPI, cards & netbanking
Invoice + payment link on WhatsAppInvoice + payment link on WhatsApp
Send the PDF and a payment link together on WhatsApp, SMS or email the moment you save a bill. Customers pay from their phone; you watch the status flip to PAID in real time.
- One-tap WhatsApp share
- Payment links in every bill
- Read & payment receipts
Dues that chase themselvesDues that chase themselves
Customer-wise ledgers with ageing buckets show exactly who owes what since when. Polite automatic reminders go out on your schedule — and escalate gently when ignored.
- 30/60/90-day ageing view
- Auto WhatsApp/SMS reminders
- Statement PDFs on demand
Every mode, one ledgerEvery mode, one ledger
Cash, card, UPI, cheque, credit — record any mix on a single bill. Day-end settlement matches your drawer to the rupee, and every payment lands in the right ledger automatically.
- Split & partial payments
- Card terminal friendly
- Day-end cash matching
Know your godown better than your goods do
From purchase order to rack to bill — stock that counts itself.
Live multi-godown stockLive multi-godown stock
Every sale, purchase and transfer updates stock in real time across godowns and branches. Low-stock alerts, fast/slow-mover reports and stock valuation keep capital where it earns.
- Multi-godown & transfers
- Low-stock & dead-stock alerts
- FIFO/weighted valuation
Barcodes, printed in batchesBarcodes, printed in batches
Generate and print barcode labels for any product, batch or shelf in minutes — with MRP, pack size and your branding. New stock is scannable before it leaves the back room.
- Batch label printing
- Custom label sizes
- EAN/Code128 supported
Purchase, with approvalsPurchase, with approvals
Raise POs to suppliers, route them through approval, and receive against them with GRNs. Rate differences and short supplies get flagged before they become disputes.
- PO → GRN → bill matching
- Approval workflows
- Supplier rate history
Your CA's favourite billing software
Books that build themselves from your bills — and reports that read like answers.
Bank reconciliation, auto-matchedBank reconciliation, auto-matched
Import bank statements and watch Folio match entries to invoices and expenses automatically. What used to take a weekend with a highlighter now takes minutes with suggestions.
- Auto-match suggestions
- Every major bank format
- Unmatched-entry workflow
Snap a receipt, book an expenseSnap a receipt, book an expense
Photograph any receipt and Folio reads the vendor, amount, date and GST — filed into the right expense head with the image attached for audit. Petty cash, finally accountable.
- OCR receipt capture
- GST input from expenses
- Approval & reimbursements
See next month's cash todaySee next month's cash today
Folio projects your cash position from invoice due dates, recurring expenses and payment patterns — so you know about a tight week three weeks before it arrives.
- Receivables-based forecast
- Scenario view
- Collection-priority list
47 reports, zero spreadsheet wrestling47 reports, zero spreadsheet wrestling
Sales, margins, party-wise, item-wise, GSTR-ready, day-book — every report filters live and exports to Excel, PDF or straight to Tally. Your CA gets a login, not a shoebox.
- Excel, PDF & Tally export
- Scheduled email reports
- CA access role
THE CATALOGUE, MEASURED · AS IT RUNS AT REAL COUNTERS
From one counter to a hundred
Folio grows the way Indian businesses actually grow — branch by branch, without re-training anyone.
Every branch on one screenEvery branch on one screen
Branch-wise sales, stock and staff performance roll up to a single owner's dashboard. Compare outlets, spot the laggard, and push rates or offers to all branches in one go.
- Centralised rate & offer control
- Branch P&L comparison
- Inter-branch transfers
Recurring billing on autopilotRecurring billing on autopilot
Memberships, AMCs, rentals, retainers — Folio raises the invoice, sends the link, collects payment and retries failures automatically. Revenue that repeats without anyone remembering.
- Auto-invoice & auto-charge
- Dunning & retry logic
- Plan upgrades & proration
Backed up every 5 minutesBacked up every 5 minutes
Your data lives encrypted in Indian data centres, replicated across regions and backed up continuously. A stolen laptop or a crashed PC costs you a login, not your books.
- Encrypted cloud backup
- Indian data residency
- One-click restore
Internet optionalInternet optional
Billing, printing and stock all work offline at full speed. When the connection returns, everything syncs in order, conflict-free — power cuts stop being a business problem.
- Full offline billing
- Ordered auto-sync
- Conflict-free merging
Trust your team. Verify everything.
Give every staff member exactly the access their job needs — and a complete trail of what they did with it.
Roles, down to the buttonRoles, down to the button
Cashiers bill but can't delete. Managers discount up to 10%. Accountants see reports, not rates. Fifty-plus permissions let you shape every role to your comfort.
- Granular permissions
- Discount & rate limits
- Branch-scoped access
An audit trail that forgets nothingAn audit trail that forgets nothing
Every bill edit, deletion, discount and login is recorded with who, when and from where. Month-end shortages stop being mysteries — and honest staff get the credit they deserve.
- Edit & delete logs
- Login history by device
- Suspicious-activity alerts
See every instrument on your own data.
Bring last week’s bills and your item list to a twenty-minute sitting. We enter them into Folio while you watch — and the ledger you walk away with is yours to keep.