What is Folyo?
Folyo is an intelligent workflow platform built specifically for Indian Chartered Accountant firms to manage equity and compliance operations. The platform replaces traditional methods like spreadsheets, WhatsApp follow-ups, and manual tracking with a unified system that automates critical processes from client onboarding to invoicing.
It streamlines compliance workflows by automatically extracting company data from government sources using GSTIN or CIN, tracking deadlines across various filing types, and providing full team visibility. The system generates professional documents from intelligent templates and maintains a complete audit trail of all activities, ensuring compliance accountability while improving operational efficiency.
Features
- Automated Data Extraction: Pulls company data, directors, and compliance history directly from government sources using GSTIN or CIN
- Deadline Tracking: Smart calendars and automated reminders across ROC, GST, Tax, and Secretarial filings
- Team Collaboration: Multi-tier visibility with role-based access for partners, managers, and staff to track workloads and deadlines
- Document Generation: Creates Board Resolutions, compliance filings, and regulatory documents from intelligent templates
- Profitability Tracking: Monitors revenue and margins across different service lines like Tax, Audit, ROC, GST, and Secretarial
Use Cases
- Streamlining client onboarding processes for CA firms
- Automating compliance deadline tracking and reminders
- Managing team delegation and workload monitoring
- Generating professional compliance documents and invoices
- Tracking profitability across different accounting service lines
FAQs
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What types of compliance filings does Folyo support?
Folyo supports MCA filings, ROC deadlines, GST filings, Tax filings, and Secretarial filings with automated tracking and reminders. -
Can Folyo integrate with existing accounting systems?
The platform is designed as a standalone compliance workflow system, though specific integration capabilities would need to be confirmed with the provider. -
What government data sources does Folyo access?
Folyo pulls data from official government sources for CIN, GSTIN, DIN validation, and company information to auto-fill client profiles. -
How does Folyo handle data security for sensitive client information?
All data is encrypted both in transit and at rest, stored on secure infrastructure with strict access controls following industry standards. -
What types of documents can be generated through Folyo's templates?
The platform generates Board Resolutions, compliance filings, regulatory documents, and invoices from intelligent templates that auto-fill from your database.
