Intelligent workflows for
equity and compliance
Replace spreadsheets, WhatsApp follow-ups, and manual tracking with one platform built around how Indian CA firms actually operate.
From onboarding to invoicing
Step 01
Onboard clients instantly
Add via GSTIN or CIN. Auto-fills company data, directors, and compliance history.
Step 02
Track every deadline
Automated calendars across ROC, GST, Tax, and Secretarial filings.
Step 03
Delegate and monitor
Full visibility into status, deadlines, and bottlenecks across your team.
Step 04
Bill accurately
Generate invoices from tracked activity with GST compliance built in.
Built for how firms actually work
Add clients in seconds
Enter a GSTIN or CIN — Folyo fills everything in automatically. Company data, directors, compliance history, all pulled in one click.
Delegate and track work
Partners assign to managers who delegate to staff — with full visibility into who's doing what, when it's due, and where things stand.
Bill accurately, every time
Generate invoices from tracked activity — billable hours and GST compliance built in. No more guesswork at month-end.
Purpose-built for Indian compliance workflows
Folyo isn't a project management tool with compliance bolted on. It's built around MCA filings, ROC deadlines, DIN validation, Board Resolutions, and the multi-client chaos that no generic tool understands.
Automated MCA data extraction
CIN, GSTIN, DIN validation and company data pulled directly from government sources. No manual entry.
Never miss a compliance deadline
Smart calendars and automated reminders across all filing types — so nothing falls through the cracks, even with 50+ clients.
Multi-tier team visibility
Partners, managers, and staff — each sees exactly what they need. Workload, deadlines, and accountability in one view.
Professional documents in minutes
Board Resolutions, compliance filings, and regulatory documents from intelligent templates that auto-fill from your database.
Track profitability per service line
See revenue and margins across Tax, Audit, ROC, GST, Secretarial, and Advisory — know what's actually making money.
Complete audit trail
Every action logged. Know who did what, when — critical for compliance accountability and client confidence.
See how Folyo can help your firm
From onboarding to invoicing, see how your entire firm runs on one system.
Want to see how this fits your firm?
Frequently Asked Questions
Folyo streamlines end-to-end compliance workflows — from client onboarding and document collection to filings, deadlines, approvals, and team management.
All data is encrypted in transit and at rest, stored on secure infrastructure, and protected with strict access controls following industry standard practices.
Yes. Create departments, assign roles and tasks, track activity across partners and staff, and monitor deadlines with full visibility.
Yes! Smaller firms use Folyo to remove repetitive work and larger firms use it for workflow automation, approvals, tracking, and analytics.
Most firms are fully operational within a day. Our team can assist with setup and data migration if needed.
To know more about pricing, please contact us on hello@folyo.in
Clarity across every client. Control across your entire firm.
With clear workflows, team accountability, and profitability insights, Folyo helps bring structure to your day-to-day operations.