Foldio integration

Productivity software for expertise and intervention

About Foldio

Designed for experts working in the fields of insurance, real estate, construction and justice, Foldio is a complete solution that suits all of your business needs.

With Foldio, you can easily simplify file management, save time on administrative duties and optimize exchanges with both internal and external collaborators.

Foldio features

  • File management
  • Mission follow-up
  • Automatic document generation
  • Shared calendars
  • Clear dashboards
  • Task tracking
  • Invoicing
  • Assistance in making appointments
  • Performance indicators

Foldio integration screenshots

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Combine different APIs and products with your banking data to automate your financial flows in minutes.

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