Sync collected documents and client data directly into your QuickBooks Online workspace. Stop re-entering what Folio already gathered.
- Auto-sync client records
- Push document metadata
- Trigger QBO workflows on receipt
integrations
Works with what
you already use.
Folio is not a replacement for your accounting stack. It sits in front of it — collecting documents cleanly — then passes data downstream to the tools your firm relies on.
The bridge model
Folio owns the client-facing layer — document requests, magic link portals, reminders, messaging. Everything collected passes through cleanly to the platforms that own accounting, tax prep, and billing. You keep your existing tools. You just stop chasing clients to feed them.
Connect Folio to Xero and let collected data flow downstream automatically. Works with existing Xero contacts and document storage.
- Match Folio clients to Xero contacts
- Push document receipts to Xero
- Trigger Xero workflows on approval
Export client documents to a structured Google Drive folder automatically. Every upload lands where your team already organises files.
- Auto-create per-client folders
- Preserve original file names
- Export on receipt or on approval
Connect Folio to 6,000+ apps through Zapier. Documents received, clients added, invoices paid — all can trigger downstream actions.
- Trigger on document received
- Trigger on invoice paid
- Trigger on new client added
Sync Folio client document activity with your FreshBooks account. Coming later in 2026.
Push document and client activity into your Notion workspace. Coming later in 2026.
API & custom
Need something not listed?
Folio has a REST API (in beta) for custom integrations. If you have a specific integration in mind, tell us — we prioritise based on demand from real firms.
FAQ
Integration questions
Does Folio replace QuickBooks or Xero?
No. Folio sits in front of your accounting software and handles document collection and client communication. It passes clean data through to QuickBooks or Xero — so you keep using the tools you already rely on.
Do I need to connect QuickBooks or Xero to use Folio?
No. Integrations are optional on the Pro plan. Folio works fully as a standalone client portal. You can connect your accounting software whenever it makes sense for your workflow.
How does the Google Drive integration work?
You can export client documents and collected files directly to a designated Google Drive folder. Documents stay organised by client automatically.
What can I automate with the Zapier integration?
Almost anything. When a document is received, when an invoice is marked paid, when a new client is added — all of these can trigger actions in thousands of apps via Zapier, including Slack, Notion, Airtable, and more.
When will FreshBooks and Notion integrations launch?
Both are on the roadmap for later in 2026. Join the waitlist and you will be notified when they go live.