Introducing Folio — now in beta

Built for the way you actually operate.

One platform for your personal and business finances. Real accounting logic under the hood. Built to grow with you.

folio.sewelllabs.com

Net Worth

$284,920

+12.4%

Monthly Revenue

$47,350

+8.2%

Pending Receipts

14

review

Recent Transactions

Office supplies-$234
Client payment+$8,500
Software licenses-$150

Workspaces

P
Personal
Personal
L
LLC Holdings
Enterprise
C
Consulting Co.
Enterprise

Personal & Business

One login. Every workspace.

Real Accounting Logic

Not just a tracker. A real engine.

AI-Powered

Receipts, categories, and reconciliation.

Grows With You

Start with one workspace. Add more anytime.

Why Sewell Labs

Software that thinks the way you do.

We build tools that adapt to your business — on your terms.

Built Around Workflows

Software that fits how you work. Designed to match your real-world operations from day one.

Multi-Entity Ready

Manage personal and business finances in one place. Switch between entities instantly without losing context.

Accountant Friendly

Tools built for both business owners and their CPAs. Give your accountant their own portal with the right level of access.

Data Is King

Every decision backed by real numbers, in real time. Dashboards and reports that actually tell you something.

Modular by Design

Use what you need, expand as your operation demands. Features activate as you grow — no switching tools, no starting over.

Built to Last

Architecture designed for scale from day one. We build for where you're going, not just where you are.

The Complete Platform

Not just software. A complete solution.

Most accounting platforms hand you the keys and wish you luck. They assume you already know double-entry accounting, already understand the chart of accounts, and already know what to do when something goes wrong. Most operators don't — and that's not a failure on their part. It's a gap the software industry has ignored for decades.

Folio closes that gap. The platform is built around the idea that enterprise-grade accounting should be accessible to the people who actually run businesses — not just the CPAs they hire. That means software with real accounting logic under the hood, paired with Folio Companion™ to guide you through every function in plain language, and Folio Draft™ to give you a risk-free environment to learn, test, and build confidence before touching your live books.

The software. The help. The practice space. All included.

Folio

Folio

Your finances. One platform.

Most people manage their money across four or five different tools — one for personal budgeting, one for business accounting, another for receipts, maybe a spreadsheet for everything else. None of them talk to each other. None of them give you the full picture.

Folio was built to fix that. One login. Every workspace. Personal and business, together — without the chaos.

  • Multi-entity financial managementPersonal and business, every entity, one dashboard
  • TruePost™ transaction engineTwo entry modes: natural language or expert. Every transaction verified and posted to a real double-entry ledger.
  • TrueReceipt AI receipt processingPoint. Scan. Done.
  • Enterprise and personal workspacesTwo workspace types. One login.
  • Accountant portal with role-based accessGive your CPA exactly what they need
  • Real-time dashboards and reportingNumbers that actually tell you something
  • Sub-user managementYour team, with the right permissions
  • Audit trail and data integrityEvery action. Every change. Logged.
  • Services moduleManage service items with optional variants and per-line revenue COA assignment
  • Folio Companion™Step-by-step help, field guides, and plain-language accounting support built in
  • Folio Draft™A full sandbox environment to test and learn, wiped every 48 hours, never touches your live books

Total Balance

$284,920.00

+12.4% this quarter

Revenue

$47,350

Expenses

$18,220

Workspaces

4 Active

Receipts

14 Pending

Journal Entry

Posted

Office Supplies — Home Depot

May 2, 2026 · Receipt matched

AccountDebitCredit
Office Expenses$84.32
Checking — Chase$84.32
In balance · Ledger updated

TruePost

Accounting logic that actually works.

Most finance apps record numbers. Folio understands them. TruePost is the transaction engine at the core of Folio — a full double-entry accounting system built directly into the platform.

Every transaction you enter, import, or scan is automatically posted against a real ledger. No guesswork. No reconciliation surprises.

  • Double-entry engine built into every transaction
  • Real-time ledger updates across all workspaces
  • Bank-reconciliation ready — always in balance
  • Full audit trail on every entry, every change
Learn more about TruePost

Folio Features

Everything you need. Nothing you don't.

Folio ships with the core tools built in — and more arriving soon.

TruePost

Available

Transaction engine

The financial core. Every transaction runs through TruePost.

TrueReceipt

Available

AI receipt processing

Point your camera. TrueReceipt reads, categorizes, and matches receipts automatically.

Vault

Available

File management

Attach documents to anything. Every file, always findable.

Inventory Management

Available

Inventory management

Real-time stock visibility, item master, receiving, adjustments, low stock alerts, and COGS tracking — all tied to your books through TruePost.

Services

Available

Service item management

Define service items with optional variants, each with its own label and price. Works across all 18 market types.

Investment Tracking

Coming Soon

Investment tracking

Track holdings across asset classes. The full portfolio picture.

Lending Management

Coming Soon

Lending management

Manage loans from both sides. Borrower or lender — all in Folio.

Payroll Management

Coming Soon

Payroll management

Full-cycle payroll for businesses that need it done right.

Mileage Tracking

Coming Soon

Mileage tracking

Log every business mile. Stop leaving deductions on the table.

Folio Companion™

Available in Beta

Built-in help system

Step-by-step walkthroughs, field-level descriptions, plain-language guidance — surfaces automatically based on where you are.

Folio Draft™

Available in Beta

Practice sandbox

A fully isolated environment pre-populated with sample data. Try anything without touching your live books. Auto-wiped every 48 hours.

Folio

Simple Pricing

The right plan for where you are today.

Start personal, scale to enterprise. Every plan fully loaded — no features held back.

MonthlyAnnual

Solo

Self-employed, freelancer, single LLC.

$29

/mo

Most Popular

Studio

Standard small business client.

$69

/mo

Atlas

Multi-entity operators, real estate portfolios.

$149

/mo

Sovereign

Holding companies, real estate empires, 11+ entities.

$299

/mo

What People Say

Trusted by people who mean business.

Folio completely changed how I manage my businesses. Having everything in one place — transactions, receipts, workspaces — is a game changer.

JM

Jordan Mitchell

Small Business Owner

The accountant portal is exactly what I needed. My clients can keep their books while I have the access I need to do my job properly.

SC

Sarah Chen

Freelance Accountant

I run three businesses and used to juggle three different tools. Folio brought them all under one roof. Finally.

MT

Marcus T.

Entrepreneur, 3 entities

Finance, finally in one place.

Join the people already using Folio to run their finances with clarity, confidence, and one less headache.