Business Central
Built natively on Dynamics 365 BC. Re-use your chart of accounts, dimensions, posting groups, and workflows — no rip-and-replace.
Microsoft-powered ERP · Built on Business Central
Your ERP. Your tenant. Your intelligence.
Folio is the intelligent layer for Dynamics 365 Business Central. One tenant, one ledger, one truth — with Power BI reporting, built-in AI, and enterprise-grade protection already inside your Microsoft ecosystem.
Business Central
Native foundation
Power BI
Live reporting
Single tenant
Your data isolated
99.99%
Enterprise uptime
Microsoft ecosystem
Not bolted on. Built in.
Folio sits inside the same Microsoft tenant you already trust. That means one identity stack, one security model, one data boundary — and no third-party black boxes holding your financial records.
Power BI
Live semantic models published straight into your Power BI tenant. Board-ready dashboards that refresh with every journal entry.
Microsoft 365
Works inside Teams, Outlook, and SharePoint. Approvals, alerts, and documents land where your people already work.
Entra ID
Single sign-on, conditional access, and SCIM provisioning through your existing Azure Active Directory estate.
Live ledger · Q3
One source of truth for every transaction.
Real-time consolidation across entities, currencies, and modules. Every PO, invoice, and payroll run flows into the same auditable ledger — no reconciliation theatre.
- Multi-entity general ledger
- Three-way PO matching
- Continuous close, not period close
Operating cashflow
$12,480,302.14
Open POs
418
$2.1M committed
Payroll cycle
Day 11 / 14
On track
Pending approvals
27
9 over SLA
Power BI reporting
Board-ready insight. Live in your tenant.
Folio publishes clean, curated semantic models directly to your Power BI workspace. Finance gets self-service exploration without losing data governance. Every chart, drill-down, and KPI is traceable back to the journal line in Business Central.
- Curated datasets refreshed in real time
- Row-level security inherits from BC
- Publish to Teams, SharePoint, or the Power BI app
Folio Executive Summary
Workspace · Q3Operating cashflow
$12.48M
+4.2%
Burn rate
$1.21M/mo
-2.1%
Open PO value
$2.14M
+8.7%
Headcount cost
$4.05M
+1.3%
Modules
Six precise modules. One coherent ledger.
Folio replaces a stack of disconnected tools with a single, opinionated platform. Each module is independently deployable, but shares the same identity, permissions, and ledger underneath.
01
Financial management
Multi-entity GL, AP/AR, bank feeds, tax, and continuous close.
- General ledger
- Bank reconciliation
- Multi-currency
- Tax engine
02
Purchase orders
Requisitions to receipts with three-way matching and policy controls.
- Requisitions
- Vendor catalog
- 3-way match
- Approval routing
03
Digital file room
Versioned, permissioned document vault with audit trails.
- Versioning
- Granular ACLs
- OCR & search
- Retention policies
04
Payroll
Multi-jurisdiction payroll with statutory filings and GL posting.
- Off-cycle runs
- Statutory filings
- Direct deposit
- GL sync
05
Lightweight HRMS
People records, time off, and lifecycle workflows without the bloat.
- Org chart
- Time off
- Onboarding
- Documents
06
Controls & audit
Built-in SoD, immutable audit log, and exportable evidence packs.
- SoD matrix
- Audit log
- Evidence export
- SOC 2 / ISO
How it works
From procurement to payroll, on one rail.
Step 01
Connect
Deploy into your existing Microsoft tenant and sync Business Central in hours, not months.
Step 02
Configure
Set up your chart, approval policies, and Power BI datasets using the tools your team already knows.
Step 03
Operate
Run finance, procurement, payroll, and HR with AI-assisted workflows and immutable audit.
Step 04
Close
Close continuously with live Power BI dashboards — no spreadsheet hand-offs, no stale exports.
Enterprise ownership
Your tenant. Your data. Your AI. Your protection.
Your tenant
Folio deploys inside your own Microsoft 365 / Azure tenant. No shared infrastructure, no co-mingled data, no surprise third-party subprocessors.
Your data
Your records live in your Business Central database and your Power BI workspaces. You control residency, retention, encryption keys, and access policies.
Your AI
Copilot-style assistants run on your tenant's data, not a public model. Ask natural questions across GL, POs, payroll, and HR — with full permission inheritance.
Enterprise protection
Entra ID, conditional access, MFA, DLP, audit logging, and Microsoft Defender integration. The same security standards you already enforce.
Technical trust
Microsoft-grade security, not startup promises.
Folio inherits the same compliance fabric as Dynamics 365 and Power BI. Audit, permissions, encryption, and data residency are governed by the enterprise standards you already enforce — and the auditor can trace every control back to your Microsoft tenant.
Single tenant
Your BC / Power BI workspace
Entra ID
SSO, MFA, conditional access
Azure region pinning
Choose data residency
SOC 2 Type II
Annual independent audit
ISO 27001
Information security management
GDPR / DPF
EU & UK data protections
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