Folio

Everything you need to manage commercial property

Six integrated modules covering lease administration, compliance, financial reporting, and more — all built specifically for New Zealand.

Lease Management

Upload commercial leases and let AI extract the key terms. Manage your entire portfolio from a single dashboard with automatic date tracking and renewal alerts.

  • Bulk lease upload with parallel AI extraction via Google Document AI
  • Confidence scoring on extracted fields with manual review workflow
  • Duplicate address detection and entity suggestions
  • Key date tracking — expiry, rent review, option, break clause

Screenshot coming soon

Rent Reviews

Automated rent review calculations using live Stats NZ CPI data. Five review methods, approval workflows, tenant notifications, and a projection calculator with exportable charts.

  • Five methods: Fixed %, CPI, CPI + X%, Agreed Amount, and custom
  • Live CPI integration with caching and manual fallback
  • 90/60/30-day automated email reminders
  • Multi-scenario projection calculator with PDF export

Screenshot coming soon

BWOF Compliance

Building Warrant of Fitness management with inspection scheduling, contractor access portals, and Form 12A compliance tracking — aligned to NZ building.govt.nz standards.

  • Inspection schedule management with due-date tracking
  • Contractor portal with s108 tenant access for Form 12A uploads
  • Idempotent compliance reminders — never duplicated, never missed
  • Full audit trail for WorkSafe NZ obligations

Screenshot coming soon

Invoices & Cost Recovery

Generate tenant invoices with full entity awareness, recover costs with a split-screen builder, and let AI auto-populate from source documents.

  • Entity-aware invoice generation with PO numbers and PDF export
  • AI auto-populate from JPEG/PNG/WebP via Claude vision
  • Full/partial/markup cost recovery with automatic recalculation
  • Editable invoice template library with org, entity, and property scope

Screenshot coming soon

Financial Reporting

IRD-aligned profit and loss, GST summary, bank reconciliation with Akahu API, and portfolio forecasting. Everything you need for financial transparency.

  • IRD-aligned P&L with entity and tax-year filtering
  • GST summary, transaction list, and CSV/PDF export
  • Bank reconciliation with Akahu — auto-matching and manual controls
  • Owner summary report with per-property P&L and mortgage position

Screenshot coming soon

Marketplace

List commercial properties for sale or lease on a public marketplace. Agent registration portal, enquiry system with email notifications, and full listing management.

  • Full-text search with tsvector/GIN indexes across all listings
  • Agent registration portal with separate onboarding flow
  • Enquiry system with email notifications to listing agents
  • Commercial, industrial, retail, and land property types

Screenshot coming soon

See it in action

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