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Folio3

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IT Services & ConsultingServicesfolio3.comSan Mateo, California, United StatesFolio3 SoftwareUpdated

Market category: Custom Software Development Services Also in: AI Consulting, AI Governance Software

Folio3 guides organizations through AI transformation and delivers enterprise software, development, and technology services.

Overview

Folio3 is a technology company that helps organizations adopt and scale AI alongside their broader digital transformation efforts. Its multidisciplinary teams combine AI engineering, data science, enterprise software, cloud, and industry expertise to assess business needs, identify valuable opportunities, and deliver solutions designed for production. Folio3 also provides software development, implementation, integration, and ongoing support for organizations across a range of industries.

Mission statement

To guide organizations through AI with the experience of people who have built, launched, and scaled software for two decades.

One of 56 AI agents in IT Services & ConsultingOne of 170 AI agents in Custom Software Development Services

Read recently by OpenAI Perplexity Meta Amazon

What we offer

AI Transformation Services

Service

Identify valuable AI opportunities, build solutions around business workflows and data, and scale them into governed production.

folio3.com →

Phase Zero

Reveal how work actually happens and identify evidence-based process improvements before deciding what to automate or change.

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Talk to Your Data

Get timely, traceable answers from live approved data using plain-language questions, with less dependence on report queues and SQL requests.

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AI Guardian

Control sensitive data, model access, costs, and audit evidence as AI usage scales across an organization.

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Automatic License Plate Recognition (ALPR) Software

Automate vehicle identification, alerts, and searchable event records across cameras, gates, roads, parking areas, and facilities.

folio3.com →

AI sports video analysis

Turn game footage into searchable clips, player and movement insights, tactical analysis, and performance data for coaching, scouting, and broadcast workflows.

folio3.com →

Mobile app development

Service

Build mobile apps and connected-vehicle experiences tailored to business needs, platforms, and customer interactions.

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ERP services

Service

Implement ERP platforms and apply AI to forecasting, invoice processing, ERP queries, and spend monitoring.

dynamics.folio3.com →

Folio3 Ecommerce Services

Service

Use AI to personalize shopping, scale product content, support customers, and inform inventory and pricing decisions.

ecommerce.folio3.com →

Folio3 AgTech Services

Service

Help agricultural teams monitor livestock, anticipate crop and weather risks, access farm data, and manage operations with agriculture-focused technology.

agtech.folio3.com →

Folio3 Digital Health Services

Service

Support clinical workflows with AI capabilities for documentation, patient intake, health data access, imaging, and diagnostics.

digitalhealth.folio3.com →

Managed services

Service

cloud.folio3.com →

AgriERP

Manage farm finance, crop operations, and livestock operations with an agriculture-focused ERP.

folio3.com →

Burq

Orchestrate order fulfillment across stores, warehouses, and delivery providers.

folio3.com →

Propertese

Manage properties, units, and tenants with a NetSuite-based product.

folio3.com →

PACScribe

Automate manual steps across imaging, reporting, and data flow for radiology groups.

folio3.com →

Cattlytics

Organize and track cattle records in one cattle management app.

folio3.com →

More information about our offering

AI Transformation Services

Folio3 guides organizations from AI opportunity discovery and readiness assessment through custom development, implementation, and governed scale. Services cover generative AI, agents, computer vision, large language models, predictive analytics and machine learning, natural language processing, and AI integration. Folio3 assesses operational evidence, systems, and data; prioritizes use cases; and builds solutions around business workflows. Delivery can be handled by a dedicated Folio3 team or embedded engineers working alongside client staff. Governance and production engineering support organizations as they expand AI adoption.

Category: AI Consulting

  • Prioritize High-Value AI Opportunities
    Direct investment and engineering effort toward use cases supported by operational evidence and business value.
  • Build AI Around Your Workflows
    Align AI capabilities with organizational data, processes, and use cases, including conversational systems and custom assistants.
  • Govern AI Use As It Scales
    Apply controls for permissions, data protection, usage, costs, and audit evidence as AI adoption grows.
  • Guide AI Implementation
    Give teams a practical path from validated opportunities to implementation, sequenced around business impact.
  • Turn Visual Data Into Useful Insights
    Build vision systems around customer footage and workflows for recognition, detection, tracking, and analysis.
  • Move AI From Pilot To Production
    Prepare validated solutions for production and expand them across the organization with security, governance, and integrations in place.
  • Reveal Workflow Bottlenecks
    Bring hidden handoffs and operational friction into view before choosing an AI or process intervention.
  • Put Language Models To Work
    Adapt and deploy large language models for business applications and workflows, including document processing and intelligent search.
  • Automate Industry-Specific Interactions
    Support sector-specific tasks and workflows with custom agents designed around relevant rules and operational needs.
  • Forecast And Detect Operational Signals
    Use predictive models to support planning, flag risks and anomalies, and inform process and task improvements.
  • Get Answers From Approved Business Data
    Let business teams explore approved data conversationally and expand access to additional data, reports, and workflows.
  • Connect AI With Existing Systems
    Apply AI within established business workflows and systems while using relevant operational data.
  • Choose A Delivery Model That Fits
    Select full-service delivery or embedded engineering support, with additional capacity available as work expands and knowledge built alongside the client's team.
  • Plan Your Next AI Adoption Step
    Progress from the organization's current level of AI adoption with guidance on practical next steps.

Phase Zero

Phase Zero is Folio3 AI’s AI Process Discovery solution. It analyzes approved operational evidence, such as emails, tickets, CRM notes, platform logs, case records, and database exports, to reconstruct how work moves across people and systems. It reveals handoffs, loops, delays, bottlenecks, and workarounds, then identifies opportunities for automation, integration, process change, or other improvements. Findings can move from discovery into solution design and implementation.

  • Expose Hidden Workflow Friction
    Show where work waits, changes hands, repeats, or relies on manual workarounds.
  • Use Existing Operational Evidence
    Analyze approved operational records and system context to understand how work moves across the organization.
  • Find Evidence-Based Improvements
    Use actual operational activity to highlight workflow improvements and recurring process issues.
  • Choose The Right Next Move
    Help teams determine whether an issue calls for AI, a process change, integration, data improvement, policy adjustment, or system fix.
  • Reveal Patterns And Process Signals
    Identify repeated activity and signals that help teams understand where work slows down or repeats.
  • Turn Findings Into Implemented Improvements
    Continue from process discovery into designing and delivering an intervention.

Talk to Your Data

Talk to Your Data is a private AI data agent that lets business teams ask plain-language questions across approved ERP, CRM, finance, operations, SQL, and knowledge sources. It connects to the data layer and returns answers with supporting business definitions, source systems, filters, data freshness, and query logic. Users can explore trends, comparisons, visuals, and follow-up questions while retaining context. Folio3 configures a semantic layer and validates query plans against approved data relationships. Its four-week implementation roadmap targets an initial working agent; timing depends on data access, quality, integration complexity, and scope.

  • Ask Business Questions In Everyday Language
    Let teams start with the question they need answered rather than waiting for an analyst to translate it into SQL and a report.
  • Query Approved Data At Its Source
    Connect business questions to approved sources and live data rather than relying on a snapshot or intermediary's exposed fields.
  • Verify Answers With Supporting Evidence
    Show users and reviewers how an answer was produced, including definitions, sources, filters, freshness, and query logic.
  • Use Consistent Definitions And Validated Queries
    Use shared business meanings and approved relationships when generating answers, reducing unsupported assumptions.
  • Explore Metrics Across Follow-Up Questions
    Follow up on an answer while retaining relevant business context.
  • Explore Trends And Visualize Data
    Explore approved data through conversational trends, comparisons, visuals, and follow-up answers.
  • Target An Initial Agent In Four Weeks
    Use a staged roadmap to target an initial working agent and validate it with pilot users; actual timing depends on scope and implementation conditions.

AI Guardian

AI Guardian is an enterprise AI governance platform that provides a governed path to AI across employee workspaces, approved models, agents, company knowledge, and business actions. Before a request reaches a model, knowledge base, agent, or business system, the platform verifies identity, enforces policy, inspects and masks sensitive data, routes the request, and logs the outcome. It supports Microsoft Teams, Slack, web, and mobile access, and can be deployed inside a private cloud environment.

Category: AI Governance Software

  • Apply Access Rules By Identity And Role
    Verify employee identity and apply permissions based on role, department, and policy.
  • Mask Sensitive Data Before Model Access
    Detect and mask sensitive information before model transmission, while shielding against prompt injections and preventing secrets from leaving the tenant.
  • Route Requests To Approved Models
    Apply access policies so requests go to models approved for the user's role and task.
  • Export Identity-Attributed Audit Records
    Provide traceable records of AI activity, policy decisions, and usage through dashboards and SIEM or CSV export.
  • Set Spend Caps And Token Quotas
    Set and monitor budgets and token limits by role or department, and review request-level costs.
  • Run Agents Under Shared Governance
    Enable agents to use company knowledge and perform approved actions while retaining consistent identity, permissions, and security controls.
  • Enforce Reusable Policies Across AI
    Manage role and department policies, approved models, and templates with consistent content and on-domain rules.
  • Keep AI Data Within Your Environment
    Deploy in a chosen cloud environment and use encryption, data residency controls, and tenant isolation to protect prompts, files, and logs.
  • Access Governed AI Across Workspaces
    Offer approved AI access in familiar channels while applying shared controls to requests and uploads.
  • Automate And Schedule Governed Workflows
    Run repeatable workflows on demand or on a schedule within platform governance controls.
  • Maintain Predictable Model Access
    Use provider fallback, caching, and rate limits to support continuity and predictable performance.

Automatic License Plate Recognition (ALPR) Software

Folio3 builds custom ALPR software to detect, read, and verify vehicle plates from images, recorded footage, and live camera streams. It converts plate readings and vehicle attributes into structured events, searchable records, and real-time alerts, and connects with cameras, video management systems, parking systems, access control, and enterprise workflows. The solution supports parking, gate access, traffic and tolling, and fleet operations, with cloud, edge, on-premise, and hybrid deployment options.

  • Read Plates From Images And Live Feeds
    Turn vehicle footage into plate readings across still images, archived video, and live camera streams.
  • Alert Teams To Flagged Vehicles
    Notify teams when recognized plates match configured vehicle rules.
  • Search Historical Vehicle Activity
    Keep vehicle events searchable with associated timestamps, camera details, confidence scores, and status.
  • Connect ALPR Events To Existing Systems
    Integrate recognition events with existing camera infrastructure and operational systems using APIs, webhooks, and supported platform connections.
  • Enrich Events With Vehicle Details
    Add vehicle attributes to plate events to provide more context for identification and operations.
  • Process Multiple Lanes In Real Time
    Recognize vehicles from live feeds and associate readings with lanes, timestamps, and camera events.
  • Adapt Recognition To Local And Difficult Footage
    Tune recognition to local plate formats and operational footage, and use confidence scoring and review flags when conditions affect readings.
  • Automate Vehicle Workflows Across Operations
    Apply plate recognition to parking, gate access, traffic and tolling, and fleet or yard operations.
  • Deploy Flexibly And Redact Sensitive Identifiers
    Choose a deployment approach suited to infrastructure, privacy, connectivity, and latency needs, and blur sensitive visual identifiers when required.
  • Deliver Structured Vehicle Event Data
    Provide consistent event fields for internal applications, dashboards, reporting tools, and connected workflows.

AI sports video analysis

Folio3 builds custom AI sports video analysis software using computer vision trained on sport-specific footage. It can track players and equipment, detect events and tactical patterns, analyze movement and technique, and generate searchable clips, highlights, and performance metrics. Solutions are tailored to sports, camera setups, event definitions, data ownership requirements, and coaching, scouting, or broadcast workflows.

  • Analyze Footage With Sport-Specific Models
    Align analysis with the team's footage, tactics, and event definitions.
  • Track Players And Equipment Across Feeds
    Maintain player continuity across camera views and add context by following sport-specific objects through play.
  • Identify Tactical Patterns And Team-Defined Events
    Surface tactical patterns and adapt event detection to actions analysts need to review.
  • Create And Share Highlights Automatically
    Reduce manual clip preparation by detecting key moments and creating clips for review or broadcast workflows.
  • Analyze Movement And Technique
    Give coaches movement and technique details from footage, including joint angles and mechanics.
  • Generate Searchable Performance Data
    Turn video into searchable clips, events, and performance information for analysis and reporting.
  • Fit Analysis To Your Cameras And Workflows
    Build around existing camera setups and align analysis outputs and integrations with established workflows.
  • Keep Sports Data Under Your Ownership
    Maintain ownership of analysis outputs and related data.

Mobile app development

Folio3 designs, develops, and delivers mobile applications for businesses, with a focus on automotive mobility and connected-vehicle experiences. Services include iOS and Android development, cross-platform frameworks, enterprise apps, IoT integrations, wearable and AR/VR apps, and mobile app prototyping. Folio3 describes its apps as reliable and secure and offers customized approaches, flexible engagement models, and ongoing technical support. The page also offers a six-to-eight-week timeline for getting an app prototype ready.

  • Build Apps For iOS And Android
    Develop mobile applications for the platforms listed in Folio3's services.
  • Create Apps For Automotive Experiences
    Build mobile applications for vehicle-related experiences, including dealership services, vehicle care and connectivity, navigation, and ride-hailing.
  • Connect Vehicles With Mobile And IoT
    Integrate mobile applications and custom IoT capabilities for connected-vehicle experiences and vehicle data exchange.
  • Choose From Multiple Development Frameworks
    Select from listed frameworks and technologies for mobile application development.
  • Validate App Ideas With Prototypes
    Develop an app prototype, with the page stating a six-to-eight-week timeline.
  • Move From Concept To Delivery
    Work across app conceptualization, development, and delivery, tailored to client requirements.
  • Build Reliable Apps With Ongoing Support
    Emphasize app reliability and security and provide technical support listed as available 24/7.
  • Develop Apps For Enterprise And Emerging Platforms
    Build enterprise, AR/VR, and wearable applications through the listed development services.
  • Select A Flexible Engagement Model
    Choose from the flexible engagement models offered as part of the service.

ERP services

Folio3 provides ERP implementation services for Microsoft Dynamics and NetSuite, with ERP implementations also listed for Odoo. ERP-related AI workflows support demand and cash-flow forecasting, invoice capture, accounts payable automation, natural-language questions about ERP data, and spend anomaly alerts. Folio3 also offers AgriERP, an agriculture ERP built on Microsoft Dynamics 365 and NetSuite for farm finance, crop, and livestock operations.

  • Implement ERP Platforms
    Work with Folio3 on ERP implementation across the platforms it identifies.
  • Forecast Demand And Cash Flow
    Use AI forecasting to support planning in finance and operations workflows.
  • Automate Invoice And Payables Work
    Use AI invoice capture and accounts payable automation in ERP workflows.
  • Ask ERP Questions In Plain English
    Let teams ask about ERP data in plain language rather than relying only on traditional reporting workflows.
  • Flag Spend Anomalies
    Identify unusual spending activity in finance and operations workflows.
  • Manage Farm Operations
    Support farm finance, crop operations, and livestock operations with an agriculture ERP.

Folio3 Ecommerce Services

Folio3’s ecommerce services apply AI to retail and ecommerce workflows. Capabilities include personalized product recommendations, product content generation at scale, shopping and customer support assistants, and inventory and pricing intelligence.

  • Personalize Product Recommendations
    Use AI-powered recommendations to personalize product suggestions across the shopping experience.
  • Generate Product Content At Scale
    Use AI to generate product content at scale.
  • Inform Inventory Decisions
    Use AI-driven inventory intelligence to support decisions and reduce reliance on guesswork.
  • Assist And Support Ecommerce Customers
    Use AI assistants to help customers as they shop and handle support interactions.
  • Inform Pricing Decisions
    Use AI-driven pricing intelligence to support retail and ecommerce pricing decisions.

Folio3 AgTech Services

Folio3 provides agriculture-focused technology services spanning AI, software, and enterprise systems. Applications include computer vision for livestock counting and health monitoring, alerts for behavior changes, yield and weather-risk prediction, and a farm data copilot. Folio3 also offers AgriERP for farm finance and crop and livestock operations, Cattlytics for organizing and tracking cattle records, and IoT-enabled farming apps.

Category: Custom Software Development Services

  • Monitor Livestock With Computer Vision
    Use computer vision to count animals and monitor their health.
  • Flag Changes In Animal Behavior
    Receive alerts about behavior changes that may warrant review.
  • Predict Yields And Weather Risks
    Use AI-based prediction to assess crop yields and weather risks.
  • Manage Farm Finance And Operations
    Support farm finance and crop and livestock operations with an agriculture ERP.
  • Access Farm Data Through A Copilot
    Ask questions about agricultural operations and access farm-related information.
  • Organize And Track Cattle Records
    Use a cattle management app to organize and track cattle records.
  • Develop IoT-Enabled Farming Apps
    Build farming applications using IoT technology.

Folio3 Digital Health Services

Folio3 provides digital health services and AI applications for healthcare workflows. Capabilities include clinical note summarization, patient intake and scheduling agents, governed access to health data, and support for imaging and diagnostics. Folio3 also describes AI agents for healthcare operations and clinical decision support.

Category: Custom Software Development Services

  • Summarize Clinical Notes For Review
    Help clinicians review visit information with AI-drafted summaries and detected follow-up items.
  • Streamline Patient Intake And Scheduling
    Use agents to support patient intake and scheduling workflows.
  • Govern Access To Health Data
    Apply governance to access to health data.
  • Support Imaging And Diagnostics
    Use AI to support imaging and diagnostic workflows.
  • Support Healthcare Operations And Decisions
    Use AI agents to support healthcare operations and clinical decision-making.

Managed services

Managed services is listed as a Folio3 service offering among its specialist divisions. The available content does not specify its scope or delivery details.

AgriERP

AgriERP is an agriculture ERP built on Microsoft Dynamics 365 and NetSuite for farm finance, crop operations, and livestock operations.

  • Manage Farm Finances
    Support farm finance operations through an agriculture-focused ERP.
  • Build On Established ERP Platforms
    Use an agriculture ERP built on Microsoft Dynamics 365 and NetSuite.
  • Manage Crop Operations
    Support crop operations through an agriculture-focused ERP.
  • Manage Livestock Operations
    Support livestock operations through an agriculture-focused ERP.

Burq

Burq is a delivery orchestration platform that decides how each order is fulfilled across stores, warehouses, and delivery providers.

  • Coordinate Order Fulfillment
    Determine how each order is fulfilled across stores, warehouses, and delivery providers.

Propertese

Propertese is a property management product built on NetSuite. It helps users manage properties, units, and tenants.

  • Manage Property Records
    Manage property information within Propertese.
  • Manage Unit Records
    Manage unit information within Propertese.
  • Manage Tenant Records
    Manage tenant information within Propertese.
  • Use NetSuite For Property Management
    Manage properties, units, and tenants using a product built on NetSuite.

PACScribe

PACScribe is AI-powered PACS medical imaging software for radiology groups that automates manual steps across imaging, reporting, and data flow.

  • Automate Imaging And Reporting Workflows
    Automate manual steps across imaging, reporting, and related data flows.

Cattlytics

Cattlytics is a cattle management app that organizes and tracks cattle records.

  • Organize And Track Cattle Records
    Keep cattle records organized and track them using the cattle management app.

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