Intelligent
documents.
Smarter
workflows

Folio Security builds AI tools for PDF scanning, OCR extraction, document understanding, smart search, and workflow automation. Turn every file into structured, searchable, actionable data.

Built for global teams Scan, understand, and act on documents in seconds.
Folio Security AI document workspace showing a scanned PDF, extracted data, AI summary, and smart search
DOCUMENT AI WORKSPACE
Discover
PDF Scanning OCR Extraction AI Summaries Workflow Automation
Product Suite /

Everything teams need to work with documents

From high-quality scans to AI understanding and automation, Folio Security helps teams convert PDFs, invoices, contracts, receipts, reports, and forms into operational data.

01

Scan & Capture

Turn paper, images, and messy uploads into clean PDFs with deskew, crop, enhancement, and batch capture.

02

OCR & Extraction

Extract text, tables, fields, signatures, totals, dates, and line items from documents across global formats.

03

AI Understanding

Generate summaries, key points, tags, answers, risk notes, and follow-up actions from any uploaded file.

04

Workflow Automation

Route documents, validate fields, export data, trigger approvals, and connect to business systems.

Workflow /

From scanned PDF to completed action

Use one consistent pipeline to capture documents, enrich them with AI, and move the result into the systems your team already uses.

  1. Capture

    Scan, upload, or import files from cloud storage and email.

  2. Recognize

    Clean the document and detect text, tables, fields, and layout.

  3. Understand

    Summarize, classify, tag, and answer questions with AI.

  4. Search

    Find facts, metadata, and extracted values across your archive.

  5. Automate

    Trigger approvals, exports, alerts, and downstream actions.

  6. Audit

    Keep traceable records, confidence signals, and review history.

Security & Scale /

Reliable document AI for global operations

Folio Security is designed for teams that need accurate AI output, clear review paths, and dependable integrations across markets and business units.

01

Multilingual Ready

Process global document formats with OCR, language detection, and structured extraction workflows.

02

Human Review

Use confidence scores, editable fields, and approval steps before data moves into production systems.

03

Secure Access

Control workspace roles, document permissions, exports, and operational audit trails.

04

API First

Connect document intelligence to CRMs, ERPs, finance tools, ticketing systems, and internal apps.

Use Cases /

Built for document-heavy work

Folio Security fits teams that handle high volumes of PDFs and scanned records, where accuracy, speed, and repeatable workflows matter.

  • Finance teams processing invoices, receipts, statements, and reimbursements
  • Legal and compliance teams reviewing contracts, evidence, and regulated records
  • Operations teams digitizing forms, logistics documents, and service paperwork
  • Research and education teams searching across reports, papers, and scanned archives
Contact /

Build smarter document workflows with Folio Security

Tell us about your document volume, file types, languages, and business systems. We will help map the right AI tools and PDF scanning workflow.

[email protected] +1 800 555 0196 Global remote-first product team

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