FolioCore is an offline AI document analysis application for macOS that extracts structured data from contracts and financial agreements locally, on the accountant's own machine. Client confidentiality holds by construction: there is no upload, so the engagement file never leaves the laptop.
Reading a 60-page lease to transcribe commencement date, term, renewal options and payment steps is data entry with a professional's hourly rate attached.
FolioCore's extraction isolates dates, amounts, parties and obligations into a structured matrix you can export to CSV or Markdown and drop into your workpapers. Every value links back to the page it came from, so review is a click, not a re-read.
Engagement letters and financing agreements carry terms the firm is expected to verify: limitation of liability, fee arrangements, termination, indemnities, confidentiality.
Run a checklist against the document and each expected item comes back OK or NOT FOUND with the supporting text highlighted. With the Full license you encode your firm's own checklist once and reuse it on every engagement.
When the client sends the revised financing agreement, the question is what actually changed, and whether a number moved.
Semantic Redline compares the versions by meaning and runs a deterministic check on numbers and dates, so a changed amount cannot hide inside reworded text. Differences are shown side by side on the real documents.
Drop a PDF into FolioCore. Files are opened read-only; the original is never modified and its hash stays intact.
Pick a checklist package, an extraction profile, a version comparison or just ask a question. Everything runs on your Mac.
Each result is cited and highlighted on the exact page of the original document, so verification takes seconds.
Produce a clean PDF, Markdown or CSV report for your file, your client or your workpapers.
Yes. FolioCore runs its extraction entirely on-device. The document is read from disk into local memory, analyzed by local AI models and never transmitted anywhere.
FolioCore exports clean CSV and Markdown. Extracted values arrive as a structured table ready for your workpapers or lease schedules, each with a citation to the page it came from.
Every value is grounded: click it and FolioCore shows the exact passage in the original PDF. Numbers and dates in version comparisons are additionally checked deterministically, not just by the language model.
No. FolioCore Full is a one-time purchase on the Mac App Store. A free Light plan lets you evaluate it on your own documents first.
Any Apple Silicon Mac (M1 or later) on macOS 26 runs checklists and extraction. Chat with Document and Semantic Redline need 16GB of memory or more.
The free Light plan runs the full offline pipeline on files up to 15 pages. Upgrade once, keep it forever. No subscription, no account, no upload.