Question 1

What is a SaaS management platform?

Accepted Answer

A SaaS management platform is software that helps organizations discover, manage, and optimize their software-as-a-service (SaaS) applications. It provides visibility into all SaaS tools being used across the company, tracks spending, identifies shadow IT, manages licenses, and helps optimize costs. Folio goes beyond traditional SaaS management by using AI to automatically detect applications, assess security risks, and provide optimization recommendations in real-time.

Question 2

How does Folio detect shadow IT?

Accepted Answer

Folio detects shadow IT by integrating with your identity providers (like Okta or Azure AD), SSO systems, expense management tools, and corporate credit card systems. Our AI analyzes login patterns, expense reports, and network traffic to identify applications that employees are using without IT approval. We automatically classify each application by risk level and provide recommendations for approval, replacement, or remediation. Detection happens continuously, so you're always aware of new shadow IT as it emerges.

Question 3

What integrations does Folio support?

Accepted Answer

Folio integrates with 50+ systems including: Identity providers (Okta, Azure AD, OneLogin), SSO systems (Google Workspace, Microsoft 365), expense management (Expensify, Concur, Ramp, Brex), HRIS systems (Workday, BambooHR), and cloud infrastructure providers. We also offer APIs and webhooks for custom integrations. New integrations are added monthly based on customer requests. All integrations use OAuth 2.0 and follow enterprise security best practices.

Question 4

How long does implementation take?

Accepted Answer

Most customers are up and running in under 5 minutes. Setup involves connecting your identity provider and expense systems through our one-click OAuth integrations. Folio immediately begins discovering applications and typically completes the initial scan within 2 minutes. Full historical analysis (previous 12 months) completes within 24 hours. Unlike competitors that require 1-2 weeks of professional services, Folio is designed for instant self-service deployment.

Question 5

Can Folio track SaaS spend by department?

Accepted Answer

Yes. Folio automatically categorizes SaaS spend by department, team, cost center, and individual user. We pull organizational data from your HRIS system or identity provider to map applications to business units. You can view spend dashboards by any dimension, set department-level budgets, get alerts when departments exceed thresholds, and generate reports for budget planning. CFOs use this feature to allocate costs accurately and hold department leaders accountable for their SaaS spend.

Question 6

Is my data secure with Folio?

Accepted Answer

Absolutely. Folio is SOC 2 Type II certified, GDPR compliant, and follows enterprise security best practices. Your data is encrypted in transit (TLS 1.3) and at rest (AES-256). We use role-based access controls, support SSO and MFA, and maintain audit logs for all actions. We never sell or share customer data. Our infrastructure is hosted on AWS in SOC-compliant data centers with 99.9% uptime SLA. Annual penetration testing and continuous vulnerability scanning ensure ongoing security.

Question 7

What's the difference between Folio and a CMDB?

Accepted Answer

A CMDB (Configuration Management Database) tracks IT infrastructure and configuration items, requiring manual data entry and updates. Folio is purpose-built for SaaS management with automated discovery, continuous monitoring, and AI-powered optimization. While CMDBs focus on infrastructure, Folio focuses on applications, costs, and business value. Folio integrates with CMDBs (like ServiceNow) to provide a complete view, but serves a different purpose: helping CFOs and CIOs control SaaS costs and shadow IT, not just tracking assets.

Question 8

Do you offer a free trial?

Accepted Answer

Yes! Folio offers a 14-day free trial with full access to all features. No credit card required to start. During your trial, you get automated SaaS discovery, shadow IT detection, spend analytics, optimization recommendations, and dedicated support. After the trial, you can choose a plan that fits your organization size. We also offer free migration assistance from other SaaS management platforms.

Question 9

How does pricing work?

Accepted Answer

Folio uses transparent per-employee pricing with three tiers: Starter ($25/employee/year for up to 100 employees), Professional ($40/employee/year for 100-1,000 employees), and Enterprise ($50/employee/year for 1,000+ employees). All plans include unlimited applications, integrations, and users. Volume discounts apply for large enterprises. Unlike competitors who charge custom quotes and hidden fees, our pricing is published on our website and you can calculate your exact cost instantly. Annual contracts get 20% off monthly pricing.

Question 10

Can Folio help with compliance requirements?

Accepted Answer

Yes. Folio helps you stay compliant with SOC 2, ISO 27001, GDPR, HIPAA, and other frameworks. We automatically assess each discovered application against your compliance policies, flag non-compliant tools, identify applications storing data in non-approved regions, track data processing agreements, and generate compliance reports for auditors. Our risk scoring incorporates compliance requirements, so you immediately know which applications pose compliance risks. Many customers use Folio specifically to prepare for and maintain security certifications.

SaaS Management Platform
That Actually Finds Everything

How Folio Discovers Your Full SaaS Estate

Auto-Discovery

Shadow IT Detection

Continuous Monitoring

Connects to Your Existing Systems

Identity Providers

SSO Systems

Expense Systems

Shadow IT Detection & Discovery

Detect Unapproved SaaS Applications

Track Usage Patterns Across Teams

Security Risk Scoring

Compliance Gap Identification

Shadow IT Risk Dashboard

Automatic Risk Indicators:

SaaS Spend Optimization

Duplicate Application Detection

License Optimization

Vendor Consolidation

Automated Recommendations

Where SaaS Savings Come From

Immediate Impact

Continuous Optimization

Zero Manual Work

Calculate Your Savings

SaaS Savings Calculator

Ready to Optimize Your SaaS Spend?

Folio vs Other SaaS Management Platforms

Why Teams Choose Folio

AI-First Approach

Transparent Pricing

Fastest Time to Value

Everything You Need to Know About SaaS Management

Stop managing applications the way you have been

SaaS Management PlatformThat Actually Finds Everything