Finance runs on PDFs.
Start running faster.

AI-Native PDF Workspace Built for Finance

Replace Adobe with a faster, smarter way to work.

Every file found in seconds. Every PDF put straight to work.

The Front Door to Every File

Spend less time digging through folders and emails.

  • Your inbox and folders, searchable as one – instantly find any PDF or Office file
  • Pick up where you left off – recent and pinned PDFs one click away
  • No training required – simple interface, built on shortcuts you already know
  • No migration, no uploads – files on your device are searchable right where they are, automatically

Review & Comment

The everyday PDF tools you expect – faster, cleaner and built for your workflows.

  • Zero clutter – no feature bloat; file names shown correctly, finally
  • Every Ctrl+F result, browsable at once – no more hunting match by match
  • Chat with your documents – get answers without leaving the PDF
  • Scanned documents – automatically made searchable
  • Edit, annotate, merge, split, compare – with ease

Extract & Share

Send it, snip it, spreadsheet it – straight from the page.

  • Share instantly – email the PDF you’re viewing or link directly to any page and place
  • Excel export – any table or chart, straight into Excel
  • High-resolution snips – no more Snipping Tool blur
  • Clean copy-paste – text comes out right, not scrambled
  • Ultra-fast conversion – Office to PDF in seconds; re-convert and the open version auto-refreshes

eSignatures

Request and track eSignatures without leaving your documents.

  • Request signatures in place – no separate signing tool, no re-upload
  • Track who has signed – status on every party, at a glance
  • Signed copies filed automatically – back into the folder they came from
  • Legally binding – tamper-evident seal and full audit trail on every document

Your PDFs deserve better.

Adobe logotype
vFolio logotype
Built In
1993
2026
Built For
Everyone
Finance professionals
AI
Add-on assistant
AI-native
>2x faster

to open a PDF

>3x faster

to convert Office files to PDF

0.6% of the size

35 MB vs. 5.6 GB

Local-first architecture. Maximum privacy.

Yours alone

Your library lives on your own device, never pooled with other customers, and we keep no copy.

No training on your data

Your documents are never used to train or improve AI models.

Independently tested

SOC 2 Type II in progress.

Works offline

Open, read, and edit your documents with no internet connection required.

Modern & secure data practices

Protected access and verified, tamper-proof updates.

Encrypted everywhere

Your data is encrypted in transit and at rest.

The switch, in their own words.

  • “A breath of fresh air.”
    Executive Director
    Investment Banking
  • “Makes you realize how many little things are broken with the status quo.”
    Principal
    Real Estate Investing
  • “Simple front-end, powerful back-end.”
    Partner
    Private Equity
  • “I spend less time searching through folders and more time focused on the actual analysis.”
    Vice President
    Asset Management
  • “Hard to believe email and folder search hasn’t worked until now.”
    Associate
    Investment Banking

Answers to questions you may have.

Under a minute. Connecting your email is optional and takes one click.

vFolio works with files right where they live on your device, so anything in a synced folder (e.g., OneDrive, SharePoint, Dropbox, Egnyte) shows up like any other file. Nothing to migrate, nothing to upload.

The in-app onboarding checklist walks you through it in two clicks. You can also do it anytime from Settings.

Yes, everything vFolio saves is a standard PDF. vFolio follows industry-standard encryption and password-protection guidelines as well.

Install the vFolio Chrome extension and downloaded PDFs open straight in vFolio.

vFolio is currently Windows-only.