QI Folio

What QI Folio does

QI Folio is a privately held, Buffalo, NY-based software company that operates a cloud-based continuous quality improvement (QI) platform for health and human services organizations. The product is built around the Plan-Do-Study-Act (PDSA) methodology and consolidates six modules into a single integrated application: Chart Audit / Case Record Review, PDSA Project Management, Strategic Plan Mapping, Performance Indicators, Performance Indicator Monitoring, and SmartStory™, a proprietary feature that converts project activity into chronological, shareable narratives. The platform targets behavioral health, mental health, developmental disabilities, and child & family services agencies that must demonstrate functioning CQI programs to regulators, accreditation bodies (e.g., the Council on Accreditation), and grant funders.

The integrated platform replaces fragmented workflows across spreadsheets, Gantt charts, and document folders by providing KPI tracking with charting, task management with attribution, custom chart audit forms with deficiency-correction workflows, strategic plan mapping that links QI projects to agency goals, and SmartStory™ weblinks that do not require viewer licenses. Disclosed integrations include Power BI (via tutorial-driven use of exported data), Excel imports/exports, and EHR data ingestion. The company runs a sales-led direct motion with prominent "Request a Demo" CTAs and quote-based pricing; revenue is generated through SaaS subscriptions.

QI Folio is founder-led (CEO Tristan Keelan), operates with 1-10 employees, and has publicly disclosed only two named customers — CRi (Community Residences, Inc.) and Brightpoint (formerly Children's Home & Aid). No institutional funding, M&A activity, regulatory certifications, or financial disclosures appear in the source material, representing material data gaps for investors.

Name

QI Folio

Legal name

QI Folio

Website

https://qifolio.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

QI Folio is a Buffalo, NY-based SaaS company providing a unified quality improvement operating system built around the PDSA methodology for health and human services organizations, including behavioral health and child & family services agencies.

Ownership category

akta.pro rank

Product category

Healthcare Quality Improvement Software

NAICS

Computer Systems Design Services (541512)

SIC

Services-Computer Programming Services (7371)

akta.pro primary industry

Monitoring, Evaluation, Performance Management & Quality Improvement (HLAJAMAJ)

Keywords

• Quality improvement software
• PDSA methodology platform
• Healthcare compliance software
• Chart audit software
• Performance management software

Headquarters

HQ city

Buffalo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Platform Subscription: QI Folio operates as a SaaS platform offering quality improvement software to health and human service organizations. The platform combines multiple modules (Chart Audit, PDSA Project Management, Strategic Plan Mapping, Performance Indicators, Performance Indicator Monitoring, SmartStory) under one roof. Revenue is generated through software licensing subscriptions with no license required for viewing shared SmartStory links.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

QI Folio is a cloud-based Quality Improvement Operating System built around the Plan-Do-Study-Act (PDSA) methodology for health and human services organizations. It consolidates PDSA project management, KPI/performance indicator tracking, strategic plan mapping, chart audits, and SmartStory narrative presentation into a single platform, replacing fragmented spreadsheets, Gantt charts, and document folders. The product enables agencies to demonstrate CQI outcomes to executives, boards, and regulatory/accreditation bodies.

Product overview

QI Folio is a unified Quality Improvement Operating System designed specifically for health and human services organizations. The platform follows a platform-plus-modules architecture built around the Plan-Do-Study-Act (PDSA) methodology. The core platform integrates KPI tracking, strategic planning, and SmartStory reporting. The modular product suite includes: Chart Audit for case record reviews with custom forms and deficiency tracking; PDSA Project Management with Task Management for creating, assigning, and documenting project tasks; Strategic Plan Mapping for aligning projects to organizational goals; Performance Indicators for tracking KPIs over time with charting capabilities; Performance Indicator Monitoring for documenting data reviews; and SmartStory for generating shareable project narratives that pull events into chronological timelines. These modules work together to enable organizations to manage improvement efforts, document activities as they occur, and produce compelling stories for stakeholders.

Differentiator

Problem solved

Functional benefit

Brands

• SmartStory™: A feature that creates chronological narratives from project events, pulling comments, next steps, and uploaded documents into Plan Do Study Act project stories that can be shared via weblink.

Products and services

• QI Folio (Core Platform) The Complete Quality Improvement Operating System that combines PDSA methodology support, KPI management, and strategic plan alignment, enabling organizations to enter a presentation-ready state for sharing project outcomes inside or outside the organization. Targeted at health and human services agencies handling continuous quality improvement.
• Chart Audit / Case Record Review Manages chart audits and case record reviews with a custom form builder and closed-loop deficiency correction workflow. Includes weighted scoring, program/form score reporting, question deficiency scoring, and Excel export capabilities. Designed for health and human services compliance and quality teams.
• PDSA Project Management Plan-Do-Study-Act project management tool enabling creation, assignment, and completion of tasks within the PDSA framework. Tracks assigned, completed, and overdue tasks with various task types including KPI Analysis and Meeting Notes. Built for QI project leads in health and human services agencies.
• Strategic Plan Mapping Strategic plan management tool that allows uploading entire strategic plan documents, creating goal/strategy hierarchies, and tagging QI projects to specific plan elements. Supports reporting on project alignment to strategic goals for boards and accreditation bodies.
• Performance Indicators KPI tracking module for creating performance indicators by program with data entry or Excel import. Publishes charts for specified time periods (days, weeks, months, or years) and enables chart export to image files for downstream analytics.
• Performance Indicator Monitoring Documentation tool for reviewing performance indicator data, adding interpretive commentary, and analyzing data against stated targets. Pulls directly from the Performance Indicators module and creates shareable SmartStory summaries for executives and grant funders.
• SmartStory™ Proprietary narrative creation tool that pulls saved project events (meetings, analysis, action items) into a chronological timeline to tell Quality Improvement stories. Creates shareable weblinks with project details, team profiles, Aim statements, and conclusions that require no viewer license.

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature6 records

Partnerships

Two partnerships are on record, tiered core.

• BrightpointcoreStrategic or Co-development Partner · 28 August 2025Brightpoint, a community-based nonprofit serving children and families (formerly Children's Home & Aid, serving over 34,000 individuals annually across 70 Illinois counties), partnered with QI Folio to replace a 15-year-old homegrown system built on outdated technology. Brightpoint's Vice President of Quality Improvement noted QI Folio provides features comparable to their old system with increased flexibility, usability, and transparency in managing Quality Improvement data.
• CRi (Community Residences, Inc.)coreStrategic or Co-development Partner · 28 July 2025CRi, a nonprofit organization empowering individuals with mental health needs and developmental disabilities, partnered with QI Folio to advance strategic growth and continuous improvement. CRi aimed to utilize a platform supporting strategic goals through goal tracking to elevate business development functions and improve agency visibility. Key priorities included boosting operational efficiency via centralized management, fostering cross-department collaboration, and integrating the PDSA framework. CRi Executive Vice President noted QI Folio provides real-time insights into KPIs, projects, and strategic goals.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Asana: Project and task management SaaS occasionally used by HHS QI teams to track PDSA-style initiatives; serves as a low-end horizontal substitute for QI Folio's PDSA Project Management module.
• MasterControl: Established quality management system (QMS) vendor spanning life sciences and adjacent industries with document control, CAPA, and quality workflows that larger HHS agencies could adopt as a horizontal alternative.
• Tableau: Enterprise analytics/visualization platform used by HHS organizations to build KPI and outcome dashboards; adjacent to QI Folio's performance-indicator storying and capable of replacing parts of the workflow.
• Smartsheet: Generic work management and tracking platform sometimes used by QI teams in HHS for project tracking and reporting, representing a 'build-it-yourself' alternative to QI Folio's purpose-built modules.
• ComplianceQuest: Cloud-native QMS platform with quality, document, and supplier management that competes for the same quality-improvement and accreditation use cases at a broader enterprise software level.

Direct peers

• Sandata Technologies: Provider of HCBS/home-care management and quality reporting technology with EVV and outcomes tracking, addressing regulatory and accreditation QA workflows in HHS alongside QI Folio.
• Qualifacts: Vendor of behavioral-health EHR platforms (CareLogic, Credible, AIRS) that include quality management and outcome tracking modules for HHS agencies — overlapping QI/accountability workflows for the same buyer profile as QI Folio.
• ContinuumCloud: Microsoft Dynamics-based ERP/HIS platform purpose-built for behavioral health and human services agencies, with case management, quality, and outcome reporting features that compete for the same QI buyer.
• Benchmark Tracker: Quality improvement tracking and reporting platform used by health and human services agencies for PDSA-style project documentation, KPI management, and accreditation reporting — closely aligned with QI Folio's core use case.
• Relias: Provides training, performance, and quality improvement tools for healthcare and human services organizations, including PDSA-aligned content and analytics for HHS compliance and accreditation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/qi-folio

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about QI Folio