Portfol makes required governmental reporting simple and efficient.

Generate your agency’s EDA Semi-Annual Report with one click. Create your SBA 504 Annual Report and USDA Quarterly Report concisely and correctly. Print, preview, and export all your reports to PDF, Word, or Excel.


From entering projects to reporting to CIIS, Portfol helps make NMTC simple. With easy tracking and inclusive fields, Portfol allows you to validate and export your CDE Allocatee TLR report to upload directly into CDFI’s website. Portfol is the only software certified to be CIIS compatible for CDE and CDFI TLR reporting and is reviewed every year!