AI TOOL PROFILE
EntityFlo: Entity Management and Corporate Governance Software
- Legal
- Legal Practice Management
- Company Secretaries
- CFOs
- General Counsel
- Compliance Teams
- Private Equity Managers
- Family Office Principals
Pricing
Flat monthly subscriptions start at $199/month for up to 25 entities. All plans include a 14-day free trial and a 20% discount for annual billing.
At a glance
- Best for
- Company Secretaries, CFOs, General Counsel, Compliance Teams, Private Equity Managers
- Key use cases
- Managing Multi-Entity Corporate Groups, Private Equity Portfolio Oversight, Family Office Structure Management, Company Secretarial Practice Scaling
- Integrations
- ASIC API
- Official website
- Visit EntityFlo official website
How AI is used
EntityFlo is a corporate governance platform designed as a single source of record for businesses managing multiple legal entities. It supports moving entity data from spreadsheets into a structured system that provides registry syncing and compliance monitoring.
The tool is built for teams managing multi-entity corporate groups, private equity portfolios, family offices, and professional services firms. It operates as a licensed ASIC Digital Service Provider in Australia and supports additional jurisdictions.
Key capabilities include tracking ultimate beneficial ownership (UBO), managing the lifecycle of SPVs and trusts, and generating governance documents such as resolutions and minutes. The platform includes an AI assistant to help users identify compliance obligations.
Buyers should consider their entity count, as pricing is tiered by the number of entities managed. Those with global structures should confirm if their specific jurisdictions are currently supported.
Key Features
Live Entity Registers
Centralised records of directors, shareholders, and key dates with sync from the ASIC registry.
Automated ASIC Filings
Direct API integration for pre-filling and lodging ASIC forms, such as Form 484, without manual portal entry.
Compliance Health Scoring
A 0-100 scoring system that monitors entities against jurisdictional rules and flags missing filings or outdated documents.
UBO Structure Charts
Visual mapping of ownership chains with look-through logic to identify ultimate beneficial owners for AML/CTF obligations.
Governance Hub
Tools for generating board resolutions and minutes, and managing digital signatures within a document vault.
Rebecca AI Assistant
An AI governance assistant designed to help teams surface compliance issues and navigate their entity portfolio.
Use Cases
Managing Multi-Entity Corporate Groups
Centralising registers and monitoring annual reviews across subsidiaries to help maintain audit-readiness.
Private Equity Portfolio Oversight
Tracking SPV lifecycles and generating UBO reports to support regulatory and lender requirements.
Family Office Structure Management
Organising multi-generational trusts and companies with alerts for recurring obligations.
Company Secretarial Practice Scaling
Managing multiple client portfolios with unified registers and ASIC lodgements.
Integrations
- ASIC API
FAQ
What is EntityFlo used for?
- EntityFlo is used to centralise entity registers, support ASIC lodgements, track beneficial ownership, and monitor corporate governance compliance across multiple legal entities.
Does EntityFlo integrate with ASIC?
- Yes, it is a licensed ASIC Digital Service Provider (DSP) with direct API integration for registry sync and direct lodgements.
Which jurisdictions does EntityFlo support?
- The platform currently supports entities registered in Australia, New Zealand, the United Kingdom, the United States, Canada, and Ireland.
How is EntityFlo priced?
- It uses flat monthly subscriptions based on entity count, starting at $199/month for the Foundation plan (up to 25 entities).
Source category: Legal
Source subcategory: Legal Practice Management
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