Entity management for boards
Board Meeting Software for Multi-Entity Groups
Agenda, board pack, voting, minutes, resolutions and lodgement in one flow: drafted from the meeting and the live entity register, then filed against the right entity.
Your first entity is free. No credit card required.
Board meeting software handles the full meeting lifecycle: agenda, board pack, attendance, voting, minutes and resolutions. EntityFlo adds AI-drafted minutes (FloSec AI), digital voting that syncs to the corporate register, and an audit trail that ties every decision to the resulting filings.
What breaks once you pass five entities.
Board packs are assembled by email
Agenda, financials and resolutions are stitched together the night before.
Minutes are written from scratch
Drafting takes days and the register updates they imply are done separately.
Decisions do not reach the register
A resolution approving a share issue does not update the cap table it changed.
Four design choices that separate a meeting tool from governance software.
A meeting tool runs the meeting. Governance software runs everything around it. EntityFlo is the second.
One lifecycle
Pre, during, post: all one workflow. No reassembling from emails.
AI minute drafting
FloSec AI produces the first draft. You spend 4 minutes editing, not 40 writing.
Conflicts surfaced live
New related-party transactions flag against declared interests automatically.
Register sync
Resolutions affecting the register update the cap table or officer list automatically.
The EntityFlo operating model.
Model the legal record first: entities, officers, members, dates.
Turn every task into one workflow with documents and signatures attached.
Let FloSec AI draft from the live record, never from a blank page.
Lodge with the regulator from inside the action, not a separate portal.
Continuously scan for stale records, missing items and overdue obligations.
Built for CFOs, General Counsel & Company Secretaries.
The board meeting lifecycle, automated.
Same split: AI drafts the artefacts, humans run the meeting and make the calls.
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EntityFlo vs board portals vs DIY tools.
Diligent, BoardEffect and others are document distribution tools. EntityFlo runs the secretary work too.
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Because We’ve Done the Work Ourselves.
EntityFlo was built by people who understand the complexity, risk and manual work behind managing corporate groups.
"We went from spreadsheets and email chains to having every entity, every officer, and every deadline in one place. The compliance AI alone has saved us from three potential ASIC penalties."
"EntityFlo's structure charts finally gave our board the visibility they needed. Every ownership chain mapped, every UBO calculated. The lenders were impressed."
"Managing 40+ trusts and companies across three generations was chaos. EntityFlo made it simple. The compliance alerts alone are worth the price."
One flat monthly rate. Scales with your group.
No per-document fees. No per-filing fees. No paywalled AI tier.
The questions buyers actually ask.
Does it record the meeting?
Optional. With consent, FloSec AI can summarise the recording into a draft minute.
Can guests attend?
Yes. Per-meeting permissions support scoped guest access.
Is voting share-weighted?
Yes, where required by the constitution or resolution type.
Can resolutions be passed without a meeting?
Yes. Circular resolutions are supported with e-sign.
Does it integrate with calendar tools?
Yes. Sync to Google or Microsoft calendars.
What about board evaluation?
Survey templates are included for periodic board evaluation.
Run the board meeting. Skip the secretary work.
Free for one entity. Set up your next meeting in fifteen minutes.