Entity Management Software

    Entity management for groups of 5–500+

    Entity Management Software for Corporate Groups

    EntityFlo gives legal, finance and company secretarial teams one workspace to manage every company, trust and SPV: live registers, officers, ownership, obligations and ASIC lodgement in one system of record.

    Your first entity is free. No credit card required.

    Modern Australian boardroom interior with a corporate group seal overhead and organisational chart on the back wall.
    Every entity in one register
    Officers and ownership live
    Group-wide compliance
    ASIC lodgement built in
    Direct answer

    Entity management software keeps every legal entity in your group accurate and compliant from one platform: officers, shareholders, registers, documents, filings and beneficial ownership. EntityFlo unifies all of it. Every action: appointing a director, issuing shares, closing an entity: generates the resolution, updates the register, and lodges with ASIC in the same workflow. Nothing is tracked separately and reconciled later.

    The problem

    What breaks once you pass five entities.

    01

    Spreadsheets stop scaling

    Officers, members and dates duplicated across tabs that no longer agree with each other. The share register is the first to go: past three or four shareholders per entity, tracking transfers, allotments and changes by hand starts producing errors nobody catches until an audit or a raise.

    02

    Every change becomes four separate jobs

    One director appointment means a consent, a resolution, a register update and a filing: done by hand, in four places.

    03

    Nobody can see the whole group

    No single view of which entities are current and which are exposed.

    What you get

    The orchestration layer for governance.

    Every board decision cascades automatically into the downstream obligations, filings, and register updates it creates. You make the decision once; EntityFlo carries it through the group.

    One source of truth

    Officers, members, addresses and share classes live in a structured register: not a stack of PDFs and spreadsheet tabs.

    End-to-end actions

    Every entity-level event is one workflow producing the resolution, register update, document and lodgement together: not four disconnected tasks.

    Continuous compliance issue tracking

    The 8-category engine scans every entity in the group continuously and surfaces what needs attention: not a score, an issue list you can act on.

    Group-aware by design

    Permissions, reporting and structure charts are built for many entities from the ground up, not adapted from a single-entity tool.

    How it works

    The EntityFlo operating model.

    1

    Model the legal record first: entities, officers, members, dates.

    2

    Turn every task into one workflow, with documents and signatures attached.

    3

    Flo drafts from the live record: never from a blank page.

    4

    Lodge with the regulator from inside the action: not a separate portal.

    5

    Continuously scan for stale records, missing items and overdue obligations.

    The split

    What modern entity management actually covers.

    Past five entities: or past three or four shareholders on any one register: spreadsheets stop being a system. The bar is end-to-end management of every entity-level event, from one record of truth.

    Task
    EntityFlo handles
    You handle
    Cross-entity officer view
    One profile per person, every appointment visible
    Approve appointments and resignations
    Live cap table
    Real-time across every entity in the group
    Authorise share movements
    Beneficial ownership
    Continuous UBO roll-up through every chain
    Disclosure judgement calls
    Annual reviews & filings
    ASIC due-date tracking, debt agreements, 484s
    Solvency sign-off and signature
    Group compliance issues
    8-category detection across every entity
    Resolve flagged issues
    Document & resolution drafting
    Flo drafts from live register data
    Edit and sign
    Structure charts
    Ownership, control, UBO and authority views
    Share with advisers and the board
    Add or close entities
    Step-by-step wizards with full audit trail
    Authorise the action

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    Versus

    EntityFlo vs. spreadsheets vs. others.

    Most tools stop at documents and lodgement. EntityFlo treats the whole group as one live system of record.

    Capability
    EntityFlo
    Spreadsheets
    Others
    Group-wide compliance issue tracking
    Yes, 8-category engine across the group
    Annual review and debt-date alerts, not a group-wide issue view
    Document drafting from live register
    Yes, Flo drafts from live data
    Template-based document production tied to transactions
    Live cap table across the group
    Yes, real-time across every entity
    Manual
    Per-entity share register with transaction history
    Trust and SPV first-class support
    Yes, AU trusts native
    Manual
    Trust module with distribution support, not UBO look-through
    ASIC Digital Service Provider lodgement
    Common among AU-focused platforms, EDGE-compliant direct lodgement
    Beneficial ownership engine
    Yes, continuous roll-up through trust layers
    Beneficial owner field on individual transactions, not a continuous roll-up

    Swipe the table to see more

    Why Us

    Because We’ve Done the Work Ourselves.

    EntityFlo was built by people who understand the complexity, risk and manual work behind managing corporate groups.

    "
    M
    Murphy's Consulting
    Corporate Group · 11 Entities

    "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."

    Chris Murphy
    Chris Murphy
    Director · Murphy's Consulting
    Horizon Group

    "EntityFlo's structure charts finally gave our board the visibility they needed. Every ownership chain mapped, every UBO calculated. The lenders were impressed."

    Michael Kavanagh
    Michael Kavanagh
    CFO · Horizon Group
    Kestrel Family Office

    "Managing 40+ trusts and companies across three generations was chaos. EntityFlo made it simple. The compliance alerts alone are worth the price."

    Jane Whitmore
    Jane Whitmore
    Family Office Principal
    80%
    Less governance admin
    99.9%
    Filing accuracy
    100%
    Ownership visibility
    <5 min
    Build your entire group structure
    Pricing

    One flat monthly rate. Scales with your group.

    Entities
    Price
    Up to 25
    $199 AUD/mo
    Growing groups
    Scales with entity count, up to $1,499 AUD/mo

    No per-document fees. No per-filing fees. No paywalled AI tier.

    FAQ

    The questions buyers actually ask.

    How many entities can EntityFlo handle?

    Tested to 500 entities per group. The platform gets more useful the more entities you have.

    Does it work across jurisdictions?

    Australia has full ASIC integration. New Zealand and the UK are jurisdiction-aware. Other jurisdictions are supported via document drafting.

    Can multiple users have different access?

    Yes. Permissions are per-entity, per-section and role-based.

    What entity types are supported?

    Companies (Pty Ltd, public, LLP), discretionary and unit trusts, partnerships, SMSFs and SPVs.

    How is it different from Diligent, CAS 360, or BoardPro?

    EntityFlo is a unified system of record that integrates directly with the regulator, built Australian-first for companies and trust structures by design. It's not filing and lodgement software: it's an orchestration layer that creates an active, version-controlled register of everything you do, updated as you do it.

    Does it replace our outsourced company secretary?

    No. It gives your outsourced company secretary and your internal team one central platform to work from, so both sides are always on the latest version of the record: no emailing spreadsheets back and forth, no reconciling versions.

    Set up in under 5 minutes

    One platform for every entity in your group. First entity free, forever. Bulk-import the rest in under an hour.

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