Entity management software, built for the way groups actually run.
Cosecs, CFOs and GCs use EntityFlo to manage every company, trust and SPV from one platform — with live registers, AI drafting, group-wide compliance scoring & issue tracking and ASIC lodgement included.
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.
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, drafts the paperwork with AI grounded in your data, and lodges with ASIC inside the same workflow.
What modern entity management actually covers.
When you cross five entities, spreadsheets stop being a system. The bar is end-to-end management of every entity-level event with one record of truth.
Four reasons groups outgrow spreadsheets and folders.
At one entity, anything works. At ten, the math against tooling stops working. These are the four jobs EntityFlo is built around.
One source of truth
Officers, members, addresses and share classes live in a structured database, not a stack of PDFs.
End-to-end actions
Every entity-level event is one workflow producing the resolution, register update, document and lodgement together.
Continuous compliance
The 8-category engine scans every entity continuously. The dashboard rolls up across the group with a single score.
Group-aware
Permissions, reporting and structure charts are designed for many entities, not bolted onto a single-entity tool.
EntityFlo vs spreadsheets vs legacy cosec tools.
Cas360, BoardRoom and similar legacy tools are still document and lodgement focused. EntityFlo treats the whole group as one system.
Seven questions before you buy an entity management platform.
A platform that ticks all seven will scale with you from 5 to 500 entities.
- 01
Is the underlying data structured (database) or unstructured (documents)?
- 02
Does it score compliance continuously across every entity in the group?
- 03
Can it model trusts, SPVs and partnerships natively?
- 04
Does it lodge with ASIC, or stop at draft?
- 05
Are officers global so resignations cascade across appointments?
- 06
Does the UBO engine recalculate as ownership changes?
- 07
Can advisers be granted access to specific entities only?
A typical week running a 30-entity group.
Group review
Open the dashboard. Compliance score, top issues, upcoming filings across all 30 entities in one view.
Director change
One workflow: consent, resolution, register update, Form 484. Cascades to every affected entity.
UBO refresh
Ownership change triggers automatic chain roll-up. Beneficial ownership register updated across affected entities.
Lodgement run
Queued Form 484s and annual reviews lodged via Integrated with ASIC. Audit trail complete.
One price. Everything in. Cancel anytime.
No per-document fees. No per-filing fees. No paywalled AI tier. The first entity is free, forever.
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?
AU has full ASIC integration. NZ and UK are jurisdiction-aware. Other jurisdictions are managed 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 Athennian or Cas360?
EntityFlo is built around a live database with AI drafting and continuous compliance scoring & issue tracking. Legacy tools focus on document and filing workflows.
Does it replace our outsourced cosec?
For routine work, yes. For ASX listings and complex transactions, outsourced cosec still adds value.
One platform for every entity in your group.
First entity free, forever. Bulk-import the rest in under an hour.
We use cookies to improve your experience. Essential cookies are always active. You can accept all cookies or choose essential only.