Entity Register

Managing entities across a corporate group means tracking hundreds of data points — registration numbers, addresses, officer appointments, share structures, governing documents, and compliance dates. When this information lives in spreadsheets, shared drives, or the memories of individual team members, it becomes unreliable. Details go stale. Updates get missed. And when a transaction, audit, or regulatory inquiry requires accurate information, the scramble to reconstruct records costs time, money, and credibility. A digital entity register solves this by providing a single, structured source of truth for every entity in your group. Every change is tracked. Every update is timestamped. Every record is accessible to authorised users in seconds, not hours.

EntityFlo's Entity Register captures the full profile of every company, trust, partnership, and fund in your group. For each entity, you get: • Legal name, trading names, and former names • Registration numbers (ACN, ABN, ARBN, NZBN, and international equivalents) • Registered office and principal place of business addresses • Date of registration, jurisdiction, and entity type • Current status (active, dormant, deregistered, in liquidation) • Key dates — annual review dates, financial year end, renewal dates • Custom fields for internal reference numbers, cost centres, or project codes Every field is searchable, filterable, and exportable. You can view your entire entity portfolio on a single screen or drill into any individual entity for complete detail.

Whether you manage 5 entities or 500, EntityFlo's Entity Register scales without adding complexity. Group entities by client, division, jurisdiction, or any custom taxonomy. Filter by status, type, or compliance health. See at a glance which entities need attention and which are current. For professional services firms managing client entities, the register supports multi-client isolation — each client group's entities are separated with appropriate access controls while giving your team a unified view of everything they manage.

Every change to an entity record in EntityFlo is logged with a timestamp, the user who made the change, and the previous value. This creates a complete audit trail that satisfies regulatory requirements and internal governance standards. You can see exactly when an address was updated, who changed a director's details, or when an entity's status was modified — without relying on email chains or version-controlled spreadsheets. When auditors, regulators, or transaction counterparties ask for entity information, you can provide it instantly with full provenance. No more reconstructing records from multiple sources.