Where governance work gets done.

    Governance Workflows is the place where you create documents, collect approvals and signatures, submit lodgements, manage renewals and update the corporate record—without leaving EntityFlo.

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    Every corporate action becomes a manual project.

    A single officer change means a resolution in Word, a consent chased over email, a form re-keyed into the regulator portal, a PDF filed somewhere and a register updated by hand. Nothing is connected, so nothing can be trusted.

    01

    Work tracked in inboxes

    Governance tasks live in email threads and personal spreadsheets, so nobody can say what is open across the group, who owns it or what happens next.

    02

    Documents rebuilt every time

    Resolutions, minutes, consents and notices get copied from the last deal, re-typed with new names and dates, and reviewed line by line to catch what was missed.

    03

    Lodgements re-keyed by hand

    The same details are entered again in the regulator portal after the paperwork is done, and statutory deadlines are tracked in a diary rather than the workflow itself.

    04

    The record updated last, if at all

    Registers, entity details and the document vault are updated after the fact: so the corporate record quietly drifts away from what actually happened.

    One workflow from task
    to completed record.

    EntityFlo guides every governance action from start to finish. Documents are created, approvals and signatures are collected, lodgements are submitted, and the corporate record is updated automatically.

    Work queue

    See every task and what happens next.

    Manage governance work across the entire group from one shared workspace, with clear owners, due dates, statuses and next actions.

    • Every open task across the group
    • Owners, due dates and next action
    • Kanban or list, filtered by entity
    Explore the work queue

    Work queue

    12 open · 3 due this week

    Task

    Owner

    Due

    Appoint director: consent & ASIC 484

    OpCo Pty Ltd · next: Signing

    PLToday

    Issue 250,000 ordinary shares

    Ventures Ltd · next: Documents

    NC3 days

    Registered office change

    Beach Bum Holdings · next: Lodgement

    IT6 days

    Renew AFS licence

    Coastal JV Pty Ltd · next: Evidence

    PL21 days

    Share buyback: selective

    Project SPV 1 · next: Approvals

    NC28 days

    One shared queue across every entity in the group

    How it actually works.

    1. 1

      Pick the action, pick the entities

      Choose the action and the entities: EntityFlo assembles the steps, documents and deadlines.

    2. 2

      Entity data flows into the workflow

      Officer details, share classes and signatories are pulled from the record, not retyped.

    3. 3

      Draft, approve, sign

      Documents are generated with data merged, reviewed, then signed digitally inside the document.

    4. 4

      Lodgement without re-entry

      Regulatory forms are prepared from the completed workflow and tracked through to lodgement.

    5. 5

      Registers, documents and history updated

      Registers update, documents file, findings resolve and one audit entry is written.

    25
    Guided corporate action types
    One place
    Documents, signing and lodgement
    Automatic
    Register and record updates
    Full trail
    Audit history on every action

    Questions, Answered.

    Everything teams ask before they move their corporate record into EntityFlo.

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    Governance Workflows is where the work gets done: corporate actions, documents, signing, lodgements, renewals and record updates. The Boardroom handles meetings and board decision-making: agendas, papers, minutes and voting. Decisions taken in the Boardroom can flow straight into a workflow for execution.

    Twenty-five guided action types across entities, officers and trustees, shareholders, governance and custom work: including registrations, officer appointments and resignations, share issues, transfers and buybacks, address and name changes, restructures, renewals and closures.

    Yes. Documents are generated, routed for review, then signed digitally by internal and external signatories. The signature, signer name and date and time stamp are applied inside the final PDF, which is stored against the action and the entity.

    Forms are prepared from the completed workflow with the information already captured, tracked against the statutory deadline and filed with the receipt stored on the entity: so nothing is re-keyed between the paperwork and the lodgement.

    Yes. Every action, step and document can be assigned to a team member with a due date. The shared work queue shows what is open, who owns it, what is overdue and what happens next across the whole group.

    Entity details and the relevant registers are updated, final documents are filed to the vault, related compliance findings are resolved and one audit entry is created: automatically, as part of finishing the action.

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    entity portfolio.

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