Guided actions

    Complete complex corporate actions step by step. Follow guided workflows for officer changes, share issues, transfers, buybacks, address changes, registrations, restructures and other governance actions.

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    How guided actions works

    Complete complex corporate actions step by step. Follow guided workflows for officer changes, share issues, transfers, buybacks, address changes, registrations, restructures and other governance actions.

    Book a walkthrough
    01

    Twenty-five action types

    Entity registrations and closures, officer and trustee appointments and resignations, share issues, transfers and buybacks, address and name changes, restructures and custom actions: each with its own guided path.

    02

    Steps, documents and filings are one action

    A board resolution, a consent to act and an ASIC form are steps inside the action rather than three things to track separately, so completion means the whole matter is finished.

    03

    Jurisdiction aware by default

    Required documents, consents and filings adjust to the entity type and jurisdiction, so Australian companies, New Zealand companies, UK companies and trusts each follow the correct sequence.

    04

    Prefilled from the corporate record

    Officer details, share classes, addresses and signatories come from the register, and anything missing is flagged before documents are generated.

    05

    Multi-entity and resumable

    The same action can run across several entities at once, and long workflows can be paused and picked up later without losing progress.

    Questions, Answered.

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

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    No. EntityFlo surfaces what needs doing: compliance findings, obligations, renewals: but a person always initiates the action.

    Yes. Group-wide changes such as a registered office move or a policy update can be run once across the selected entities.

    Custom actions let you build the workflow you need, with your own steps, documents, owners and deadlines.

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    entity portfolio.

    Your first entity is free. No credit card, no lock-in. Set up in under 15 minutes.

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