Corporate records that tie to the books.
Keep each client corporation's registers, share issuances and governance records reconciled and current, ready for year-end, audit and review engagements.
- Registers and share issuances
- The record at year-end
- Exports for workpapers
- Reports across clients
Year-end pain is often corporate-record pain.
Accounting firms don't draft the resolutions, but the whole practice lives with the consequences when nobody did: longer fieldwork, harder sign-offs and the same records chased every year.
Equity nobody can explain
Share issuances that were never documented show up as unexplained equity in the financials.
Cap tables that don't tie
The cap table says one thing and the share register another, and the engagement runs over budget while someone reconciles them.
Records chased every spring
Bylaws, registers and resolutions requested from the client again each year, in whatever form they arrive.
Registers you can reconcile.
Each client's cap table is built from its own share register, so issued and fully diluted shares tie back to the transactions behind them.
- Shareholder, director and officer registers kept current as records change
- Issued and fully diluted shares by class and instrument
- The Equity Timeline of issuances and transfers in order
- Bylaws, resolutions and certificates in a structured minute book you can review
The record as it stood
at year-end.
When the engagement needs the corporate record at a balance sheet date, it is already there to export.
Ownership at a past date
Reconstruct recorded ownership and governance at a selected date, compare two dates and export the result as PDF or CSV.
Advanced and above
Compliance Dossier
Registers, certificates, corporate records and activity history in one structured PDF or ZIP, regenerated as records change.
Advanced and above
Prepared by your firm
Name the reviewer a dossier is prepared for, and your firm's name appears on its cover page.
Advanced and above
Reporting straight from the record.
Exports go into workpapers on every plan. On Business, reports and oversight cover many clients at once, so outstanding items surface before fieldwork does.
Exports for workpapers
Registers export to CSV or PDF and governance documents to Word, ready for the engagement file.
Every plan
Consolidated reports
Report on up to 25 client entities at once, instead of one file at a time.
Business and Enterprise
Scheduled reports
Corporate Intelligence Reports go out on the weekly or monthly schedule you set.
Business and Enterprise
Outstanding items across clients
Corporate Oversight shows approvals, signatures and supporting records still outstanding across client entities.
Business and Enterprise
Capabilities that grow with your practice.
Every plan covers the registers, minute books and certificates above. Higher plans add the record at a past date, access control and reporting across clients.
Core
Every register, minute book, cap table and certificate, with Word, PDF and CSV exports.
Advanced
Adds the record at a past date, the Compliance Dossier, Record Graph and role-based access.
Business
Adds Entity Relationships, Corporate Oversight and Corporate Intelligence Reports across clients.
Entity allowances, users and prices are on the pricing page, and Enterprise covers larger portfolios. See plans and pricing
Resources for accounting practices.
Checklists, tools and guides from the Octelligence library.
Bring the corporate record into year-end.
Keep each client's registers and records structured through the year, so year-end starts from a record instead of a request.