Digital corporate records

A real set of corporate records, only structured and searchable.

Every corporation gets pre-structured digital corporate records (called a minute book in Canada and the UK) with the folders, ledgers, and registers proper recordkeeping demands. Governance documents stay in their proper place and can be produced on demand.

Minute book with Ledgers and Registers folder
Structure

Folders that mirror a real set of corporate records.

Corporate documents, minutes & resolutions, ledgers & registers, financial records, agreements & contracts, compliance. Nothing to set up. Everything already in place.

  • Pre-built folders for every section of a minute book
  • Create sub-folders for special matters
  • Upload, preview, and version every document
  • Download the full minute book as a package
Templates

Templates for every register that matters.

Registers of directors, officers, board members, and shareholders. Shareholder ledger. Share transfer register. Debt obligation ledger. ISC and PSC registers. Corporate bylaws and shareholder agreements.

  • Curated templates that reflect the jurisdiction
  • Connected to your corporation's live data
  • Generate, edit, and keep a version history
  • Consistent output across every corporation you manage
Board members register populated with names, roles, appointment dates, and supporting documents — one example of the structured registers Octelligence templates produce
Activity log

Every change tracked, with the user, document, and timestamp.

Octelligence logs every action across your minute book. Uploads, edits, share issuances, certificate actions, approvals: each one stamped with who did it, when, and which document it touched. The result is an audit trail you can produce in seconds instead of reconstructing from email.

  • User attribution on every action
  • Timestamps on every change
  • Filterable by user, document, or date
  • Exportable for audit, diligence, or internal review
Activity log showing recent actions with user names, timestamps, and affected documents
Compliance Dossier

One export for audits, diligence, and client transitions.

When you need to hand a complete corporate record to an auditor, an investor's diligence team, or another firm, the Compliance Dossier bundles your minute book, registers, certificates, and activity history into a single structured export. No scrambling. No gaps.

  • Full minute book, registers, and certificates in one package
  • Timestamped activity history included
  • Regenerate on demand as records change
  • Clean handoff for audits and firm transitions
Compliance reminders

Stop discovering missed filings during the audit.

Octelligence tracks jurisdiction-specific compliance requirements: annual filings, director residency rules, beneficial ownership updates, and reminds you before they're due. Reminders are tied to the corporation, so they survive staff turnover and client transitions.

  • Jurisdiction-aware reminders for CBCA, OBCA, and US state filings
  • Director residency tracking
  • Beneficial ownership and PSC register updates
  • Customizable for firm-specific compliance cycles
Compliance reminders dashboard with upcoming filings, due dates, and jurisdiction tags
Register, certificates, cap table

The minute book holds the proof. The cap table builds on it.

Your share register isn't a list. It's the source for every certificate, every transfer, and every cap-table view. Move from minute book to verified certificates to a real cap table without leaving the platform or duplicating the data anywhere.

  • One register feeds certificates, transfers, and cap table
  • SAFEs, options, and warrants attached to your shareholders
  • Equity Timeline tells the chronological story
  • Public scenario links and an access audit log
Outcomes

What a proper digital minute book actually changes

Faster answers

Producing a director's appointment, a share issuance, or a shareholder register stops being a research project.

Audit-ready by default

Every document has a home, every change has a log, and every register stays connected to the corporation.

Consistency at scale

Every corporation you manage has the same structure, the same templates, and the same quality of record.

Records with structure. Records with proof.

Sign up and see how a proper digital minute book feels compared to a shared drive.