Every corporation. One connected workspace.
Hold the corporations you manage to the same standard for records, approvals and governance, whoever on your team opens the file.
Built for organizations managing multiple entities.
Each organization works differently. The records underneath follow the same structure.
Holding companies and corporate groups
Manage parent companies, subsidiaries and related entities with consistent corporate records and ownership visibility.
For corporate groupsLaw firms
Maintain registers, resolutions, certificates and governance history across corporations under your administration.
For law firmsAccounting firms
Keep ownership and corporate information organized for tax planning, reporting and advisory work.
For accounting firmsCorporate service providers
Standardize recordkeeping and recurring governance workflows across large portfolios of entities.
For service providersOne standard across every entity.
The same structure, templates and approval steps for each corporation, so governance stays consistent as the portfolio grows.
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1
Organize
Each entity set up the same way from the start.
- Minute book, registers and certificates
- Directors, officers and board members
- CSV import for corporations, people and share classes
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2
Maintain
Routine work done the same way every time.
- Templates in US or Canadian wording
- Resolutions signed without a login
- Compliance reminders and tasks
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3
Answer
Evidence ready when an entity faces review.
- Record Graph from transaction to supporting records
- Historical reconstruction, exported as PDF or CSV
- Compliance Dossier, regenerated on demand
Advanced and above
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4
Oversee
When the work calls for it, see how entities connect and what needs attention.
- Entity Relationships for ownership and control
- Corporate Oversight for outstanding items
- Structure Scenarios before a reorganization
Business and Enterprise
Governance that holds across the portfolio.
Every corporation follows the same approval steps and access rules, so a gap in one entity is flagged the same way as a gap in any other.
Approvals behind each transaction
Link each issuance, transfer and grant to the resolution that approved it. Transactions without one are flagged.
Every plan
A log of every change
Every action is recorded with who made it and when, so accountability survives changes in staff and advisors.
Every plan
Access by role
Two-factor authentication for every user. Roles set who can view or edit each entity, and 2FA can be enforced per corporation.
Advanced and above
Records that survive a handover
When an entity moves to another firm or takes its records in-house, export the full record, including registers, documents and certificates. Verification links keep working.
Capabilities that grow
with your portfolio.
Every multi-entity plan covers the Organize and Maintain steps above. Higher plans add evidence for reviews, then oversight across entities.
Core
Each entity's minute book, registers, certificates and cap table, with templates, e-signature, compliance reminders and tasks.
Advanced
Adds Record Graph, the record at a past date, the Compliance Dossier, your own templates and role-based access.
Business
Adds Corporate Oversight, Entity Relationships, Structure Scenarios and Corporate Intelligence Reports.
Entity allowances, users and prices are on the pricing page, where the plan finder shows the lowest-priced plan for your entity count. Enterprise covers larger portfolios. See plans and pricing
Make every corporation's record easier to manage.
See how Octelligence helps you standardize corporate records, streamline recurring work and govern more companies with confidence.