Onboard Your Entire Portfolio in 60 Seconds.
The Problem & Consequence
Bulk CSV Upload: Add 10 to 1,000+ entities in one click.
Auto-Enrichment: Live data pulls directly from the registry.
Centralized Dashboard: Every entity's health in one view.
Instant Validation: System flags incorrect data for correction.
How It Works
Core Capabilities
High-Velocity Onboarding
Bulk CSV Import: No limit on the number of entities added at once.
Data Validation: Automatic flagging of invalid CIPC registration numbers.
Manual Quick-Add: Easily add individual companies as you onboard new clients.
Automated CIPC Enrichment
Deep Data Sync: Automatically pulls Director details, registration dates, and company types.
Annual Return Tracking: Live status pulls for every entity in your list.
Compliance Status: Instant "Red/Green" indicators based on live registry standing.
Intelligent Monitoring
Service Pipeline: High-level view of every entity requiring attention.
BO Registry Monitoring: Track beneficial ownership compliance across the group.
Audit-Ready History: Full change history preserved for every entity.
Persona Benefits
The Practice Owner
The Finance Leader
Feature-Specific Pricing
Onboard Your Practice in 60 Seconds.
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