Fintura CIPC integration
Look up a company at CIPC by name or registration number and pull its record onto a Fintura client, or upload a client list and enrich the whole portfolio in one run.
What is the Fintura CIPC integration?
The Fintura CIPC integration is a one-way pull of company records from the Companies and Intellectual Property Commission into Fintura, so a South African company or close corporation arrives as a Fintura client without being typed in. Directors, registered and postal addresses, auditors, share capital, previous names and the tax details CIPC holds all come across against the registration number.
There is nothing to connect and no credentials to enter, because CIPC lookup is available to every Fintura workspace from the first day rather than being switched on by an administrator. Changes at CIPC are typically reflected within about two days, so a client you refresh comes back close to the register's current position.
What syncs, and in which direction
Every row is what the CIPC connection does today.
| Data | Direction | When | What happens |
|---|---|---|---|
| Company record | CIPC to Fintura | On import, and on each refresh you run | Registered name, registration number, entity type, status, registration date and financial year end are written onto the client. |
| Directors and members | CIPC to Fintura | On import, and on each refresh you run | The directors' register is completed from the CIPC record instead of being captured by hand. |
| Registered and postal addresses | CIPC to Fintura | On import, and on each refresh you run | Both addresses arrive as CIPC holds them, so the client's correspondence details match the register. |
| Auditors, share capital and previous names | CIPC to Fintura | On import, and on each refresh you run | The secondary company detail a firm normally rekeys off a disclosure document arrives with everything else. |
| VAT registration and income tax number | CIPC to Fintura | On import, and on each refresh you run | The tax details held on the CIPC record come across. They are CIPC's, and nothing here is read from SARS. |
| Bulk enrichment of an imported client list | In Fintura | After you import a client list | Fintura works down the uploaded companies by registration number and shows each row as it searches, enriches, completes or fails, with a retry per row. |
| Change notifications | In Fintura | During a refresh you have run, where a field differs | Fintura compares what CIPC now returns against what it held, writes the differences and tells you what moved. |
| Annual return records | In Fintura | After a refresh changes the company detail behind them | Affected annual return records are regenerated so the compliance view follows the register rather than an old capture. |
How you would use it
Add one client from CIPC
Clients, then Add Client, then search by company name or registration number. Pick the company out of the results, review the record CIPC returns, and choose Import. The client is created with its directors and the directors' register already completed.
Or bring the whole client list in
Clients, then Import Clients. Choose the entity type, download the matching template, fill it in and upload it as a spreadsheet. The Preview step shows what will be created and flags duplicates before anything is written.
Watch the bulk enrichment run
Once you confirm the import, Fintura enriches each company from CIPC by registration number. A progress panel shows every row as it searches, enriches and completes, marks the ones CIPC could not find, and lets you retry a single row.
Refresh when you need to
Open a client and choose Refresh, or bulk-refresh from the client list. Fintura writes what changed, regenerates the annual return records behind it, and leaves the fields you have edited by hand alone.
What it does not do
- Does not file anything with CIPC. Annual returns, director changes and beneficial ownership filings are prepared and tracked in Fintura, and a person lodges them.
- Does not pull beneficial ownership from CIPC. What comes across is the company record, its directors and its share capital.
- Does not watch CIPC on your behalf. You refresh a client, or bulk-refresh from the client list, and Fintura writes what changed.
- Does not read anything from SARS. The income tax number that arrives is the one held on the CIPC record.
- Does not enrich what CIPC does not hold. Trusts, individuals and sole proprietors import from your spreadsheet with nothing to match against, although a trust can be looked up on the Trust Register instead.
- Does not match on anything but the registration number. A wrong or malformed number comes back as not found, and that row has to be sorted out by hand.
- Does not overwrite a field you have corrected by hand, which also means a field you have corrected will not put itself right from CIPC later.
- Does not write anything back. Nothing leaves Fintura for the register.
Frequently asked questions.
What South African firms ask about CIPC in Fintura.
No. CIPC data comes into Fintura and nothing goes back. Company records, directors, addresses, share capital and the tax details CIPC holds are pulled onto the client, and any filing that follows is prepared and tracked in Fintura and lodged by a person. There is also nothing to connect: CIPC lookup is available to every workspace from the first day.
No. Fintura prepares and tracks the work, and a person lodges it. Annual returns, director changes and beneficial ownership filings are document generation and workflow inside Fintura, not a filing channel to the registry.
Changes at CIPC are typically reflected within about two days. Your own client register picks a change up when you refresh that client, or when you bulk-refresh from the client list, so what you are looking at is as recent as your last refresh against a register that is itself close to current. Fintura does not watch CIPC for you.
Not from the register. Beneficial ownership is not among the data pulled from CIPC. What comes across is the company record, its directors, its addresses and its share capital, and beneficial ownership filings are prepared and tracked in Fintura for a person to lodge.
Yes, by uploading it first. You import your client list from a template as a spreadsheet, and Fintura then enriches each company from CIPC by registration number, showing every row as it searches, enriches and completes. Rows CIPC cannot find are marked so you can deal with them, and a single row can be retried on its own.
Related integrations
Trust Register
Look up a trust on the Master of the High Court register and pull its trustees onto a client.
SARS
Every taxpayer on the client record, with VAT201 and EMP201 filed from there.
Xero
Turn approved time into Xero invoices, and see what has been paid.
COIDA and UIF
COIDA and UIF deadlines, forms and jobs, tracked against the client inside Fintura.
The modules behind this: Compliance dashboard · Client onboarding
