EntityFlo

Overview

EntityFlo combines company, trust, partnership and foreign-entity records with ownership, officeholder, register, document and filing workflows. It is aimed at corporate groups, family offices, property developers, and accountants and advisers handling multiple entities. The product is made by EntityFlo Pty Ltd, based in Robina, Queensland, Australia.

Key features

Entity records and governance

Records can include officers, trustees, shareholders, cap tables and documents. Governance workflows cover resolutions, meetings, voting, e-signing and bulk actions, with audit trails. That combination can reduce the need to manage entity information separately from approval work; teams seeking only a basic register may not need such a broad workflow set.

Compliance and filings

EntityFlo tracks annual reviews, renewals, company debt and solvency across Australia, New Zealand, the UK, the US, Canada and Ireland. ASIC is its only connected registry today, so international coverage should not be mistaken for direct connections to registries in every supported jurisdiction. Outside Australia, the platform prepares filings for users to lodge with their local registry.

Flo and integrations

Flo is included in every plan and can answer questions across group entities, draft resolutions and minutes, run appointments and filings, and scan compliance continuously. Microsoft Entra ID and Google Workspace integrations are also available. Those capabilities are useful across plan sizes, though the single-entity free tier limits how much group-level work it can accommodate.

Security and support

EntityFlo says it encrypts data at rest with AES-256 and in transit with TLS 1.3, hosts it on AWS, and uses role-based access control, audit trails and two-factor authentication. ISO 27001 and SOC 2 Type II are in progress. Guided setup begins with Control; Enterprise includes a dedicated implementation manager, and Scale includes priority support.

Pricing

The free First entity plan costs 0.00 USD per free and includes one entity, full feature access and no credit card requirement. It is a useful way to cover a single entity, but the one-entity cap rules it out for most of EntityFlo’s intended multi-entity audience.

Paid plans are priced monthly in AUD. Starter costs 199.00 AUD per month for up to 25 entities, 5 users and 25GB of storage in AU. Control costs 399.00 AUD per month for up to 50 entities, 10 users and 50GB in AU, NZ and the UK. Corporate costs 699.00 AUD per month for up to 100 entities, 15 users and 75GB in those same jurisdictions. Control adds more capacity and regional coverage than Starter, while Corporate expands those allowances further.

Scale costs 999.00 AUD per month for up to 200 entities, 25 users and 100GB, with coverage across AU, NZ, the UK, Singapore, the US, Canada and Ireland. It is the listed fit for larger groups needing the broadest jurisdiction coverage and priority support. Enterprise covers 200+ entities with custom allowances, bespoke pricing and a dedicated implementation team.

There is no free trial. Plans have no lock-in and can be cancelled in account settings; data remains exportable for 90 days after cancellation. The cheaper paid tiers give up entity, user and storage capacity, and have narrower jurisdiction coverage than Scale.

Platforms

EntityFlo runs on the web. Its integrations include Microsoft Entra ID, Google Workspace and ASIC; other registry connections are planned.

Who it's for

EntityFlo is a strong fit for organisations managing several related entities alongside governance approvals and recurring compliance obligations. Starter is the entry point for smaller AU portfolios, while Control and Corporate add capacity and coverage into NZ and the UK. Scale is better suited to larger groups spanning its wider listed jurisdiction set. A single-entity organisation can use the free plan, but should weigh whether it needs EntityFlo’s broader workflow capabilities.

Pros and cons

• Pro: Entity records and governance workflows sit together, including ownership records, approvals, e-signing and audit trails.
• Pro: Flo is included in every plan, so AI assistance is not reserved for higher tiers.
• Pro: The free plan provides full feature access for one entity without requiring a credit card.
• Con: The free plan's one-entity cap makes it unsuitable for the multi-entity groups the product targets.
• Con: ASIC is the only connected registry today; users outside Australia must lodge prepared filings with their local registry themselves.
• Con: ISO 27001 and SOC 2 Type II are still in progress.

Alternatives

For another freemium option, Alethia has a free tier capped at five managed entities and a Registry plan priced at 1000.00 GBP per year; its paid plans commit for 12 months. Inform Direct may suit readers who want free standard functionality for up to 10 companies and pay separately for chargeable transactions, including a Pay as You Go option at 15.00 GBP per transaction.

Group Vision Web offers a hosted SaaS option with an annual subscription model and no perpetual licence requirement. Computershare BoardWorks includes all modules and unlimited committees, with additional users charged. Diligent Audit is a paid option with pricing requested from Diligent, while CSC Corptax is enterprise corporate tax software priced through a requested demo.

GlobalBoards is another paid alternative. DiliTrust Entity Management uses custom pricing based on users, selected solutions and customization.

Browse more options in Legal Entity Management Software.

Verdict

EntityFlo is worth considering for corporate groups and advisers who want entity records, governance processes and multi-jurisdiction compliance tracking in one web platform, with Flo available on every tier. Look elsewhere if direct registry connections beyond ASIC are essential, or if the one-entity free plan is too restrictive and the paid monthly allowances do not fit your portfolio.