Do we have to clean our data before we start?

No. Migration is part of the product. You bring the spreadsheets, exports and document folders you have today; conflicts surface as reviewable work and a person approves what becomes authoritative.

Does this replace our ERP, tax or document management system?

No. Entiti is the legal entity operating layer between them. ERP, tax, finance, document management and your local advisors stay where they are.

How is this different from a folder tree and a form pack?

The data model. The entity is a connected object carrying ownership, people, evidence, obligations and history, so questions can be asked across all of it and answered with sources attached.

Can the AI be trusted with legal records?

Portfolio Intelligence never answers without showing what it read. Every material answer returns the entity records, appointments and source documents behind it, scoped to the permissions of the person asking.

What security certifications do you hold?

We publish certifications and service commitments only once they are achieved and independently supportable. What the platform is designed around today is role- and scope-based access, traceable audit history, encryption in transit and at rest, customer data export, and documented backup and recovery. SSO/SAML and enterprise identity support expand as larger deployments mature.

Who is this built for?

Two operating models on one graph. Corporate services and company secretarial firms administering client portfolios, and in-house legal, company secretarial, governance and tax teams governing their own subsidiaries.

What does an Entity Health Check involve?

A structured assessment of your entity data, workflows and operating model. About eight minutes, no demo required, and nothing to install.

What happens to our data if we leave?

You export it. Customer control of entity data is a product feature, not a negotiation.

Platform

One platform. From trusted entity data to action.

Entiti connects the Entity Master, ownership, people, documents, obligations and work so Legal, Finance and Tax teams know what is true, see what needs attention and get the right work done.

See how Entiti works Assess My Entity Operations

Governed data before automationSource-backed intelligenceControlled action with evidence

app.entiti.ai/portfolio

Ashcombe Group132 legal entities · 6 jurisdictions

Live

System of RecordTrusted entity informationIdentity · ownership · people · evidence · obligationsVerified

System of Intelligence7 items need attentionDeadlines · evidence gaps · conflicts · changesExplained

System of ActionRoutine work prepared1 decision needs your approval1 decision

Recordtrusted contextIntelligencefocused attentionActioncontrolled completionEvidencebetter context

How Entiti works

Three systems. One continuous operating loop.

Record establishes trusted context. Intelligence shows what matters. Action moves the work forward. Completion evidence updates the System of Record.

01 · System of Record

Know what is true.

Connect legal identity, ownership, people, documents, obligations and history to the source behind each important value.

Sources attachedConflicts visibleHistory retained

Entity Master · ENT-3144 of 5 proven

Ownership · 74%Share register · reviewed

Proven

Director appointmentNo appointment evidence attached

Review

Registered officeStatutory register · current

Proven

02 · System of Intelligence

Know what needs attention — and why.

Surface material deadlines, evidence gaps and conflicts, then show the affected entities, supporting sources and confidence.

SurfaceExplainAsk

Portfolio Intelligence7 need attention

Filing deadlineAshcombe Holdings · approval missing

Action

Ownership conflict74% vs 60.4% · 2 sources

Explain

Missing evidenceDirector appointment · 1 entity

Review

03 · System of Action

Get the work done — under control.

Prepare routine work, apply policy and approvals, verify completion and keep the evidence connected to the entity.

PrepareApproveComplete

Director renewal · ENT-3141 decision

Context preparedRules, documents and owner assembled

Done

Approval requiredConfirm director term

You

Completion evidenceAttached after approved work completes

Next

System of RecordTrusted context

System of IntelligenceFocused attention

System of ActionControlled completion

Completed work → evidence → System of Record update → better context for the next decision

Platform capabilities

Everything around the legal entity stays connected.

Seven capabilities share the same entity context, permissions, sources and history, so teams do not rebuild the story each time work moves from data to decision.

Govern the foundation

Establish the trusted entity context.

EMEntity MasterLegal identity, registrations, Tax IDs, fiscal year and local attributes.OSOwnership & StructuresParent, subsidiary, shareholder and UBO relationships with evidence.PGPeople & GovernanceDirectors, officers, appointments, terms and authorities.DEDocuments & EvidenceCertificates, resolutions, registers and proof connected to what they support.

Operate the portfolio

Turn context into attention and action.

OWObligations & WorkDeadlines, ownership, approvals, blockers and completion evidence.RAReporting & Audit TrailPortfolio reporting, change history and source-to-completion evidence.PIPortfolio IntelligenceMaterial signals, source-backed answers and portfolio analysis.

Works with your existing stack

Keep your specialist systems. Connect the entity context.

Entiti sits across ERP, tax, HR, payroll, banking, documents and local advisors so Legal, Finance and Tax teams operate from one governed entity context.

ERP & Accountingfinancial context

Taxregistrations & returns

HR & Payrollpeople context

Entiti

The governed legal-entity layer connecting data, attention and action.

Record · Intelligence · Action

Banking & Paymentsaccount context

Documentsevidence

Local advisorsjurisdiction expertise

No rip-and-replace. Keep the systems and providers that already do their jobs. Entiti connects the legal-entity context around them.

Portfolio structure

Organize the portfolio the way you operate.

Enterprises can group entities by organization, business unit or region. Service providers can keep each client in a clear boundary. The core entity model stays consistent underneath.

Enterprise portfolio

Your organization → business units → portfolios → legal entities

How the portfolio is organized

Organizationglobal parent
Business unitregion or division
Portfoliooperating scope
Legal entitygoverned context

Portfolio-wide visibilitySee the whole portfolio without losing local entity detail.

Access follows the structureSet access by business unit, country, portfolio or legal entity.

Who does the work

My team, Entiti, or both.

Choose who handles each area of work. Keep it with my team, let Entiti manage it, or share the responsibility. You can choose differently by legal entity or country.

Governance
Annual filings
Tax
Accounting
Payroll

Choose how the work is handled

My team stays in control.

Entiti brings the right information together, prepares the work and keeps the evidence. My team reviews, decides and completes it.

Ashcombe Holdings Ltd

Choose who handles each area of work for this legal entity.

Handled by my team

Responsibility by area of work
Area of work	Handled by	What this means
Annual filing	My team	Filing prepared
Payroll review	My team	Issue and context flagged
Director renewal	My team	Renewal pack prepared
Registered office change	My team	Evidence retained

Change who handles an area of work at any time.

Your entity information, permissions, approvals and audit history stay in the same place.

Migration

Come as you are.

Bring the spreadsheets, exports and records you already have. Entiti maps the data, surfaces conflicts and routes what needs review to the right person. No separate cleanup project is required first.

01 · Import
Bring what exists.
Spreadsheets, exports, documents and legacy records, however they are held today.
Sources identified
02 · Map
Normalize the data.
Map source fields into the entity, ownership, people and document model.
Fields mapped
03 · Reconcile
Resolve conflicts.
Duplicates, missing values, contradictory ownership and stale evidence surface for review.
Exceptions surfaced
04 · Approve
Establish the baseline.
A named reviewer confirms what becomes the approved starting position.
Baseline approved

Import is not authority.

Nothing becomes authoritative simply because it was uploaded. Provenance stays attached, conflicts stay visible and an approved decision establishes the starting position.

Start small. Prove it. Then expand.

Global cutover is never required to get value.

Enterprise · one region or business unitCorporate services · one client portfolio

See how migration works