--- title: "EntityFlo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about EntityFlo Software - reviews, pricing plans, popular comparisons to other Entity Management products and more." source_url: "https://www.capterra.com/p/10036818/EntityFlo/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # EntityFlo Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) EntityFlo ## What is EntityFlo? EntityFlo is AI-native entity management and corporate governance software for mid-market groups managing 5–200+ entities in-house across Australia, New Zealand, the UK and the US. It's built for the people who carry the risk and do the work: the CFO who signs the filings, the General Counsel acting as Company Secretary, the family office lead holding a complex structure together. They carry the liability — EntityFlo gives them the control to match it. Most tools track your obligations. EntityFlo does the work. One wizard appoints a director across the group: resolutions drafted, consents signed, registers updated, filings lodged, beneficial ownership recalculated — one decision, every obligation handled. FloSec, the AI company secretary, drafts from your live data and cites every source. If your group runs on spreadsheets and portals, EntityFlo replaces all of it. ## What is EntityFlo used for? [Agentic AI](https://www.capterra.com/agentic-ai-software/)[Board Management](https://www.capterra.com/board-management-software/)[Entity Management](https://www.capterra.com/entity-management-software/) Top alternative Featured Starting price A$199 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for EntityFlo?[Manage this product listing](https://www.g2.com/products/entityflo-ai-powered-governance-compliance-entity-management/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### EntityFlo 0.0 VS. [4.7 (366)](https://www.capterra.com/p/149069/Diligent-Boards/reviews/) Starting Price A$199 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.6 (829) Value For Money 0.0 (0) Value For Money 4.4 (643) Customer Service 0.0 (0) Customer Service 4.8 (619) ## EntityFlo alternatives [4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.3 (128)](https://www.capterra.com/p/151082/BoardEffect/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars Highest Rated [4.8 (80)](https://www.capterra.com/p/201025/Easy-Board/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (60)](https://www.capterra.com/p/172971/Aprio/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## FAQs about EntityFlo Overview ### What company size and specific industries is EntityFlo built for? EntityFlo is designed for corporate groups and mid-market to enterprise organizations in investment management, property and real estate, development, construction, asset management, and professional services, including investment funds, family offices, private credit and equity firms, property groups, developers, builders, and asset managers. Features and Usability ### What are the key features of EntityFlo? EntityFlo offers entity data management, corporate structure management, and ownership tracking for organizing company records. It also includes workflow management, approval process control, task management, and deadline tracking, plus compliance management, audit trail, document management, electronic signature, reporting and analytics, and third-party integrations. Integrations ### Which third-party tools and platforms does EntityFlo integrate with? EntityFlo connects natively to Gmail, Google Drive, and Microsoft 365. These integrations cover email, cloud storage, and productivity workflows, giving teams access to the core Google and Microsoft platforms used for daily document and communication tasks. Getting Started and Support ### What training and onboarding options does EntityFlo offer? EntityFlo offers in person training, live online sessions, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow guided remote setup, and documentation provides written reference material for self-paced review and ongoing use. Getting Started and Support ### What customer support options does EntityFlo offer? EntityFlo offers email/help desk, FAQ/forum, and phone support. These channels give users several ways to get assistance and find answers, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 128 Entity Management reviews Capterra data shows that buyers of Entity Management rank the following features as their top priorities: - **Secure Data Storage** (**62%** of reviewers rated this feature as critical) - **Entity Data Management** (**65%**) - **Compliance Management** (**51%**) EntityFlo supports all three features that reviewers identify as most important: **Secure Data Storage**, **Entity Data Management**, and **Compliance Management**. Together, these capabilities help businesses keep sensitive records protected, maintain accurate entity information, and stay on top of regulatory requirements, allowing teams to manage governance work with greater confidence and control. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Approval Process Control Manage the process of evaluating documents or requests submitted for approval EntityFlo 43 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Autonomous Task Execution: Completes tasks independently without constant human intervention - Built-In Database: A system that allows access to a database structure without relying on an external program - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Categorization/Grouping: Organize and group data or items based on various criteria - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contract/License Management: Track, store, and access client contracts or licenses - Corporate Structure Management: Create and maintain a chart of relationships between different parts of an organization or multiple organizations and its stakeholders - Customizable Reports: Alter the layout and content of reports - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Electronic Filing: Transmit documents to regulatory authorities over the web - Electronic Signature: Digitally sign online documents - Entity Data Management: Record and update information on legal entities - Financial Records Tracking: Collect and store tax records and other financial documents of the organization - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Minutes Management: Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Jurisdictional: Supports entities in multiple states and countries - Natural Language Processing: Process and analyze human language in text or audio form - Ownership Tracking: Record and track numbers of shares by owner - Registered Agent Services Integration: Integration with a registered agent service provider for efficient handling of legal and compliance documents on behalf of a business - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Subsidiary Governance: Establish and track rules to be applied across various entities related to the main entity - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: Create, design and manage workflows for repetitive tasks --- ## Pricing Free Trial Foundation A$199.00 Flat Rate,Per Month Control A$389.00 Flat Rate,Per Month Corporate A$599.00 Flat Rate,Per Month Scale A$799.00 Flat Rate,Per Month Group A$999.00 Flat Rate,Per Month Enterprise Bespoke pricing ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.