# EntityFlo Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about EntityFlo Software - reviews, pricing plans, popular comparisons to other Entity Management products and more.

Source: https://www.capterra.com/p/10036818/EntityFlo

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# 

 EntityFlo Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on July 6, 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

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

A$199

Flat Rate, Per Month

Free trial  
available

Includes Free Version

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://entityflo.com/&name=EntityFlo)

## 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.

[4.8 (28)](https://www.capterra.com/p/232144/FileJet/reviews/)

Starting Price

A$199

Flat Rate, Per Month

Starting Price

$350

Usage Based, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.8 (239)

Value For Money

0.0 (0)

Value For Money

4.8 (217)

Customer Service

0.0 (0)

Customer Service

4.9 (225)

## EntityFlo alternatives

[4.0 (1)](https://www.capterra.com/p/166246/Blueprint-OneWorld/#reviews)

Starting price

$10000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.8 (24)](https://www.capterra.com/p/191810/EntityKeeper/reviews/)

Starting price

$5000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Employment Hero](https://www.capterra.com/p/144645/Employment-Hero/)

[4.4 (239)](https://www.capterra.com/p/144645/Employment-Hero/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/144645/Employment-Hero/)

Highest Rated

[Athennian](https://www.capterra.com/p/181889/Athennian/)

[4.8 (43)](https://www.capterra.com/p/181889/Athennian/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/181889/Athennian/)

## 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 funds, family offices, private credit and equity firms, property groups, developers, builders, asset managers, and professional services firms. It fits businesses that manage complex entity structures and related administrative workflows across these sectors.

Features and Usability

### What are the key features of EntityFlo?

EntityFlo offers entity data management, corporate structure management, and ownership tracking for organizing legal entities. It also includes compliance management, audit trail, audit management, and multi-jurisdictional support, plus document management, electronic filing, electronic signature, workflow management, customizable reports, and access controls/permissions.

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, file storage, and productivity workflows, giving teams core connectivity with widely used Google and Microsoft tools.

Getting Started and Support

### What training and onboarding options does EntityFlo offer?

EntityFlo provides documentation to help teams get started. Documentation offers written reference material for setup steps, feature guidance, and later review when users need to check details or follow procedures at their own pace.

Getting Started and Support

### What customer support options does EntityFlo offer?

EntityFlo provides Email/Help Desk, FAQ/Forum, and Phone Support. These channels give users direct contact options and self-service help for common questions. No reviewer feedback is available about support response times, helpfulness, or user experience with these channels.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Completes tasks independently without constant human intervention

A system that allows access to a database structure without relying on an external program

Track and manage schedules and meetings via an integrated calendar

Organize and group data or items based on various criteria

Provides a channel for team members to share AI models, media files, communicate, and work together

Track and manage adherence to policies for any service, product, process, or supplier

Track, store, and access client contracts or licenses

Create and maintain a chart of relationships between different parts of an organization or multiple organizations and its stakeholders

Alter the layout and content of reports

Specify or track the date/time a project, task, etc., is due for completion

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Transmit documents to regulatory authorities over the web

Digitally sign online documents

Record and update information on legal entities

Collect and store tax records and other financial documents of the organization

Use AI to generate content in the form of text, images, videos, etc.

Manage the process of planning and scheduling meetings, including agenda creation

Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.

Observe and track the demand, usage, progress or quality of a system, product, or user

Supports entities in multiple states and countries

Process and analyze human language in text or audio form

Record and track numbers of shares by owner

Integration with a registered agent service provider for efficient handling of legal and compliance documents on behalf of a business

View and track pertinent metrics to find patterns and gain insights from data

Securely stores data to prevent data loss or breaches

Online portal through which end users can access the system, manage tasks, or obtain information

Establish and track rules to be applied across various entities related to the main entity

Create, manage and track all task activities and progression

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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

## Integrations

[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)

## 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

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