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Multi-Entity Dashboard · Scale

Every company you run, on one screen.

Run more than one entity and the risk isn't any single filing, it's losing track of which company needs what. The Multi-Entity Dashboard gives every entity a live compliance score, rolls them into a portfolio view, and flags what needs attention before it becomes a penalty.

See the dashboard Open the portfolio view
Unlimited entities Live compliance scores Role-based access
Live product

The whole portfolio, scored and sorted by risk.

This is the control view for a book of entities: each with a live compliance score, next deadline, and status. Filter to what needs attention and the noise drops away.

portfolio · 48 entities
Entities
48
Avg score
0
Good standing
44
Needs attention
4
EntityStateCompliance scoreNext deadlineStatus
Acme LLCDE94Mar 15GOOD
Beacon Holdings LLCWY88Jul 1GOOD
Northwind IncDE61overdueAT RISK
Vista Labs IncCA79Apr 15GOOD
Harbor Point LLCFL42lapsedAT RISK
Summit Foods LLCCO91Sep 30GOOD
Scores update live from good standing, deadlines, and agent status. 6 shown
Why it exists

Two entities is a list. Twenty is a full-time worry.

Managing one company's compliance is a matter of remembering a few dates. Managing a portfolio is a different problem: every entity has its own state, its own deadlines, its own agent, and they all move independently. The danger isn't any single filing, it's that with enough entities, something is always slipping and you don't know which one.

Spreadsheets don't solve it, they just move the risk. A tracker is only as current as the last person who updated it, and the moment it drifts from reality it's worse than nothing, because it looks authoritative while being wrong. That's how a portfolio ends up with an entity quietly delinquent for a year.

The Multi-Entity Dashboard replaces the spreadsheet with live state. Every entity carries a compliance score built from its actual standing, deadlines, and agent status; they roll up into a portfolio view; and anything at risk is flagged and routed to whoever owns it, so a problem shows up as a task on a screen instead of a penalty in the mail.

How it works

Connect, score, flag, act.

The dashboard reads live state across the portfolio, so you're always looking at what's true right now.

01All entities inEvery company you manage lands in one view, from a handful to many thousands.
02Live scoringEach entity gets a compliance score from its standing, deadlines, and agent status, updated automatically.
03Risk flaggedAnything approaching a lapse is flagged and routed to whoever owns that entity, ahead of the deadline.
04Act in placeFile, change an agent, or run the whole flagged set in one bulk filing, right from the view.
What you get

Portfolio-level control, entity-level detail.

A score per entityA single credit-style number summarizes each company's compliance health across dozens of signals.
Portfolio rollupEvery entity's score rolls into one portfolio view, so you see health at a glance and drill in when needed.
Always currentDeadlines, standing, and filings update on their own, so you're reading live state, not a stale sheet.
Act in bulkFilter to what's flagged and clear it all in one run, without visiting each entity by hand.
Scoped accessRoles scope the view by team, region, or entity, so a regional manager sees only their book.
One-click exportsExport the portfolio's standing or one entity's history for a lender or board, accurate the moment you pull it.
Where it sits in the OS

The dashboard is where the whole OS rolls up.

Every product that acts on an entity reports into this view, so the portfolio picture is complete without stitching tools together.

ComplianceEach entity's standing and deadlines feed its score, so the rollup reflects real compliance health.Explore Bulk FilingsTurn a filtered set of at-risk entities into a single batch filing, right from the dashboard.Explore Team AccountsRole-based permissions scope the view by team, region, or entity, with an audit log of every action.Explore Books & FinanceConsolidated financials across every entity sit alongside their compliance standing.Explore Document VaultEach entity's documents stay separated, so a portfolio's records never get tangled.Explore BosAIAsk "which entities need attention this month?" and get the portfolio's answer instantly.Explore
FAQ

Multi-entity dashboard, answered.

How many entities can it handle?
There's no practical ceiling. The dashboard is built for portfolios from a handful of entities to many thousands, and it stays fast because it rolls up live state rather than a growing spreadsheet. Filters and search keep even a very large book manageable, so scale doesn't turn into lag.
What is the compliance score?
A single number, in the style of a credit score, that summarizes an entity's compliance health across dozens of signals like good standing, upcoming deadlines, and agent status. Each entity has one, and they roll up into a portfolio score, so you can read health at a glance before drilling into any one company.
Can I group or filter entities?
Yes. Filter by status, state, owner, or a tag you define, and sort by score or deadline, so you can pull up exactly the slice you care about, like everything at risk this month. The "needs attention" filter you saw above is one saved view; you can build the ones your team works from.
Will it alert me before something lapses?
Yes. The dashboard watches every entity around the clock and raises a flag ahead of a deadline, routed to whoever owns that entity, so a risk shows up as a task on a screen rather than a penalty in the mail. It pairs with the monitoring engine that catches state rule changes too.
Can I act on an entity from the dashboard?
Yes. Filter to what needs attention and handle it in place: file an annual report, change an agent, or run the whole flagged set in one bulk filing. You act where you see the problem, and the score updates as soon as it's resolved.
Can I control who sees what?
Yes. With team permissions, roles scope access by team, region, or entity, and every action is written to an audit log. A regional manager can see only their entities while HQ keeps the full view, which matters once a portfolio spans people.
Can I export for a lender or board?
Yes. Export the portfolio's standing, a single entity's history, or a compliance summary in a click. Because the record is always current, the report is accurate the moment you generate it, with no reconciliation first, which is exactly what a board or lender expects.

Stop tracking a portfolio in your head.

Give every entity a live compliance score, roll them into one view, and clear what's at risk before it becomes a penalty.

See the dashboard Talk to sales
Unlimited entities Live scores Role-based
Multi-Entity DashboardOpen →