Every entity, one screen.
Compliance Score per entity, deadline calendar across all, bulk filing console. Built for 5 to 5,000 entities.
The quick answer.
A multi-entity portfolio dashboard for operators managing more than one company.
Family offices, holding-company operators, CPAs, RA aggregators, franchisors.
Spreadsheets do not scale past 10 entities. Compliance Score in one screen does.
Use the day you have 2+ entities.
Real outcomes.
Not features — outcomes. Time saved, money saved, deadlines hit, anxiety reduced.
Portfolio view
Every entity at a glance.
Compliance Score per
FICO-style number per entity.
Unified calendar
Every deadline across all entities.
Bulk console
File AR for the whole portfolio.
Tag and filter
By state, by type, by score.
Reporting
PDF export for stakeholders.
A clean handoff, in 4 steps.
Add entities.
Bulk import or one-by-one.
See scores.
FICO-style number per entity.
Unified calendar.
Every deadline across all entities.
Bulk file.
AR, RA renewals, amendments from one console.
The reasons 220,000+ chose us.
BosAI on every page. SOC 2 audited. All 51 jurisdictions. Real specialists, not bots. Compliance Subscription that pays for itself in the first missed deadline you avoid.
FICO-style per entity
One number, instant health.
Unified calendar
Every deadline across all entities.
Bulk console
File AR for the whole portfolio.
Tag and filter
By state, type, score.
Reporting
PDF export for stakeholders.
Scales to 5,000
Built for portfolios of any size.
Things you'll likely need too.
"13 entities across 6 states. Until I had this view, I was just hoping nothing was missed."
Common questions.
How many entities?
5 to 5,000.
Compliance Score?
FICO-style per entity.
Unified calendar?
Every deadline across all entities.
Bulk filing?
Yes, AR, FQ, amendments from one console.
Reporting?
PDF export.
Tag and filter?
By state, type, score.
Team-shared?
Yes.
API?
Enterprise tier.
Pricing?
Per-entity volume tier.