Every entity's compliance, in a single view
Whether you hold five entities or five thousand, see each one's good standing, deadlines, registered agent, and documents in one dashboard, with a compliance score for the whole portfolio and an alert before anything lapses.
A portfolio is only as good as its worst tracker
Once you hold more than a handful of entities, the tracking spreadsheet drifts. A due date is stale, a registered agent changed and no one updated the tab, an entity quietly fell out of good standing, and you find out when a renewal notice bounces or a lender asks for a certificate you cannot produce.
The Multi-Entity Dashboard replaces the spreadsheet with live state. Every entity's standing, deadlines, agent, and documents update on their own, rolled into a portfolio compliance score, so you see a risk as a yellow flag on a screen instead of a lapse in the mail.
- Due dates go stale the moment they are typed
- No one owns keeping every row current
- An entity lapses without anyone noticing
- No single number for the portfolio's health
- A certificate request turns into a scramble
- Deadlines and standing update automatically
- A portfolio compliance score at a glance
- A yellow flag before anything lapses
- Agent, documents, and filings in one place
- An export ready the moment a lender asks
Filter the whole portfolio in one click
See every entity, or just the ones that need attention. Try the filters below.
compliance score
More than a status. The whole picture
Each entity rolls up the signals that tell you whether it is healthy and what is next.
Compliance score
A single, lender-ready number for each entity and the whole portfolio.
At a glanceDeadlines
Annual reports, franchise tax, and renewals, personalized per state.
Never lapseAgent status
Which entity has which registered agent, and when it renews.
On the recordDocuments
Formation docs, receipts, and certificates, one click from the row.
In the vaultFiling history
Every filing made for an entity, with a timestamped record.
Full trailAlerts
A flag before a deadline, not a notice after a lapse.
Ahead of timeTeam activity
Who did what, scoped by role, with a full audit trail.
AccountableExport
A board-ready or lender-ready export of the whole portfolio.
Report outAdd entities, and it keeps itself current
Five steps from a pile of entities to a live portfolio view. Select one to see the detail.
Bring your entities in, however many
Add entities one at a time, import a whole book at once, or let filings you make here appear automatically. There is no ceiling on portfolio size, and each entity is matched to its state and structure.
Import a book in bulk, or entities land automatically as you file.A compliance score for the whole book
Each entity is scored across dozens of signals, from good standing to upcoming deadlines to agent status, and rolled into a single portfolio score. It is the number a lender or a board wants, ready without a spreadsheet.
A lender-ready score for each entity and the portfolio as a whole.A flag before a deadline, not after
The dashboard watches every entity around the clock and raises a flag before a report is due or an agent lapses. Alerts reach the right owner, so a risk becomes a task on a screen instead of a penalty in the mail.
Alerts ahead of the deadline, routed to whoever owns that entity.Fix it without leaving the dashboard
Filter to the entities that need action and handle them 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, not in a separate tool.
File the flagged entities together in one bulk run.Export exactly what someone asks for
When a lender, an auditor, or a board wants proof, export the portfolio's standing, a single entity's history, or a compliance summary in a click. The record is always current, so the report is never a scramble.
Board-ready and lender-ready exports, straight from live state.Live state beats a stale tab
The usual ways of tracking a portfolio all drift out of date. Here is the difference.
| Capability | Multi-Entity Dashboard | A tracking spreadsheet | Separate point tools | Nothing central |
|---|---|---|---|---|
| Every entity's standing in one view | If kept current | Fragmented | Not available | |
| Updates itself as filings happen | Not available | Some tools | Not available | |
| A portfolio compliance score | Not available | Not available | Not available | |
| Alerts before a lapse | Manual reminders | Per tool | Not available | |
| Act on an entity in place | Not available | Switch tools | Not available | |
| Board and lender-ready export | By hand | Stitch together | Not available |
The point. A spreadsheet is a snapshot the moment you type it and wrong the next day. The dashboard is live state: every entity current on its own, scored, and ready to act on or report from. Compare the platform on the comparison hub.
Ask the portfolio a question
Instead of filtering and scrolling, ask BosAI, and it answers from the same live state the dashboard shows.
Which entities are not in good standing right now?
What is dragging the portfolio score below 100?
Export the standing of all Delaware entities for our lender.
We stopped finding out from the mail
Our compliance tracker was a spreadsheet three people edited and none of us trusted. Now every entity's standing is live, the score tells me the portfolio is healthy at a glance, and when our lender asked for certificates I exported them in a minute instead of a week.
Representative composite based on portfolio outcomes. Results depend on portfolio size and state mix.
File in bulk, track deadlines, and build on it
Where to go to act on what the dashboard shows you.
Bulk Filings
File the flagged entities together in one reviewed run.
See bulk filings Live toolCompliance Calendar
Every deadline across the portfolio, personalized per entity.
Open the calendar DevelopersAPI and Webhooks
Pull portfolio status into your own tools with the API.
Open the docs ScaleEnterprise
SSO, roles, and a dedicated team for large portfolios.
See enterpriseStraight answers on scale, scoring, and access
How many entities can it handle?
What is the compliance score?
Does it update on its own?
Will it alert me before something lapses?
Can I act on an entity from the dashboard?
Can I control who sees what?
Can I export for a lender or board?
What does it cost?
Trade the spreadsheet for live state
See your entities on one dashboard with a compliance score and alerts, or talk with our team about a plan for a large portfolio.