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The current tools and software used to manage the statutory records requirements of multiple companies are clunky and complex.
We simplify the process for your portfolio—like filing bulk requests, sending client reminders, document extraction, and more, so you can ensure smooth operations regardless of size.
Start eliminating frustrating day-to-day bottlenecks with AI.CorpSec, the only truly automated platform designed to make your corporate secretarial team faster—and your clients happier.
How we save hours for company secretarial providers
Drive efficiency for both you and your portfolio through AI.CorpSec’s powerful automation.
Track every client at practice level
With AI.CorpSec, you’ll be able to get both a unified view and targeted control of all your client companies, along with their compliance deadlines and request history. That way, you’re empowered to dig into the details and manage compliance tasks across multiple companies in less time.
Process change requests with templates
AI.CorpSec comes prebuilt with all the statutory templates—like Change of Secondary Activity, and Share Allotment forms—so you don’t need to worry about manually setting them up. For example, when a change request is initiated, AI.CorpSec automatically routes requests to the right approvers and sends them to clients for e-signature.
Maximise visibility with status tracking
Unlike most other corp sec software, which do not have built in status tracking—AI.CorpSec serves as a single source of record within your portfolio. This unparalleled visibility means either you or your client can see vital information, like who requested the change, to whom the request is currently at, days past due, and completion date
Bulk change company records in minutes
Need to modify registered addresses, or change company secretaries across 200 companies quickly? Don’t fret. Use the available bulk actions to handle batch requests in minutes, versus going through each individual company.
Handle clients with ease, and make them happy
Leverage a client portal where clients themselves can start a change request, and manage business details, like their company profile, capital structure, change activities, deadlines, and more.
Automated compliance + Smart vault = More power to you
AI.CorpSec connects with a smart vault for both you and your client companies to securely store, search, and organise documents. It’s all part of Copi’s mission to build an integrated stack of compliance solutions tailored to your business.
Document management
Link ecommerce platforms, like Shopify and Lazada, to pull transactions straight into Smart Vault. Extract data from invoices and auto-categorise transactions with powerful AI.
Accelerate accounting
Best-in-class integrations with accounting software—like QuickBooks and Xero, eliminate manual workflows, simplify reconciliations, and close books faster.
Centralise payments
Because Smart Vault connects with AI.Billpay, you have the option to automate accounts payable and expense management for clients, as an added service.
More visibility, less follow ups
Give your corporate secretarial team superpowers.
