Athennian enables legal, tax and finance firms and consultancies to manage client needs efficiently with streamlined workflows, real-time data and consistent access across teams and jurisdictions.
Solving for professional service needs
Support internal and client teams with secure access to accurate data and easy-to-use workflows, improving adoption and reducing back-and-forth.
Work across clients and systems without duplication or data loss, with entity data integrated across your tech stack for smoother workflows and reporting.
Automate manual processes, reduce rework and improve data quality so your team can focus on delivering high-value service, not fixing spreadsheet errors.
Record entity details, appointment, addresses, KYC, registrations and compliance details in reportable and searchable profiles.
Manage cap tables, equity and debt transactions, records and structure across industries.
Instantly produce dynamic charts that reflect ownership, governance and commercial relationships.
Control and monitor your source of truth with granular permissions, audit trails and custom fields to ensure data integrity.
Store, edit and automate templates, use electronic signatures, and control access to sensitive documents.
Record, link and automate any appointment such as director, officer, power of attorney or signing authority.
Track compliance dates and significant events, and create custom task lists for various activities and milestones.
Remove the cost, time and risk of manual data entry and initial onboarding, M&A and ongoing maintenance.
Talk to us about how Athennian can help your teams today.
Request a demoFirms can manage multiple clients and entities from a single platform, using shared templates and customizable workflows. This helps reduce manual tasks, eliminates duplicate records and supports more consistent service delivery across teams and jurisdictions.
Yes. Athennian supports API access and platform integrations, enabling firms to connect entity management to billing, document management or other core systems. This reduces the risk of errors and creates a more connected client experience.
You can provide clients with permission-based access to specific records or workflows. For example, clients can be allowed to review documents, approve filings or download ownership charts. This reduces the back-and-forth involved in manual requests.
With audit trails, automated templates and centralized data, professional services teams can reduce the rework and inconsistencies that often come with manual entity management. This enables your staff to spend more time on value-add advisory work.
Yes. Whether your firm works with startups, global corporations or trusts, Athennian can adapt to the compliance needs and workflows of each client, all managed from a single interface.