Athennian AI: Securities (Beta)

We’re continuing to expand what Athennian AI can do—this time with a smarter way to build equity records. AI: Securities helps you create accurate ownership structures for new entities by pulling key data directly from uploaded documents like securities registers.

It identifies share issuances, transfers, certificate codes and holder details. You still review and approve everything, but AI takes care of the heavy lifting, saving time while keeping you in control. Here’s what new:

• Automated detection of issuances, transfers and balance updates.
• Extraction of certificate codes, transaction dates and holder information.
• Creation of holdings records tied to accurate certificate histories.
• Designed for new entities (does not modify existing data).

Availability: Customers using Athennian AI

Debt Tracking

The new Debt Tracking feature makes it easier to manage intercompany shareholder loans across legal, finance and operations teams. Built for clarity and control, this feature allows you to create, track and report on loans between entities, all in one place. Here’s why it matters:

• Stay organized with a centralized view of loan data, customizable terms and transaction history.
• Ensure accuracy with clear lender and borrower relationships, plus a complete audit trail of draws, repayments and forgiveness.
• Increase visibility across your organization with integrated reporting that supports ownership tracking, financial audits and compliance.

The feature includes four key views: Loans Issued, Loans Received, Borrowers and Transactions, making it easier to manage the full loan lifecycle from start to finish. With role-based access, real-time statuses, exportable records and an intuitive new layout, it'll be easier and faster to track intercompany loans. 

Availability: Customers on the Professional and Enterprise plans

Structure Chart: Initial Load Settings

‍Admins can now set how many levels of a Structure Chart load by default, making it easier to focus on the most relevant parts of large or complex structures.

With fewer clicks and less visual clutter, teams can get to the right level of detail faster and work more efficiently from the start.

Availability: Customers on the Enterprise plan

UI Update: Templates View

We've updated the Templates section to make it easier to navigate and be more consistent with the rest of the platform. The refreshed layout improves the experience across all three tabs: Custom, Standard and Packages, making it easier to find and manage the templates you use most.

This will be the new default view, however, a ‘New Experience’ toggle will be available for 30 days, giving you the option to switch back to the classic layout while you get comfortable with the changes.

Availability: All customers

Read the details here

Note: If you're not seeing this update in your environment just yet, they will be available to you in the near future. If you have any questions, feel free to contact your CSM.

Additional Companies House E-Filing for UK Entities

We unveiled our new Companies House integration last month and we’re excited to add to the growing list of integrated Companies House filings! 

The following forms were added recently:

• NM01: Notice of change of name by resolution
• LLNM01: Change of name of limited liability partnership
• PSC01: Notice of individual person with significant control
• PSC02: Notice of relevant legal entity with significant control
• PSC04: Notice of change of details for person with significant control
• PSC07: Notice ceasing to be an individual person with significant control

You can find the full list of supported Companies House forms in the Help Center.

Availability: All customers