# Companies > Every client company you manage lives here — add them one at a time or in bulk, then open a company to see its tasks, chat and documents in one place. _Updated 2026-07-11_ Source: /help/companies **In short:** Companies are your client entities. Add one by hand with just a name and UEN, or import your whole book from a spreadsheet. Open a company to reach its Tasks, AI Chat and Docs in three sub-tabs, and to see how complete its data is. ## What a "company" is In CorpSec AI, a company is one of your client entities — the Pte. Ltd. or other body you provide corporate-secretarial services to. Everything else in the product hangs off companies: tasks are opened against a company, documents are generated for a company, and KYC is run on a company. To see all of them, open Companies from the left-panel menu. Each row shows the company name, UEN and a small bar telling you how complete its data is. _[screenshot: The Companies list: search box, and rows showing company name, UEN and a data-completeness bar.]_ ## Add a company by hand For a one-off, use Add company. You only need a name and UEN to get going; a director is optional. This opens the setup panel where you fill in the basics. 1. **Click "Add company"** — Find it at the top of the Companies list (you need a write-enabled role). 2. **Enter the company name and UEN** — Both are required. You can add a director now or later. 3. **Save** — The company appears in your list straight away, ready for tasks and documents. > **Note:** The quick manual form captures name, UEN and an optional director. Extra details such as registered address, financial year-end and company type are filled in when you import from a spreadsheet, or would come from a registry sync once that is connected. ## Add many companies at once Moving an existing book of clients? Do not type them in one by one. Upload an Excel or CSV and let the AI map your columns, then create them all in one go. This is the fastest way to get set up. > **Tip:** See the full walkthrough in Import your client book and the end-to-end playbook Import an existing book. ## Open a company workspace Click a company to open its workspace. Across the top are three sub-tabs: _[screenshot: A company workspace showing the Tasks / AI Chat / Docs sub-tabs, with the Tasks list open.]_ - Tasks — every task open against this company, with a New task button already scoped to it. - AI Chat — a conversation with the AI focused on this company, for quick questions or ad-hoc drafting. - Docs — every document generated for this company, ready to open, download or share. ## What a company profile holds Select a company and open the Details tab on the right to see its profile. Alongside the name and UEN, CorpSec AI tracks the financial year-end (FYE) month, the incorporation date, the registered address, and the company’s officers — directors, the company secretary and shareholders. You can add or remove an officer inline (name plus role) with a write-enabled role, and the profile also carries the Docs, Progress, History and Notes sub-tabs for that company. _[screenshot: The Details / Profile tab for a company: UEN, FYE month, incorporation date, and the Officers list with an "Add officer" row.]_ - Core fields: UEN, FYE month, incorporation date, registered address. - Officers — current directors, secretary and shareholders, editable inline. - The FYE month is what lights up the compliance calendar (Annual Return and AGM deadlines). > **Tip:** Set the FYE month as early as you can — it is what drives each company’s Annual Return and AGM due dates on the calendar and in Data Governance → Compliance Deadlines. ## Officers, UBOs and nominee directors Beyond the officer list on the profile, the ownership picture — beneficial owners (UBOs) and any nominee director arrangement — lives on the Compliance tab, as part of the company’s KYC / CDD record. CorpSec AI builds a UBO tree and flags anyone at or above the 25% Singapore CDD threshold, and marks where a nominee is on record. > **Note:** The UBO tree, nominee flag, screening and risk rating are all covered in depth in KYC & compliance. Screening against sanctions/PEP lists currently runs on demo data — see that guide for what is live versus demo. ## Generate annual returns in bulk On the Companies list you can tick several companies at once and choose Generate Annual Return for selected. CorpSec AI drafts the resolution for each one and reports back which succeeded — handy at year-end when many clients share a filing season. > **Note:** A document will only be generated for a company that has passed its due diligence. If KYC is not complete, that company is skipped and flagged — this is the compliance gate working as intended. See KYC & compliance. ## Frequently asked questions ### What is a UEN? The Unique Entity Number — the identifier ACRA assigns to every registered entity in Singapore. CorpSec AI uses it to keep companies distinct and to avoid creating duplicates on import. ### What does the data-completeness bar mean? It shows how much of a company’s core information you hold (address, officers, financial year-end and so on). A fuller profile means the AI can draft more accurate documents with fewer questions. ### Can I import companies straight from ACRA? Live registry lookup is not connected out of the box, so bulk "ACRA sync" currently resolves a set of demo companies in Preview mode. Your own spreadsheet import, however, brings in real client data in full. ## Related - [Import your client book](/help/import-client-book) - [Data governance](/help/data-governance) - [Document Inbox](/help/document-inbox) - [KYC & compliance](/help/kyc-compliance) - [Onboard a new client (playbook)](/help/scenarios/onboard-a-client)