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Setting up your Company account

Using the Companies House Wizard

Creating your company profile

Stakeholder Management

Merging Stakeholders

Archiving stakeholders

Adding Stakeholders and Representatives

Instruments

Creating & editing new share and option classes

Managing Holdings

Setting the vesting parameters

Allotting shares and awarding options

Share Schemes & options

Setting up an EMI scheme for your company

Awarding EMI options with a signed option agreement

Flo and AI features

Connecting Shareflo to Claude with the MCP Connector

Compliance & Reporting

Creating and filing an SH01 in Shareflo

Obtaining a Company’s House Authentication Code

File Companies House documents directly from Shareflo