The Challenge
For professional service firms, every client engagement involves verifying company information from the Companies Register. But this means leaving your workflow, navigating the register portal, retrieving data manually, and copying it back into your system—repeatedly, for every client and every check.
- Context-switching between client management tools and the register portal slows onboarding
- Manual data transcription introduces errors in company name, status, and contact details
- Due diligence requires verified company status, filing history, and current contact information—all retrieved separately
- No automated way to trigger register lookups based on workflow events (e.g., new client created, engagement letter sent)
- Staff time is consumed by administrative lookups rather than professional advisory work
The Autohive Solution
Autohive integrates Companies Register lookups natively into your client-facing workflows, triggering real-time data retrieval and surfacing verified company information exactly where and when your team needs it.
Real-Time Company Status Verification
Retrieve verified company status, registration details, and contact information for any NZ registered company using its NZBN—triggered automatically when a new client is created or a due diligence check is initiated.
Filing History and Annual Return Status
Access annual return information and filing status as part of onboarding or compliance reviews, giving advisors immediate visibility into a company’s compliance standing without manual register navigation.
Automated Due Diligence Data Collection
Build due diligence workflows that automatically collect and compile Companies Register data—company status, registered contacts, addresses, and ETag-confirmed current details—into structured client records.
Benefits
- Eliminate system switching - Register data flows directly into your workflow without portal navigation
- Accelerate client onboarding - Automatically populate client records with verified register data on first contact
- Strengthen due diligence - Access comprehensive, verified company information instantly for every client review
- Reduce transcription errors - Data pulled directly from the register eliminates manual copy-paste mistakes
- Free advisors for high-value work - Remove administrative register lookups from professionals’ workflows entirely
How It Works
- Trigger a lookup - A workflow event (new client, due diligence request, onboarding step) triggers the Companies Register query
- Query by NZBN - Autohive retrieves comprehensive company details including status, contact information, and annual return data
- Verify and enrich - Retrieved data is validated and mapped into your client record or workflow fields automatically
- Surface to the team - Verified company information is available in-context within your existing tools—no portal visit required
- Flag issues automatically - Companies with non-standard status, outstanding returns, or missing contact details are flagged for advisor review
- Log for compliance - Every lookup and its results are recorded for audit trail and engagement documentation
Getting Started
- Sign up at app.autohive.com
- Connect the Companies Register integration from the marketplace
- Embed company lookup actions into your onboarding or due diligence workflow
- Configure your data mapping and deploy for your team
Learn more about the Companies Register integration.
