Complimate unifies client onboarding, obligation tracking, document vault, due diligence, and team coordination into one seamless workspace.
Client Portfolio
48 active clientsToday's Tasks
12 due before EODCompliance Calendar
3 filings this weekDue Diligence Reports
2 generated todayNot a checklist template generator - a working pipeline for onboarding, due diligence, filings, and data-protection review.
Explore all features →A real Chrome extension pulls a client's profile straight from Complimate and maps it onto MCA e-filing forms - CIN, PAN, GSTIN, registered office, director DIN - with a confidence score per field and a manual fallback for anything missing.
Company name
Matched from client recordCIN
Matched from client recordDirector DIN
Needs reviewUpload a data room and the DD engine classifies clauses across 12 legal workstreams - corporate, tax, employment, IP, real estate, data privacy, and more - scores them against red-flag rules, and produces a publishable report with page-cited excerpts.
2 HIGH · 1 CRITICAL
Findings by risk ratingChange-of-control clause
Termination right · p.14Answer a short profile questionnaire and Complimate matches it against a curated library spanning 18 regulatory domains - GST, labour, FEMA, RBI/NBFC, SEBI, DPDP, and more - then layers targeted AI research on top for anything the library doesn't cover.
GST Registration
Sec 22 · CBICPOSH Policy Filing
AnnualCertificates of incorporation, PAN, GST registration, board resolutions, and every compliance filing in between - stored on versioned S3 with signed, time-limited download links, organized by client and document type.
COI.pdf
Certificate of IncorporationBoard_Resolution.pdf
Uploaded 2 days agoA month-grid calendar plots every filing due date across your entire client roster, color-coded by risk, with reminders that stay in sync automatically when a checklist item changes.
3 filings this week
Across all clients1 filing overdue
TDS return · Client: Nimbus RetailA one-line script scans a client's own codebase for Aadhaar, PAN, and hardcoded secrets - uploading only category, severity, file, and line, never the matched value - while a separate check scores their live privacy policy against all 9 DPDP disclosure requirements.
2 critical · 1 high
Codebase scan findingsGrievance officer contact
Privacy policy checklistPartners lead and delegate. Teams execute. Companies own their compliance. Everyone stays aligned - without status meetings.
See all portals →Full control. Full visibility.
For CA, CS, legal, and compliance firms managing the full client portfolio, assigning work, and generating reports.
Focused. Efficient. No noise.
For associates and team members executing assigned work, logging progress, and flagging issues - without distraction.
Complete compliance ownership.
For companies tracking all compliance obligations - GST, MCA, income tax, labour laws - independently in one place.
A structured process that runs itself. You supervise the exceptions.
See the full workflow →Clients receive a branded onboarding link. They upload PAN, Aadhaar, GST certificate, and entity documents through a guided form. The system validates formats, auto-extracts key fields, and creates a structured client record - no manual data entry required.
Start with the essentials, then scale into AI-assisted diligence, team workflows, and automation.
See full plan details & FAQ →no card required
billed monthly - single professional
billed monthly - up to 4 people
deployment support included
All plans include GST. Company portal pricing starts free — see Company Portal plans →
“Complimate halved our onboarding time. Clients now complete KYC on their own - we just review and approve.”
Rohit Sharma
Partner, RS & Associates“Board resolutions, ROC filings, and secretarial deadlines used to live in three different spreadsheets. Now they're on one calendar that actually reminds us.”
Meera Nair
Company Secretary, Nair & Co“The DD engine cites the exact clause and page for every red flag - no more chasing associates for where a finding came from.”
Arjun Malhotra
General Counsel, Vantage Textiles“The Company portal lets our finance team stay on top of obligations without depending on our compliance partner every time.”
Ananya Verma
CFO, Meridian VenturesLess effort. More confidence. Zero missed deadlines.