Org chart builder
Visualize ownership structures, detect conflicts, and map beneficial ownership automatically.
- Effort
- Medium · 1–2 weeks
- Maturity
- Production
- Industries
- Cross-industry
- Integrations
- BlueCube Core, CARE KYC, LlamaIndex
What it does
Org chart builder turns unstructured source material into a clear ownership or organisation chart. Add meeting notes, screenshots, scanned documents or filings, and the tool reads them, identifies the actors (individuals, companies, funds, trusts and more) and works out how they relate: who owns what, who controls whom, and where directorships sit. It assembles the result into an interactive chart you can lay out automatically, filter by party or relationship type, and export. Along the way it flags beneficial ownership, surfaces potential conflicts, and lets you review and confirm each actor and relationship before it enters your structure.
Why it matters
How it works
- 1
Add your source material: paste notes, drop in images, or upload documents and filings.
- 2
The tool analyzes the input, identifying actors (individuals, companies, funds, trusts) and the relationships between them.
- 3
Extracted actors and relationships are presented for confirmation, matched against your existing structure so you can update, create or skip each one.
- 4
Confirmed entities are assembled into an interactive ownership chart you can auto-layout, filter, and adjust.
- 5
Export or share the finished chart, with beneficial ownership and potential conflicts highlighted.
Integrates with
Request Org chart builder
Want to see this in your environment?
Request informationRelated items
Document Triage & Auto-Filing
Drop any business document into one zone and let the system read it, classify it, and figure out what to do with it. Invoices, receipts, contracts, and statements are extracted, matched to existing records or turned into new ones, each as a one-click confirm, never a blind write.
WeFact integration
Interact with WeFact through Claude, including Claude for Excel.
AWS SES integration
Transactional email delivery and configuration for your application: an AWS SES connector for authenticated, scalable sending, plus an admin component to manage senders, domains, and delivery settings.