From the group picture to today's work.

Your first workflow

Follow one task from company to decision.

Use the sample workspace first. Pick a task that requires approval and check these four things, without uploading real records.

1. Find its company.

   Open a task from Tasks. Check its venture, function and linked project. Can you tell which business the work belongs to without asking someone?

2. Separate doing from deciding.

   Identify the owner, assignee and approval requirement. The person preparing the work is not necessarily the person who can sign it off.

3. Read the evidence.

   Review the comments, supporting files and dates on the task. Decide what is still missing before an approver can act. Keep internal targets distinct from final deadlines.

4. Check the other view.

   Use the demo's role selector to compare a founder's view with a team member's. Check what changes in the task list and search. This illustrates the workflow; validate your own access settings before adding sensitive records.

A useful first result: you can name the company, the next responsible person and the evidence needed for a decision.

Daily work

What needs me, and what will I do today?

Leadership brings decisions, exceptions and operational pressure into a group-wide view. Open the underlying records to understand what a count represents and who can act.

My Work separates a focused Today plan from the larger queue. Choose up to five priorities from assigned work, approvals and follow-ups. Carry unfinished priorities forward deliberately instead of losing them in the backlog.

Alerts groups in-app requests by why they need attention, including replies, reviews, assigned work and recovery. Opening an alert takes you to the related work rather than leaving you with a detached notification.

For example, an operations lead can start with a waiting supplier approval, open the task and supporting discussion, then return to the day's priorities.

Try My Work · Explore in-app Alerts

Company structure

Keep the group connected without mixing the businesses.

Operating Map connects portfolio and venture objectives to projects and tasks. Use company and function context to narrow the view, inspect a branch and open the work behind it.

Tasks and Projects retain owners, assignees, status, deadlines, discussion and supporting files. The person responsible for an outcome can remain distinct from the person doing the work and the person approving it.

Search helps locate records and related context within the viewer's permitted scope. Reference IDs make a specific task easier to find during a handover or review.

For a shared finance team, the practical question is not only "what is overdue?" It is "which company is responsible, who owns the next action, and what evidence is missing?"

Explore Operating Map · Multi-business management · Shared finance and operations

Recurring work

Turn recurring obligations into accountable action.

Scheduled Work connects recurring rules and upcoming dates with generated tasks. Review the relevant scope and generation preview before confirming work.

Legal entity dates keep preparation windows, internal targets and final deadlines separate. Different entities can carry different obligations; the organisation remains responsible for validating the applicable dates.

Commitments provide a register for promises and follow-ups that need an accountable person, a next action and linked operating context.

A holding company might coordinate each subsidiary's month-end evidence pack. A service group might track a recurring client review. The structure is shared; the responsibility and deadline stay specific.

Explore Scheduled Work · Multi-entity deadline tracking

People and access

Delegate the work, keep approval responsibility clear.

Venture membership, roles and private-record controls determine what someone can see and do. An investor's view need not expose internal supplier discussions; a shared function can work across the companies within its permitted scope.

Assistant delegation keeps the person acting and the person they act for distinguishable. Protected decisions and approval responsibilities should be reviewed as part of the workspace configuration.

The responsive web workspace is available on desktop and phone using the same account and permissions. Evaluate your actual phone and workflow during the walkthrough, including any native-app or notification requirements.

Explore an example access configuration · Read the Trust Center

Evaluate SOVHELM

Start with one workflow that matters.

1. Explore without signing up. The public demo uses sample records, separate from live workspaces.
2. Choose a concrete test. Follow one approval, recurring obligation or company project from the overview to its task and evidence.
3. Review your structure. List the companies, shared functions and decision-makers for that workflow. A private walkthrough can help resolve questions; sensitive records are not needed.
4. Choose your plan. Compare the monthly plans with the companies you need to coordinate, select GBP or USD and start a 30-day trial. Contact sales before ordering for larger teams, substantial storage or custom agreements.

For a first live rollout, choose one company, a small set of users and a non-sensitive workflow. Confirm access, ownership and approval behaviour before broadening the scope. Keep existing critical deadlines covered while the team makes the transition.

The pricing page shows GBP and USD monthly prices and UK VAT-inclusive totals. Checkout collects payment details and starts a 30-day trial, followed by monthly billing unless cancelled. Your workspace access email is sent to the checkout address. The public demo and private walkthrough remain available without a subscription.

Compare monthly plans · Request a private walkthrough · Contact sales