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Athennian AI

Athennian AI builds entity records from source documents and gives cited answers on governance data for audit, diligence and KYC work in Athennian.

Pricing
Paid
Essentials, Professional, Enterprise

About Athennian AI

Athennian AI is the artificial intelligence layer of Athennian, a cloud-based entity management platform for legal, finance, tax and compliance teams. It is meant to move corporate governance from a system of record to a system of action: it builds and updates entity records from source documents and answers complex questions across an entire entity portfolio with citations, so that audit, diligence and KYC work moves faster for corporate groups, funds, real estate investors and professional services firms.

Athennian Intelligence interprets a user's query, retrieves the relevant passages from the organization's minute book documents and connects information across entities into a structured answer. Every answer carries a direct citation that links to the source section for validation, and when the information is not in the minute books the system says so instead of guessing. AI agents also extract changes from formation and change documents, but each update needs a user's review and approval before it is applied.

Typical questions cover signing authority, ownership structures and resolutions over time, such as which entities had recent ownership changes; a KYC request can be phrased as a prompt to extract all ultimate beneficial owners above 25% with their formation documents. Athennian AI also summarizes and translates governance documents and handles data entry for onboarding and M&A. The wider platform adds entity and people records, cap tables, structure charts, document management, appointments and compliance task tracking.

Athennian is sold in three tiers. Essentials costs $25,000/year with 100 entities included, while Professional (200 entities) and Enterprise (300 entities) are priced through sales. Athennian Intelligence and Athennian AI Core are add-ons on every tier, and extra entities come in bundles of 50. Access to AI results follows role-based permissions set by admins, and the platform integrates with iManage, Office 365, Google Drive, FileForms, DocuSign, Adobe Sign and Slack, with an open API.

Use cases

  • Answering audit, diligence and KYC requests with supporting documents
  • Confirming signing authority or recent ownership changes across a region
  • Onboarding new entity portfolios from source documents
  • Gathering beneficial ownership data and certificates for a bank KYC request
  • Cutting manual data entry during onboarding, M&A and maintenance
  • Managing fund, SPV and portfolio company records for private equity deals
  • Tracking registrations, license renewals and compliance deadlines in several jurisdictions

Key features

  • Verified, citation-backed answers across entities
  • Extracts governance updates from formation and change documents
  • Summarizes and translates governance documents
  • Human-in-the-loop approval of every AI update
  • Reports missing information instead of guessing
  • Prompt-based KYC extraction of beneficial owners and documents
  • Answers respect existing role-based access controls
  • Questions on signing authority, ownership and resolutions over time
  • Dynamic structure charts of ownership and governance relationships
  • Searchable entity and people records with KYC and registration details

Pros and cons

Pros

Every answer links to its source document for validation
AI is built into the governance system rather than added on top
Extra entity bundles can be added at any time
Integrations with iManage, Office 365, Google Drive, DocuSign and Slack
Implementation guided by governance experts

Cons

Athennian Intelligence and AI Core are paid add-ons rather than included
Entry plan costs $25,000 a year for 100 entities
Professional and Enterprise prices require contacting sales
Workflow automations are still in beta

Pricing

Essentials
$25,000/year
  • 100 entities included
  • Centralized entity management
  • Custom reporting
  • Structure charts
  • UBO tracking
  • Athennian AI available as add-on
Professional
Contact
  • 200 entities included
  • Bulk editing and actions
  • Advanced structure charts
  • Historical reporting
  • Athennian AI available as add-on
Enterprise
Contact
  • 300 entities included
  • Advanced security and access controls
  • Sandbox environment
  • Open Read API
  • Athennian AI available as add-on

Reviews

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Frequently asked questions

What does Athennian AI do?
It builds and updates entity records from source documents and gives instant, cited answers to complex questions across an entity portfolio.
How does Athennian Intelligence work?
It interprets queries, retrieves relevant information from minute book documents, connects it across entities and returns structured answers with direct citations.
How does Athennian Intelligence handle hallucinations?
It is grounded in the document library; when information is not in the minute books, it says so rather than guessing.
Can the AI change records without approval?
No. AI agents identify and extract changes, but a user must review and approve each update.
How does Athennian AI prevent unauthorized access to sensitive data?
Admins choose which entities and documents are included, and role-based permissions govern access, so users only see what they are authorized to view.
What happens if more entities are needed mid-year?
Additional entity bundles in groups of 50 can be added to any plan at any time.
Which tier fits which company?
Essentials suits smaller teams, Professional mid-sized organizations with more complex structures, and Enterprise global teams with highly complex or regulated entities.

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