Command center
One console for compliance consultants, resellers, and multi-entity firms to run every client or entity from one login.
Every client, one login
Switch into any client firm without logging out, and know where each engagement stands before the call.
- A client list with search
- Action items and approvals across clients
- Signatures and completed tasks across clients
- A document library spanning every client
Build once, sync everywhere
Build calendars, request forms, attestation modules, and compliance logs once, then sync them to the clients you choose. Each client's copy can be tailored without touching the rest.
- A staging organization for partners
- Test as a user before you sync
- Sync to the clients you choose
- A ready-made program from day one
One inbox across clients
Client questions never get lost between firms, and when GreenboardGo hands a conversation to your team, nobody has to explain twice.
- Questions from every client in one list
- Each conversation tagged with its client
- A chat summary pinned on every handoff
- Go answers the routine questions first
Your brand and your voice
Every client sees your brand, and employees at each firm get answers from Go in your voice.
- Default logos and colors for every client
- Overrides where a client wants its own
- Go instructions set once and synced
- Approved answers synced to every client
Your team, client by client
Add your consultants once and decide which client firms each one can work in.
- Access set client by client
- Associates see their own book
- Directors see every client
- One login for your whole team
Quarter-end across the whole book
See where each firm stands during certification season without opening them one by one.
- Approvals from every client in one log
- Signatures tracked across clients
- Completed tasks across clients
- Each firm's status at a glance
Also included
- Client list and search
- Cross-client action items
- Cross-client activity log
- Shared document library
- Conversations tagged by client
- Per-client access for your team
- Branding defaults and overrides
- Go settings and approved answers synced
- Staging organization for partners
Software built for a culture of compliance.
- 10
Prediction markets
Pre-clearance, disclosure, and monitoring for Kalshi, Polymarket, and other prediction markets.
Explore Prediction markets - 11
Workflows and agents
Run any compliance process autonomously, with Go Agents doing the repetitive work and your team reviewing every output.
Explore Workflows and agents - 01
Platform
One system and one record for your entire compliance program.
Explore Platform
Built for AI-native compliance teams.
See how your program runs on one system. Implementation is measured in weeks, not quarters.