Rulebooks.ai is an automated organizational chart creation tool for companies managing multiple entities, from holding structures to complex international setups. It converts entity data into professional, compliance-ready org charts, serving legal and compliance teams handling KYC, UBO, and due diligence requests.
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Rulebooks.ai
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What Rulebooks.ai does
The platform reads uploaded Excel data — entity names, ownership relationships, and percentages — and generates professional organizational charts automatically. Charts update universally when data changes and can be exported to PDF. It is purpose-built for legal structures rather than generic HR charting, supporting AML, KYC, UBO, due diligence, and reporting workflows. Data is stored securely with ISO27001 certification on EU servers, with local storage as an option, and support available in Europe and the United States.
What it does
Rulebooks.ai core capabilities
Rulebooks Org Chart Creator
Automated org chart generation from Excel entity data to PDF.
Excel Upload
Uploads entity data and auto-reads names, ownership, and percentages.
Multi-Structure Management
Manages multiple entity charts stored separately for easy switching.
Auto-Update Charts
Changes data once and all charts update automatically.
Technical specifications
- ISO27001 certified
- EU servers with local storage option
- SSL encrypted connections
- Secure cloud storage
- No implementation required — free data migration
- Browser-based platform
Who it is for
Who Rulebooks.ai is built for
Target audience
- In-House Legal Teams
Case studies
No case studies yet
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Trust & compliance
Rulebooks.ai security at a glance
Security certifications
SSL encryptionSSO/SAMLNamed enterprise customers
Pricing details
Rulebooks.ai pricing
Starting price
Pricing model
Free version
Free to test; subscribe for extra features and data storage.
Product videos & screenshots
See Rulebooks.ai in action
Product interface
Rulebooks.ai Interface
Comparisons
Popular Rulebooks.ai comparisons
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Transparency
Rulebooks.ai sources
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FAQs
Frequently asked questions about Rulebooks.ai
Users upload an Excel file with entity data without needing complex formatting. Rulebooks automatically reads key information such as entity names, ownership relationships, and percentages, then converts it into a professional organizational chart. Results can be reviewed instantly, edited if needed, and exported directly to PDF, eliminating manual drawing and formatting errors.
Yes, Rulebooks supports managing as many structures as needed. Users can switch between different entity charts such as holding structures, regional setups, or client portfolios. Each structure is stored separately, keeping data organized and accurate, and always ready to update or export as required.
Yes, data is fully protected using encrypted SSL connections and secure cloud storage. Files are processed securely and never shared with third parties. Access is restricted to authorized users within the organization, ensuring complete user control. The platform is ISO27001 certified with EU servers, and local storage is available as an option.
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