How a firm uses Keel, start to finish.

The seven steps

1. Import

   Upload each company's registers as Excel or CSV (export Gen CompLaw registers to Excel first). Keel maps the columns and lists every mismatch it finds, such as a folio with no allotment date or a transfer that would leave a holding below zero.

2. Review

   Your team goes through the mismatch list and decides each one. Nothing is changed without a person choosing it, and each decision is recorded.

3. Seal

   Choose the day the book opens on Keel. Keel records the opening position and seals every entry from then on. Nothing before that day is vouched for, and every extract says so.

4. Record and correct

   Record allotments, transfers and appointments as they happen. A mistake is fixed by a correction entry that points at the original and states the reason.

5. Give a seat

   Grant an auditor, investor or lawyer read-only access to the registers they need, ending on a date you choose. Every view is logged.

6. Build a pack

   An inspection pack lists the entries, their fingerprints, the head fingerprint, the algorithm and the extract reference, to enclose with a certificate under s.63(4) of the Bharatiya Sakshya Adhiniyam, 2023.

7. Renew or leave

   Renew per company each year, or export the whole book with its fingerprints at any time. The export checks without Keel.