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A Perfect Org Chart in Seconds - Ready for Any KYC or UBO Request
No Visio. No errors. No hassle. Rulebooks automatically transforms your entity data into a clean, professional org chart.
Lightning-fast: go from Excel to org chart in seconds
Always accurate and up to date
Instant PDF export
Collaborate effortlessly with colleagues, banks, and others
Recognize this?
Outdated Org Chart
The bank asks for an “up-to-date org chart” again — you need to create a new chart.
Endless copy-paste work
Every small change in your company structure means more manual edits and formatting.
Stalled compliance checks
Reviews get delayed because of unclear ownership structures.
Uncertain about the latest version
No one’s quite sure which org chart is actually correct.
The Benefits of the Rulebooks Org Chart Creator
We work with companies that manage multiple entities — from holding structures to complex international setups. Every time, we saw the same challenges: too much time spent updating charts, too many errors creeping in, and no clear visual overview of ownership.
That’s why we built the Rulebooks Org Chart Creator — a smart, automated tool that keeps your structure clear, compliant, and always up to date. Save hours of manual work. Eliminate errors. Impress auditors and clients with professional, consistent org charts — every single time.
What You Get
Fast and effortless - go from Excel to PDF in seconds
Always up to date - change your data once, all charts are updated
Error-free and no frustrations - no more manual fixes or version chaos
Professional design - every chart looks like it was crafted by an expert
Ready for compliance - ideal for AML, KYC, UBO, Due Diligence, and reporting
Purpose built for legal structures - not repurposed HR charting
Say goodbye to:
Hours lost to manual drawing and formatting
Risky errors in legal and compliance reporting
Unpolished visuals in ppt to banks, investors, or boards
The stress of every new KYC or UBO request
Creating custom sub-charts for specific purpose
Different sources of thruth for your entity data
"“Creating org charts used to take us hours — now it’s done in minutes. Rulebooks has completely changed how we handle KYC requests for our clients.”"
Ready to simplify your org charts?
Data is stored secure (ISO27001, EU-servers) - local storage is an option
Local support in Europe and United States
No implementation - we migrate your data for free
Frequently asked questions
In this section, we’ve already answered some of the most common questions. Do you have a different question? Feel free to get in touch — we’re happy to help.
Simply upload your Excel file with your entity data — no complex formatting required.
Rulebooks automatically reads the key information (such as entity names, ownership relationships, and percentages) and converts it into a professional organizational chart.
You can review the result instantly, make quick edits if needed, and export it directly to PDF.
No manual drawing, no formatting, no errors — just a clear, compliant org chart in seconds.
Yes — Rulebooks lets you manage as many structures as you need.
You can easily switch between different entity charts, such as holding structures, regional setups, or client portfolios. Each structure is stored separately, so your data stays organized, accurate, and always ready to update or export.
Yes — your data is fully protected. Rulebooks uses encrypted connections (SSL) and secure cloud storage to keep your information safe at all times.Your files are processed securely and never shared with third parties. Access is restricted to authorized users within your organization, so you stay in complete control of your data.
Try Rulebooks for free
The Rulebooks platform is free to test. You can use it directly within your internet browser. Subscribe for extra features and data storage.