Private-data AI for Private Equity workflows
Deploy guided AI inside your environment to analyze documents, preserve metadata, and automate finance & compliance work without giving up control of sensitive data.
Your AI-powered finance & compliance assistant
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Understanding the challenge and providing AI-powered solutions
SEC exams focus on expense allocation and fee disclosures, yet many firms still reconcile charges manually, risking misallocations and late investor notices.
Connects GL, admin, and legal invoices, applies policy rules, flags exceptions, and prepares investor disclosure packages with supporting evidence.
How Expense Allocation Auditor transforms your finance & compliance operations and delivers measurable value
Applies allocation rules to each invoice and highlights deviations for review.
Prepares quarterly statements detailing fees, expenses, and reimbursements with supporting documents.
Stores reviewer notes, approvals, and investor notices for regulator or LP audits.
Connect the systems your team already runs, keep data in your environment, and bring governed AI into daily operations without a ground-up rebuild.
Give business teams a governed way to interact with documents, records, and workflow context. Expense Allocation Auditor keeps the interface simple while preserving traceability, permissions, and deployment controls.
"What drove our finance & compliance performance last quarter?"
Instantly generates interactive charts, identifies key trends, and provides actionable recommendations with full context.
Ask follow-up questions, trace answers back to source material, and review outputs with clear provenance.
Extract signals from files, correspondence, and enterprise records while keeping metadata and business context intact.
Turn findings into reports, approvals, or next-step workflows without losing ownership of the process.
Retain operational context, security boundaries, and team-specific conventions across each workflow.
Deploy governed automation for Private Equity teams without moving sensitive data outside your environment
Bring evidence-linked automation to fund controller workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to chief compliance officer workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to general counsel workflows with deployment patterns designed for sensitive data and human review.
See how Expense Allocation Auditor fits your current workflow, deployment model, and governance requirements without sending sensitive data outside your environment.
30-minute walkthrough tailored to your finance & compliance team
A tailored walkthrough mapping Expense Allocation Auditor to your live workflows.
We map the real workflow, stakeholders, and source systems behind your deployment before configuration begins.
Security review packet, SOC 2 controls, and sample tenant architecture.
Dedicated RevOps + AI engineer to instrument signals and measure ROI.