Revolutionary AI for Private Equity excellence
Experience the future of finance & compliance automation. Upload data, ask questions, and get instant AI-powered insights.
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.
Transform your finance & compliance operations with conversational AI that understands your business context
Transform complex data queries into simple conversations. No SQL, no technical training, no complex dashboards. Expense Allocation Auditor understands your finance & compliance context and delivers instant, actionable insights.
"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, drill down into details, and explore data naturally through conversation
Auto-generates charts, tables, and interactive dashboards perfectly tailored to your questions
Export insights as reports, presentations, or embed live dashboards anywhere in your workflow
Remembers your finance & compliance context and provides industry-specific insights
Empowering Private Equity professionals with intelligent automation and actionable insights
Streamline your finance & compliance workflows with AI-powered insights tailored for fund controller responsibilities.
Streamline your finance & compliance workflows with AI-powered insights tailored for chief compliance officer responsibilities.
Streamline your finance & compliance workflows with AI-powered insights tailored for general counsel responsibilities.
See how Expense Allocation Auditor revolutionizes your finance & compliance operations with AI-powered insights and intelligent automation.
30-minute walkthrough tailored to your finance & compliance team
A tailored walkthrough mapping Expense Allocation Auditor to your live workflows.
We map your investor update or IC workflow and configure benchmarks in-session.
Security review packet, SOC 2 controls, and sample tenant architecture.
Dedicated RevOps + AI engineer to instrument signals and measure ROI.
Private Equity | Finance & Valuation
GP-led continuation vehicles are more common, but LPs push back when valuations and fairness opinions aren’t clearly sup...
Private Equity | Fund Operations
ILPA's 2025 reporting template expands expense categories and feeder disclosures, but most funds still wrangle spreadshe...
Private Equity | Treasury & Liquidity
Growing reliance on subscription credit lines obscures real leverage and IRR impact. LPs now ask for detailed utilizatio...