Upcoming webinar

Optimizing Expense Allocation in the Era of AI

Tuesday, December 9th 2025 | 10:00 AM ET

The future of expense allocation is intelligent, automated, and data-driven. Join our webinar as we unveil how AI and automation are transforming fund expense operations across complex fund structures from invoice capture to multi-entity allocation, helping firms achieve precision, scalability, and compliance at every step.

AGENDA

    • How AI and automation are reshaping expense allocation and reporting across complex fund structures
    • Streamlining invoice capture, approvals, and multi-entity allocations with GenAI and rule-based automation
    • Leveraging digital fund policies to ensure compliance, transparency, and audit readiness
    • Transforming expense allocation in real time with an interactive walkthrough of our EAS solution 

Hosted by

Kevin O’Keeffe

Business Development Manager
and Subject Matter Expert, IntegriDATA,
an Indus Valley Partners Company

Ashish Jain

Managing Director, Accounting Services,
Indus Valley Partners

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