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Optimizing Expense Allocation in the Era of AI

Guest Speaker

Lindsey Barbino

Corporate Controller, Corbin Capital Partners

Hosted by

Kevin O’Keeffe

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

Get an inside look at how AI-driven expense allocation is redefining the future of fund operations. This session will walk you through how intelligent automation is transforming processes end-to-end from invoice capture to multi-entity allocation, enabling greater accuracy, scalability, and compliance across complex fund structures.

KEY TAKEAWAYS

  • How AI and automation modernize expense allocation across complex fund structures
  • Streamlining invoice capture, approvals, and multi-entity allocations with GenAI
  • Ensuring compliance and audit readiness through digital fund policies
  • Live demo of real-time allocation, automation, and reporting in EAS

Expense Allocation Solution

The Expense Allocation System enhances accuracy and efficiency, reduces errors, ensures compliance, and enables in-house teams to process allocations swiftly.

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