Keep an eagle eye over shared expenses

We’ve simplified the process to  manage expense allocations for shared expenses paid from your management company. Now you can split expenses across entities in a single step when you pay invoices, capturing allocation details at the time of payment.

Faster, cleaner allocations without the spreadsheets

Use Carta's built-in calculator to split expenses across entities as you pay them. You choose the entities and allocation method, and Carta handles the calculations for you. Current allocation methods include splitting pro rata by commitment, by dollar amount, or by percentage—with more on the way.

Manage reimbursements with confidence

By capturing allocation details at the time of payment, you can easily recover eligible expenses to the management company without the guesswork. For extra assurance, every allocation creates an automatic audit trail showing how and why each expense was split, giving you documentation that satisfies both auditors and investors.

Making your management company more powerful

Expense allocations give you a structured, convenient, and traceable way to stay on top of your shared expenses. And there’s more coming to make your management company smarter. We’re building on top of this in Q4 with features like intercompany balance clearing, enabling you to manage all your reimbursements between entities at the same time.