# Management Company Administration

## Launch a command center for your firm’s finances

Power smarter, more strategic financial operations with a unified platform for management company and fund accounting.

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## Key benefits

### 01 Gain firm-level clarity

See your complete financial picture and keep your firm in sync with one system built to handle the complexities of private capital.

- Connect complex workflows into one system  
  Budgeting, accounting, fund operations
- Clear intercompany balances in bulk  
  Balance tracking, intercompany transfers
- Easily allocate expenses  
  Expense splitting across entities, GL codes

### 02 Operate more efficiently

Streamline workflows from payments to reconciliation—and free up your team to find insights, refine plans, and optimize cash flow.

- Track your financial position in real time  
  Direct integrations with banks, Ramp cards
- Save time with connected payments  
  Native Bill Pay, linked journal entries
- Automate repetitive tasks  
  Event-based accounting, AI-enabled cash rec

### 03 Budget with confidence

Make more informed financial decisions and plans by turning granular budget details into a clear view of future months and quarters.

- Build a budget in minutes with forecasting  
  Past spend, fee schedule from LPAs
- Fine-tune your budget with precision  
  Actuals, spend analysis, in-line editing
- Strengthen your financial plans with full visibility  
  Cash flow analysis, version history, exports

## Connect Ramp to Carta, and see expenses flow from card swipe to general ledger.

## Bring precision to every financial decision

Close the loop between spend, revenue, and fund performance with a planning engine that connects your entire firm’s structure.

### Core Features

- Expense allocations
- Intercompany balances
- Budget and cash planning
- AI-enabled rules engine

### Expense allocations

Split expenses across entities and categorize by GL code.

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## Trusted by over 5,000 management companies and related entities

> We used to spend days cross-referencing spreadsheets and chasing down financial details. With our management company on Carta, those tedious accounting tasks are automated, allowing us to focus on strategy instead of spending too much time in the back office.

## Take command of your firm’s finances

Power smarter, more strategic financial operations with a unified platform for management company and fund accounting.