Intelligent Automation in Action: AI‑Driven Dynamic Allocations for Modern Finance Teams
As organizations scale, allocation complexity grows with them—more entities, more dimensions, and greater pressure on finance teams to deliver fast, accurate, and fully auditable results. Yet many teams still rely on manual spreadsheets and rigid allocation rules that slow the close and introduce unnecessary risk.
Join Sage Intacct for a first‑ever customer roundtable featuring Edith Ruiz, Financial Controller at Catholic Charities of Oregon, as she shares how her team is leveraging AI‑powered Dynamic Allocations to streamline complex allocation workflows, eliminate manual effort, and deliver clearer financial insights.
In this interactive session, you’ll gain real-world perspective on how modern finance teams are:
- Automating recurring, multi-entity, and multi‑dimensional allocations with confidence
- Replacing spreadsheet‑driven processes with flexible, data‑driven allocation rules
- Enhancing accuracy, transparency, and auditability across every allocation cycle
- Unlocking deeper financial visibility to support faster, smarter decision‑making
Whether you’re responsible for shared services allocations, overhead distribution, grant or program cost assignments, or recurring expense management, this conversation will show how AI‑driven automation empowers finance teams to spend less time managing allocations—and more time driving strategic impact.
