Audience

Asseta is designed for family offices, wealth managers, and financial professionals seeking an advanced solution for managing complex financial and accounting operations at scale

About Asseta

Asseta is a comprehensive, AI-powered platform designed to streamline the financial operations of family offices, enabling them to manage wealth and accounting with efficiency and clarity. It provides robust tools for tracking investments, cash flow, multi-currency transactions, and complex ownership structures, offering real-time insights and customizable reports. With its seamless integration capabilities, Asseta allows users to consolidate data from multiple sources like QuickBooks, Bill, and Ramp into one centralized system. The platform also supports automation of routine financial tasks such as allocations, bill payments, and month-end close processes. Tailored for scalability, Asseta helps family offices streamline their financial operations and enhance visibility across entities and currencies globally.

Pricing

Starting Price:
$32 per month
Free Trial:
Free Trial available.

Integrations

API:
Yes, Asseta offers API access

Ratings/Reviews

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Company Information

Asseta.ai
Founded: 2023
United States
www.asseta.ai/

Videos and Screen Captures

Asseta Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Live Online
Support
24/7 Live Support
Online

Asseta Frequently Asked Questions

Q: What kinds of users and organization types does Asseta work with?
Q: What languages does Asseta support in their product?
Q: What kind of support options does Asseta offer?
Q: What other applications or services does Asseta integrate with?
Q: Does Asseta have an API?
Q: What type of training does Asseta provide?
Q: Does Asseta offer a free trial?
Q: How much does Asseta cost?

Asseta Product Features

Accounting

Expense Tracking
Payroll Management
General Ledger
Government
Billing & Invoicing
Cash Management
Bank Reconciliation
Fixed Asset Management
Accounts Payable
Fund Accounting
Accounts Receivable
Tax Management
Multi-Currency
Project Accounting
CPA Firms
Nonprofits
Purchase Orders
Cryptocurrency Support

Asseta Additional Categories