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

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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?
Asseta works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Asseta support in their product?
Asseta supports these languages: English.
Q: What kind of support options does Asseta offer?
Asseta offers support via 24/7 live support and online.
Q: What other applications or services does Asseta integrate with?
Asseta integrates with: Amazon Web Services (AWS), Google Sheets, Gusto, QuickBooks Online, Ramp, RUN Powered by ADP, Slack, Stripe, and Xero.
Q: Does Asseta have an API?
Yes, Asseta has an API.
Q: What type of training does Asseta provide?
Asseta provides training in the form of live online.
Q: Does Asseta offer a free trial?
Yes, Asseta offers a free trial.
Q: How much does Asseta cost?
Pricing for Asseta starts at $32 per month.

Asseta Product Features

Accounting

Expense Tracking Not Supported
Payroll Management Not Supported
General Ledger Not Supported
Government Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
Bank Reconciliation Not Supported
Fixed Asset Management Not Supported
Accounts Payable Not Supported
Fund Accounting Not Supported
Accounts Receivable Not Supported
Tax Management Not Supported
Multi-Currency Not Supported
Project Accounting Not Supported
CPA Firms Not Supported
Nonprofits Not Supported
Purchase Orders Not Supported
Cryptocurrency Support Not Supported