Asseta

Asseta

Asseta.ai
+
+

Related Products

  • Sage Intacct
    8,532 Ratings
    Visit Website
  • Xero
    5,909 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • FreshBooks
    5,506 Ratings
    Visit Website
  • Invoice Home
    5,708 Ratings
    Visit Website
  • Odoo
    1,694 Ratings
    Visit Website
  • Premier Construction Software
    402 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • Fixed Asset Pro
    215 Ratings
    Visit Website

About

Enable end-user approvals on any device and deliver customized financial statements with detailed drill-down and full audit capabilities. Reduce accounting errors with bill pay and recurring invoice generation. You can also import City National Bank credit card statements directly into AgilLink. Manage multi-entity general ledgers with a comprehensive workflow dashboard, consolidated financial period management, and single sign-on across accounting, bill pay, accounts receivable, document management and online banking systems. Leverage a high level of security and business controls with user-level, role-based permissions and audit trails backed by information security risk assessments and protocols.

About

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial institutions

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$32 per month
Free Version
Free Trial

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AgilLink
Founded: 1976
United States
www.agillink.com

Company Information

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

Alternatives

Alternatives

FundView General Ledger

FundView General Ledger

Fund Accounting Solution Technologies
The Archway Platform

The Archway Platform

SEI Family Office Services
SBT Executive Series

SBT Executive Series

Searer Business Technology

Categories

Categories

Accounting Features

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

Integrations

Addepar
Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero

Integrations

Addepar
Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
Claim AgilLink and update features and information
Claim AgilLink and update features and information
Claim Asseta and update features and information
Claim Asseta and update features and information