AssetaAsseta.ai
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Related Products
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About
We're in the age of abundant data. But data alone doesn't guarantee clarity to make strategic decisions. It takes interpretation, judgement, and the right decisions along the way to turn numbers into outcomes.
That’s why we built AskSOBI.
AskSOBI is an AI-driven Decision Intelligence platform built to help you make those decisions smarter, faster, and with support at every step. We built it to move beyond business intelligence into decision intelligence: intelligence that helps you shift from doubt to clarity.
Traditional BI tells you what happened. AskSOBI goes further, helping you answer:
• Why did it happen?
• What's changing?
• What risks or opportunities are emerging?
• What should you do next?
Advisory work carries far higher margins than compliance work, but it is intricate, time-consuming, and hard to scale. Accounting professionals use AskSOBI to make Advisory simple, structured and scalable.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Finance
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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
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$32 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAskSOBI
Ireland
www.asksobi.com
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Company InformationAsseta.ai
Founded: 2023
United States
www.asseta.ai/
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Integrations
Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
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Integrations
Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
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