Asseta

Asseta

Asseta.ai
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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.

About

CFOly connects to QuickBooks Online and turns financial information into clearer dashboards, trends, goals, reports, and AI-powered insights. It helps accounting firms review client performance more efficiently and helps business owners understand what deserves attention before financial issues become more expensive.

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

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

Audience

Accounting Firms, CPA Practices, Fractional CFOs, SMB Owners & Founders, Startups.

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

No images available

Pricing

$32 per month
Free Version
Free Trial

Pricing

$49/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

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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

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

Company Information

CFOly
Founded: 2026
United States
www.cfoly.ai/

Alternatives

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services
Puzzle

Puzzle

Puzzle Financial

Categories

Categories

Integrations

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

Integrations

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