AssetaAsseta.ai
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Related Products
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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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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.
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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
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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Audience
Accounting Firms, CPA Practices, Fractional CFOs, SMB Owners & Founders, Startups.
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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 Videos |
Screenshots and VideosNo images available
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Pricing
$32 per month
Free Version
Free Trial
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Pricing
$49/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 InformationAsseta.ai
Founded: 2023
United States
www.asseta.ai/
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Company InformationCFOly
Founded: 2026
United States
www.cfoly.ai/
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Categories |
Categories |
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Integrations
QuickBooks Online
Amazon Web Services (AWS)
Google Sheets
Gusto
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
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Integrations
QuickBooks Online
Amazon Web Services (AWS)
Google Sheets
Gusto
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
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