Asseta

Asseta

Asseta.ai
+
+

Related Products

  • Sage Intacct
    8,532 Ratings
    Visit Website
  • Xero
    5,909 Ratings
    Visit Website
  • SAP S/4HANA Cloud Public Edition
    4,513 Ratings
    Visit Website
  • FreshBooks
    5,506 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website
  • ChatD&B
    Visit Website
  • Odoo
    1,694 Ratings
    Visit Website
  • Invoice Home
    5,708 Ratings
    Visit Website
  • SoftCo AP Automation
    56 Ratings
    Visit Website

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

Most founders run their business on month-old data. Not because they’re bad with money — because their tools were built for accountants, not operators. CentSight changes that. Connect your QuickBooks account in under five minutes. CentSight syncs as often as every 15 minutes and delivers real-time financial intelligence through natural conversation. Ask “Can I afford to hire this quarter?” and get a clear, data-backed answer — not a chart that leaves you guessing. CentSight watches your financials continuously: flagging cash flow risks before they become crises, surfacing expense anomalies within minutes, and generating board-ready reports on demand. It’s the financial clarity of a full-time CFO at a fraction of the cost, available the moment you need it. $95/mo. 14-day trial. 5-minute setup.

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

Founders, operators, and finance teams at $1M–$50M businesses — startups, agencies, SaaS, e-commerce, and SMBs that run on spreadsheets and can't justify an $8K–$15K/mo CFO.

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

$95
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

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

Company Information

CentSight
Founded: 2026
United States
centsight.com

Alternatives

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services
Asseta

Asseta

Asseta.ai

Categories

Categories

Integrations

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

Integrations

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