Asseta

Asseta

Asseta.ai
+
+

Related Products

  • Sage Intacct
    8,791 Ratings
    Visit Website
  • Xero
    6,132 Ratings
    Visit Website
  • Epicor Financials
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Soraban
    8 Ratings
    Visit Website
  • SurePayroll
    845 Ratings
    Visit Website
  • ChatD&B
    Visit Website
  • Invoice Home
    5,713 Ratings
    Visit Website
  • Odoo
    1,729 Ratings
    Visit Website
  • Monk
    8 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

AI-native accounting software β€” that does it for you! Trusted by thousands of startups, small businesses, and accounting firms. Digits is the first comprehensive end-to-end accounting platform designed for the AI era. Our cutting-edge Autonomous General Ledger (AGL) handles the tedious financial tasks, freeing you to concentrate on what truly matters: expanding your business. With training on over $825 billion in transactions, Digits delivers instant understanding and accurate categorization of your financial data. Financials provide real-time insights into your revenue, burn rate, cash flow, and other crucial trends, ensuring you stay informed and agile. Additionally, our integrated Invoicing and Bill Pay features keep all your financial operations seamlessly synchronized without the need for manual reconciliation or cumbersome integrations. Experience the future of accountingβ€”try Digits for free today πŸ‘‰

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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

Startups, Small businesses, and Accounting firms.

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$32 per month
Free Version Not Supported
Free Trial Supported

Pricing

$100/month
Free Version Not Supported
Free Trial Supported

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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

Digits
Founded: 2018
United States
digits.com

Alternatives

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services

Categories

Accounting Supported
AI Accounting Supported
AI Finance Supported
Family Office Supported
Financial Close Supported
General Ledger Supported
Wealth Management Supported

Categories

Accounting Supported
AI Accounting Supported
Finance Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Not Supported

Financial Reporting Features

"What If" Scenarios Not Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
General Ledger Supported
Income Statements Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Supported

Integrations

Gusto Supported
QuickBooks Online Supported
Ramp Supported
Stripe Supported
Amazon Web Services (AWS) Supported
Google Sheets Supported
Mercury Not Supported
Plaid Not Supported
RUN Powered by ADP Supported
Rippling Not Supported
Slack Supported
Xero Supported

Integrations

Gusto Supported
QuickBooks Online Supported
Ramp Supported
Stripe Supported
Amazon Web Services (AWS) Not Supported
Google Sheets Not Supported
Mercury Supported
Plaid Supported
RUN Powered by ADP Not Supported
Rippling Supported
Slack Not Supported
Xero Not Supported
Claim Asseta and update features and information
Claim Asseta and update features and information
Claim Digits and update features and information
Claim Digits and update features and information