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

Jupid is an AI-native accounting and business operations platform designed to automate the full financial lifecycle for small businesses, from company formation through bookkeeping and tax compliance. It uses contextual AI that learns each business’s transaction patterns, vendor relationships, and financial behavior to deliver intelligent, continuously improving automation rather than simple rule-based categorization. It provides automatic transaction syncing and categorization, real-time financial insights, and proactive anomaly detection, helping businesses maintain accurate, tax-ready books with minimal manual work. Through a conversational interface available in channels like WhatsApp, iMessage, or embedded chat, users can interact with a 24/7 AI accountant to ask questions, upload receipts by photo, and receive instant guidance.

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

Business owners and financial institutions that want to automate business formation, bookkeeping, and tax compliance using an AI accountant

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

Pricing

$32 per month
Free Version
Free Trial

Pricing

$50 per 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

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

Jupid
Founded: 2025
United States
jupid.com

Alternatives

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services
HikeVault

HikeVault

Hikemind Solutions Pvft Ltd.

Categories

Categories

Integrations

QuickBooks Online
Slack
Stripe
Xero
Alkami Digital Banking Platform
Amazon Web Services (AWS)
Banno
Candescent Digital Banking
Claude
Deel
Google Sheets
Gusto
OpenAI
Plaid
RUN Powered by ADP
Ramp
WhatsApp
Zapier
iMessage

Integrations

QuickBooks Online
Slack
Stripe
Xero
Alkami Digital Banking Platform
Amazon Web Services (AWS)
Banno
Candescent Digital Banking
Claude
Deel
Google Sheets
Gusto
OpenAI
Plaid
RUN Powered by ADP
Ramp
WhatsApp
Zapier
iMessage
Claim Asseta and update features and information
Claim Asseta and update features and information
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Claim Jupid and update features and information