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

Lejr is double-entry accounting software for small businesses. It runs as a web app with an AI assistant built in, and it optionally connects to outside assistants like Claude, so you can ask about your books and make changes in plain language instead of clicking through menus. The ledger is real accounting. Every entry balances before it saves, corrections point back to the original instead of overwriting it, and every change is logged. Bank and card feeds connect through Plaid. Transactions land in a review queue with suggested categories, and can be split, matched to open invoices and bills, or paired as transfers. Lejr also handles estimates, invoices, bills, customers, vendors, documents, fixed assets and depreciation, mileage, loans, and sales tax. Reports include the balance sheet, income statement, cash flow, trial balance, general ledger, and A/R and A/P aging.

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

Small Business Owners, Accountants

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

$15/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

Lejr
Founded: 2026
United States
lejr.app/

Alternatives

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services
LedgerLite

LedgerLite

Responsive Software
LedgerX

LedgerX

TheX Techvent Pvt Ltd

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
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