AssetaAsseta.ai
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Mercury BooksMercury.com
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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
Mercury Books is full double-entry accounting software built directly into a Mercury account, bringing banking and books together so financial records stay complete, current, and accurate. It automatically captures activity across Mercury banking, cards, invoicing, and bill pay, then categorizes transactions and reconciles accounts in real time without manual imports, exports, or data entry. Businesses can choose between cash and accrual accounting and generate profit and loss, cash flow, and balance sheet reports using current numbers. External bank accounts, credit cards, and financial platforms such as Stripe, PayPal, and Gusto can also be connected to provide a more complete view of the business. Command AI adds an intelligent layer to accounting work, allowing users to ask questions about spending, trends, and general ledger codes using their account data. It can also handle tasks such as writing journal entries, organizing the chart of accounts, and categorizing transactions.
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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
Business owners, finance teams, and accountants seeking to manage double-entry accounting, reconciliation, financial reporting, and AI-assisted bookkeeping directly alongside their banking data
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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 Videos |
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Pricing
$32 per month
Free Version
Free Trial
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Pricing
$29.90 per 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 InformationMercury.com
Founded: 2017
United States
mercury.com/books
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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Integrations
Amazon Web Services (AWS)
Google Sheets
Gusto
Mercury
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
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Integrations
Amazon Web Services (AWS)
Google Sheets
Gusto
Mercury
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
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