Asseta

Asseta

Asseta.ai
Mercury Books

Mercury Books

Mercury.com
+
+

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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

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.

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, finance teams, and accountants seeking to manage double-entry accounting, reconciliation, financial reporting, and AI-assisted bookkeeping directly alongside their banking data

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

$29.90 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

Mercury.com
Founded: 2017
United States
mercury.com/books

Alternatives

Alternatives

No Alternatives
The Archway Platform

The Archway Platform

SEI Family Office Services

Categories

Categories

Integrations

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

Integrations

Amazon Web Services (AWS)
Google Sheets
Gusto
Mercury
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 Mercury Books and update features and information
Claim Mercury Books and update features and information