AssetaAsseta.ai
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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
Modernbanc offers an AI-driven finance platform that acts as your virtual finance team by enabling natural‑language chat to query business finances and generate real‑time dashboards and projections. It centralizes and harmonizes financial data by integrating all payment processors in one unified ledger and orchestrating money flows across accounts, while robust APIs, including the Encryption Vault API, securely store and tokenize payment data to achieve PCI‑DSS compliance in minutes. Modernbanc automates end‑to‑end financial processes such as transaction reconciliation, reporting, and profit & loss and cash flow statement generation with dynamic, spreadsheet‑like visualizations called Charts. Users benefit from real‑time runway calculations, customizable revenue trackers, and automated alerts that detect anomalies. Designed for flexibility, it provides RESTful APIs, webhooks, and customizable modules to embed secure financial operations into any application.
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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
Startups and finance teams seeking a solution to centralize, automate, and visualize their financial operations in real time
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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
Free
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 InformationModernbanc
United States
modernbanc.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
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Integrations
Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
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