Asseta

Asseta

Asseta.ai
+
+

Related Products

  • Xero
    5,366 Ratings
    Visit Website
  • SAP S/4HANA Cloud Public Edition
    3,262 Ratings
    Visit Website
  • FreshBooks
    5,446 Ratings
    Visit Website
  • Gravity Software
    41 Ratings
    Visit Website
  • OmegaCube ERP
    13 Ratings
    Visit Website
  • Fixed Asset Pro
    173 Ratings
    Visit Website
  • WinMan ERP
    27 Ratings
    Visit Website
  • RunMyJobs by Redwood
    243 Ratings
    Visit Website
  • Odoo
    1,614 Ratings
    Visit Website
  • Invoice Home
    5,679 Ratings
    Visit Website

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

Discover Multiview ERP: The Financial Management Revolution Welcome to the future of financial management with Multiview ERP. For over 30 years, we've been redefining ERP solutions for organizations from startups to Fortune 500 companies across 40+ industries. Our goal? To transform your financial processes with unparalleled ease and efficiency. Why Choose Multiview ERP? Elevate your financial management with Multiview ERP, the definitive solution for ending month-end woes and enhancing operational efficiency. Our platform transforms the financial close process with automation, saving you time and reducing complexities. Plus, with Multiview, you receive premium, personalized support directly from industry experts, ensuring you have the tools and guidance for success at every step. Choose Multiview ERP - where innovation meets unparalleled support, propelling your organization towards strategic success.

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

Built for growing businesses and well-established enterprises alike, Multiview is a highly scalable and robust ERP.

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

No information available.
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

Multiview ERP
Founded: 1990
Canada
www.multiviewcorp.com

Alternatives

Alternatives

Intelisis ERP

Intelisis ERP

Intelisis
The Archway Platform

The Archway Platform

SEI Family Office Services
NetSuite

NetSuite

Oracle
FundCount

FundCount

FundCount Americas

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable Features

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Purchasing Features

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Integrations

Amazon Web Services (AWS)
Avalara
Azalea EHR
EasyVoice
EpicCare EMR
Google Sheets
Gusto
Juno EHR
Oracle Health Ambulatory EHR
Paylocity
QuickBooks Online
RUN Powered by ADP
Ramp
Salesforce
Slack
Stripe
Xero

Integrations

Amazon Web Services (AWS)
Avalara
Azalea EHR
EasyVoice
EpicCare EMR
Google Sheets
Gusto
Juno EHR
Oracle Health Ambulatory EHR
Paylocity
QuickBooks Online
RUN Powered by ADP
Ramp
Salesforce
Slack
Stripe
Xero
Claim Asseta and update features and information
Claim Asseta and update features and information
Claim Multiview ERP and update features and information
Claim Multiview ERP and update features and information