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

Numos is an AI-powered finance automation platform designed to transform how enterprise finance teams operate by connecting fragmented financial systems into a unified, intelligent execution layer that enables autonomous workflows and real-time decision-making. It builds a semantic understanding of a company’s financial stack, integrating ERP systems, billing tools, and operational data into a centralized context engine that powers specialized AI agents capable of executing complex accounting and financial planning tasks end-to-end. These agents automate multi-step workflows across accounts payable, accounts receivable, general ledger classification, and month-end close processes, while also performing continuous monitoring, anomaly detection, and variance analysis to explain financial changes instantly. Unlike traditional tools that rely on static rules and dashboards, Numos applies contextual reasoning to understand vendors, contracts, policies, and financial structures.

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

Enterprise finance teams, CFOs, and accounting operations leaders who need an AI platform to automate workflows, accelerate financial close, and generate real-time strategic insights

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

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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

Numos
United States
www.numos.ai/

Alternatives

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services

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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