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

Pacera is a financial operations suite for finance teams, bringing financial close, group consolidation and financial planning and analysis (FP&A) into one modular platform. Aico supports close workflows, account reconciliations, transaction matching, journals and intercompany controls. AARO handles multi-entity consolidation, currency translation, intercompany eliminations, IFRS and statutory reporting, disclosures and audit trails. Mercur provides budgeting, driver-based and rolling forecasts, scenario modeling, dashboards and performance reporting. Organizations can use one product or combine the modules. Pacera AI adds journal suggestions, anomaly detection and natural-language finance queries, with people reviewing and approving actions. The suite is designed for finance teams managing multiple entities, departments, currencies or reporting requirements.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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

Pacera is built for finance teams in mid-sized and enterprise organizations, especially multi-entity groups operating across several companies, currencies and ERPs, with a strong presence in the UK and Nordics. Typical users are CFOs and Finance Directors, Group Financial Controllers, Heads of Accounting, Directors and Heads of FP&A, Business Controllers, Record-to-Report Managers and Finance Transformation leads. Customers usually run SAP, Oracle, Microsoft Dynamics or NetSuite and have outgrown spreadsheet-based close, consolidation and planning as they scale, acquire or face growing audit and IFRS reporting demands. Key industries include manufacturing, construction and real estate, transportation and logistics, retail and wholesale, hospitality and food services, healthcare and life sciences, professional services, financial services, and PE-backed or IPO-bound companies.

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$32 per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Asseta.ai
Founded: 2023
United States
www.asseta.ai/

Company Information

Pacera
Founded: 2025
Sweden
pacera.com

Alternatives

Alternatives

No Alternatives
The Archway Platform

The Archway Platform

SEI Family Office Services

Categories

Accounting Supported
AI Accounting Supported
AI Finance Supported
Family Office Supported
Financial Close Supported
General Ledger Supported
Wealth Management Supported

Categories

Integrations

Aico by Pacera Not Supported
Amazon Web Services (AWS) Supported
Google Sheets Supported
Gusto Supported
Microsoft Dynamics 365 Not Supported
NetSuite Not Supported
QuickBooks Online Supported
RUN Powered by ADP Supported
Ramp Supported
SAP ERP Not Supported
Slack Supported
Stripe Supported
Xero Supported

Integrations

Aico by Pacera Supported
Amazon Web Services (AWS) Not Supported
Google Sheets Not Supported
Gusto Not Supported
Microsoft Dynamics 365 Supported
NetSuite Supported
QuickBooks Online Not Supported
RUN Powered by ADP Not Supported
Ramp Not Supported
SAP ERP Supported
Slack Not Supported
Stripe Not Supported
Xero Not Supported
Claim Asseta and update features and information
Claim Asseta and update features and information
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Claim Pacera and update features and information