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

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

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

Small to mid-sized businesses searching for a powerful accounting solution that also offers payroll and live assisted bookkeeping if needed

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

$9/month (normally $15/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:

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Reviews/Ratings

Overall 4.4 / 5
ease 4.4 / 5
features 4.6 / 5
design 4.4 / 5
support 4.1 / 5

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

Intuit
Founded: 1983
United States
quickbooks.intuit.com

Alternatives

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services
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

Auto Dealer Accounting Features

Buy-Here-Pay-Here
Collections Management
Expense Management
Financing Management
Inventory Management
Lease-Here-Pay-Here
Parts Management
Payroll Management
Recurring Billing
Sales Management
Sales Tax Management
Service Department

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

Bookkeeping Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Church Accounting Features

Accounts Payable
Accounts Receivable
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Donation Management
Fund Accounting
General Ledger
Payroll Management

Construction Accounting Features

Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates

Mileage Tracking Features

Business / Personal Travel
Cost Analysis
Employee Reimbursement
Expense Reports
GPS Tracking
Manager Workflow
Mileage Logging
Reporting

Payroll Features

401(k) Tracking
Attendance Management
Benefits Management
Check Printing
Compensation Management
Deductions Management
Direct Deposit
Multi-Country
Multi-State
Reporting/Analytics
Self Service Portal
Tax Compliance
Vacation / Leave Tracking
W-2 and 1099 Preparation
Wage Garnishment

Real Estate Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management

Recurring Billing Features

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Sales Tax Features

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

School Accounting Features

Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing

Integrations

Gusto
Ramp
Stripe
ArtCloud
Betachon Freight Auditing
Carbon Analytics
DentaLab for QuickBooks
Fathom
JobTread
Manager365
Microsoft Power Query
OrbisX
Paystorm
PoseidonCM
Quick License Manager (QLM)
Schedaero
Servant Keeper
Smartcat
WDI FX
Zuar Runner

Integrations

Gusto
Ramp
Stripe
ArtCloud
Betachon Freight Auditing
Carbon Analytics
DentaLab for QuickBooks
Fathom
JobTread
Manager365
Microsoft Power Query
OrbisX
Paystorm
PoseidonCM
Quick License Manager (QLM)
Schedaero
Servant Keeper
Smartcat
WDI FX
Zuar Runner
Claim Asseta and update features and information
Claim Asseta and update features and information
Claim QuickBooks Online and update features and information
Claim QuickBooks Online and update features and information