Asseta

Asseta

Asseta.ai
+
+

Related Products

  • Sage Intacct
    8,532 Ratings
    Visit Website
  • Xero
    5,909 Ratings
    Visit Website
  • SAP S/4HANA Cloud Public Edition
    4,513 Ratings
    Visit Website
  • FreshBooks
    5,506 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website
  • ChatD&B
    Visit Website
  • Invoice Home
    5,708 Ratings
    Visit Website
  • Odoo
    1,694 Ratings
    Visit Website
  • SoftCo AP Automation
    56 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

Unlock real-time financial insights and a full-service finance team with Zeni's intelligent bookkeeping, accounting, and CFO services. Certified Accountants & Zeni's AI deliver 100% accurate books that you and your investors can trust. Zeni offers a Finance Concierge available to you 24x7. Our best in class CFO Services include Financial Projections & Analysis, Scenario Modeling, Actuals vs Budgeting and, board meeting presentations. Zeni handles Federal, State and Local Tax returns, ongoing tax & compliance needs and, R&D Tax Credits for all seed and venture funded companies. Zeni delivers 100% accurate and timely reports for you, your team and investors. Zeni turns your accounting data into intelligent insights using AI and proactively delivers all reports every month. Zeni pays any bill quickly and easily with bank transfers, debit cards or credit cards - even if your vendors only accept checks.

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

Startups and small businesses interested in a bookkeeping, accounting, and CFO services provider to gain real-time financial 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

$299 per 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:

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

Zeni
United States
www.zeni.ai/

Alternatives

Alternatives

Fuel

Fuel

Fuel Finance
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
Claim Asseta and update features and information
Claim Zeni and update features and information
Claim Zeni and update features and information