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

The most powerful digitization and categorization tool on the market, processing a wide range of digital, scanned or printed document types, submit documents in any file type and form. With hundreds of available integrations, you stay hands-off on data entry, manual verification or account code tagging. A tool to manage import and export at the same time, stay in control with automatic approvals and notifications. Trigger approvals based on events at your convenience. Send approvals to team members, clients, or stakeholders at once. Remove friction with multi-layered approvals and your most convenient format: email, mobile app or in app. Get a real-time view of your finances every time you check your preferred tools and eliminate human error from your reporting.

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

Accounting, Finance, Procurement, Logistics, HR

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

$99 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

fileAI
Singapore
www.file.ai/

Alternatives

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services

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

Integrations

Google Sheets
QuickBooks Online
Stripe
Xero
Amazon Redshift
Amazon Web Services (AWS)
Dropbox
Google Cloud BigQuery
Google Drive
Lightspeed Retail
Microsoft Dynamics 365
Microsoft Outlook
RUN Powered by ADP
Ramp
Roubler
SAP Cloud Platform
StoreHub
TCPOS
WESS
WhatsApp

Integrations

Google Sheets
QuickBooks Online
Stripe
Xero
Amazon Redshift
Amazon Web Services (AWS)
Dropbox
Google Cloud BigQuery
Google Drive
Lightspeed Retail
Microsoft Dynamics 365
Microsoft Outlook
RUN Powered by ADP
Ramp
Roubler
SAP Cloud Platform
StoreHub
TCPOS
WESS
WhatsApp
Claim Asseta and update features and information
Claim Asseta and update features and information
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Claim fileAI and update features and information