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

uiAgent is an AI-driven automation platform built specifically for accounting teams and firms that embeds an intelligent agent called Ava directly into existing accounting tools and workflows to automate repetitive, detail-oriented tasks with high accuracy. Instead of forcing teams to migrate systems or learn new software, Ava works within current ledgers, file systems, and processes to extract data, reconcile accounts, match transactions, flag anomalies, accelerate the month-end close cycle,s and produce audit-ready documentation while maintaining a complete trail of actions. It turns complex accounting queries into conversational interactions so users can ask questions about financial data and receive real-time insights without sifting through spreadsheets manually. It seamlessly integrates with both modern and legacy systems, enabling data extraction and automation across bank reconciliations, journal entry creation, fraud detection, and other core workflows.

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 teams and CPA firms that need AI-powered automation to reduce manual workload, improve accuracy, and accelerate financial close and audit processes

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

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

uiAgent
Founded: 2024
United States
uiagent.co

Alternatives

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services
Quanta

Quanta

Qanta
FundCount

FundCount

FundCount Americas

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
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