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Description
Accounts Draft serves as a web-based AI toolkit tailored for accountants, bookkeepers, and firms specializing in accountancy. This innovative platform offers features that transform PDF bank statements into Excel formats, categorize transactions into appropriate accounting categories, and generate trial-balance data efficiently. Furthermore, users can pull details from invoices, perform comparisons between draft accounts and previous year’s financials, and compile audit working papers by selecting specific transactions and aligning them with relevant supporting invoices. The client-operations functionalities facilitate the creation of onboarding packages, which include KYC checklists, AML risk assessments, identification forms, engagement letters, and professional-clearance letters, all with company information automatically populated from Companies House. In addition to these features, the toolkit provides functionalities for preparing fee quotations, generating company-secretarial documents, and completing HMRC 64-8 authorization forms. Users benefit from the ability to download outputs in spreadsheet, Word, and PDF formats, allowing for seamless integration into their existing accounting processes. Overall, Accounts Draft enhances productivity and accuracy for financial professionals in managing their tasks.
Description
Asseta serves as an all-encompassing, AI-driven platform aimed at simplifying the financial management tasks of family offices, empowering them to oversee their wealth and accounting processes with both efficiency and transparency. It offers powerful resources for monitoring investments, cash flow, multi-currency dealings, and intricate ownership frameworks, delivering real-time analytics and personalized reporting options. Through its ability to integrate seamlessly, Asseta enables users to gather data from various platforms, including QuickBooks, Bill, and Ramp, into a singular, unified system. Additionally, the platform facilitates the automation of routine financial responsibilities, such as allocations, bill payments, and the month-end closing procedures. Designed with scalability in mind, Asseta not only enhances the efficiency of financial operations for family offices but also improves visibility across diverse entities and currencies on a global scale, thereby fostering informed decision-making. This comprehensive approach allows family offices to focus more on strategic planning and less on administrative burdens.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Amazon Web Services (AWS)
No
Google Sheets
No
Gusto
No
QuickBooks Online
No
RUN Powered by ADP
No
Ramp
No
Slack
No
Stripe
No
Xero
No
Integrations
Amazon Web Services (AWS)
Yes
Google Sheets
Yes
Gusto
Yes
QuickBooks Online
Yes
RUN Powered by ADP
Yes
Ramp
Yes
Slack
Yes
Stripe
Yes
Xero
Yes
Pricing Details
£0
Free plan: £0, with access to the tools. Professional: £65 per month for unlimited tool usage and all features; includes up to 20 Post Router uses monthly (1,000 letters) and can be cancelled anytime. Team pricing is custom for multiple user seats; volume discounts and dedicated support are available.
Free Trial
No
Free Version
Yes
Pricing Details
$32 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Accounts Draft Limited
Founded
2025
Country
United Kingdom
Website
accountsdraft.com
Vendor Details
Company Name
Asseta.ai
Founded
2023
Country
United States
Website
www.asseta.ai/
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
