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Average Ratings 0 Ratings
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.
Description
CFO Silvia is an AI-driven financial intelligence platform that acts as a personal CFO for modern investors. It centralizes financial data by connecting banking, brokerage, crypto, loan, and asset accounts into a single, real-time view. CFO Silvia tracks net worth changes, investment performance, and asset values automatically. Through conversational chat, users can ask CFO Silvia questions about their finances and receive context-aware insights. The platform identifies risks such as overexposure, unnecessary fees, tax drag, and inefficient cash allocation. CFO Silvia enables users to run detailed scenario analyses to model future financial outcomes. It leverages real-time financial data and web research to generate actionable reports. Strong encryption and read-only access ensure user data remains secure. CFO Silvia removes the need for spreadsheets and fragmented tools. It gives users clarity and confidence over their entire financial picture.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Charles Schwab
Coinbase
Fidelity
Google Sheets
Gusto
J.P. Morgan Payments Platform
QuickBooks Online
RUN Powered by ADP
Ramp
Integrations
Amazon Web Services (AWS)
Charles Schwab
Coinbase
Fidelity
Google Sheets
Gusto
J.P. Morgan Payments Platform
QuickBooks Online
RUN Powered by ADP
Ramp
Pricing Details
$32 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Asseta.ai
Founded
2023
Country
United States
Website
www.asseta.ai/
Vendor Details
Company Name
CFO Silvia
Founded
2025
Country
United States
Website
www.cfosilvia.com
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management