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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Merge various legal entities into a unified central system that facilitates seamless transactions and comprehensive reporting. Enhance your understanding and stay informed about your performance through adaptable real-time reports that cover all your companies or business divisions. Optimize intercompany transactions by executing the entire procedure from start to finish within a singular database, allowing for the inclusion of multiple legal entities in a single transaction while ensuring accurate allocations and reporting. Address your organization's security requirements now and lay the groundwork for future expansion by overseeing individual user access based on entity and role specifications. Confidently accelerate your growth with a reliable security framework. Create a distinct organizational hierarchy while gaining clarity on the access privileges associated with each role. Centralize the management of security roles to eliminate discrepancies and reduce the likelihood of errors. Streamline the processing of intercompany transactions across various business units, ensuring efficiency and accuracy in every step of the process. Emphasizing automation will not only simplify tasks but also enhance the overall operational effectiveness of your organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Google Sheets
Gusto
Mekorma
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Vivid Reports
Xero

Integrations

Amazon Web Services (AWS)
Google Sheets
Gusto
Mekorma
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Vivid Reports
Xero

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

Binary Stream Software

Founded

1999

Country

Canada

Website

www.binarystream.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

Product Features

MRP

Bills of Material
Compliance Management
Document Management
Forecasting
Formula Management
Inventory Management
Order Management
Process Manufacturing
Product Configurator
Production Scheduling
Quality Control
Quality Management
Quote Management
Reporting/Analytics
Resource Management
Safety Management
Supplier Management
Supply Chain Management

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