Average Ratings 0 Ratings
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
Numeric empowers teams to efficiently manage their close process, optimize reconciliations, and utilize AI for automated flux analysis and rapid reporting. By centralizing and refining the month-end close, teams can take advantage of recurring workflows and collaborative tools. Designed for speed, Numeric enables users to operate at an accelerated pace. Enhance your month-end close with automation and workflows that prioritize efficiency and oversight. Manage every aspect of your close from a single interface, encompassing journal entries, reconciliations, flux analysis, review notes, tasks, and subtasks. You can schedule recurring tasks at various intervals—monthly, quarterly, annually, or even on a personalized timeline—ensuring you have the appropriate checklist when needed. All comments can be viewed and addressed, and updates as well as reviews can be conducted from one centralized platform. Additionally, leverage rich-text procedures and pinned links to meticulously document every detail, consolidating all pertinent information in one convenient location. This comprehensive approach not only enhances organization but also fosters clearer communication among team members.
API Access
Has API
API Access
Has API
Integrations
Google Sheets
QuickBooks Online
Slack
Xero
AngelList
Betterment
Box
Cisco Duo
Clearbit
Google Drive
Integrations
Google Sheets
QuickBooks Online
Slack
Xero
AngelList
Betterment
Box
Cisco Duo
Clearbit
Google Drive
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
Numeric
Country
United States
Website
www.numeric.io
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