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
Planful, which was previously known as Host Analytics, stands out as a leading provider of adaptable, cloud-driven enterprise performance management (EPM) software solutions. Designed specifically for large organizations, Planful allows users to seamlessly incorporate realistic modeling data into both operational and financial business strategies, assess forecasts against actual results, and engage with essential stakeholders through a unified, user-friendly platform. Utilizing Planful enables finance teams to enhance their organizational performance by streamlining, speeding up, and synchronizing all financial operations. This comprehensive approach not only boosts efficiency but also fosters stronger collaboration among team members, ultimately driving better decision-making processes.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Google Sheets
Gusto
Microsoft Excel
QuickBooks Online
RUN Powered by ADP
Ramp
Sage Intacct
Slack
Stripe
Integrations
Amazon Web Services (AWS)
Google Sheets
Gusto
Microsoft Excel
QuickBooks Online
RUN Powered by ADP
Ramp
Sage Intacct
Slack
Stripe
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
Planful
Founded
2000
Country
United States
Website
www.hostanalytics.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
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Data Visualization
Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards