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
The most powerful digitization tool on the market. Processes a wide range digital, scanned, or printed document types. Submit documents in any format and file type. With hundreds of integrations available, you can stay hands-off when it comes to data entry, manual validation or account code tagging. Stay in control of your import and export with automatic notifications and approvals. You can trigger approvals based upon events. Send approvals at once to team members, stakeholders, or clients. Multi-layered approvals in your preferred format (email, mobile app, or in app) will reduce friction. You can now see your finances in real-time every time you use your preferred tools. This eliminates human error and allows you to report accurately.
API Access
Has API
API Access
Has API
Integrations
Google Sheets
QuickBooks Online
Stripe
Xero
Amazon Redshift
Amazon Web Services (AWS)
DinePlan
Dropbox
Fiserv
Gmail
Integrations
Google Sheets
QuickBooks Online
Stripe
Xero
Amazon Redshift
Amazon Web Services (AWS)
DinePlan
Dropbox
Fiserv
Gmail
Pricing Details
$32 per month
Free Trial
Free Version
Pricing Details
$99 per month
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
fileAI
Country
Singapore
Website
www.file.ai/
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
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
Data Preparation
Collaboration Tools
Data Access
Data Blending
Data Cleansing
Data Governance
Data Mashup
Data Modeling
Data Transformation
Machine Learning
Visual User Interface