Asseta
Asseta is an AI-driven platform designed to simplify the financial management of family offices by providing powerful tools for wealth tracking, accounting, and reporting. The platform enables users to efficiently manage diverse portfolios, track investments, and oversee cash flow and multi-currency transactions in real time. With seamless integration with systems like QuickBooks, Bill, and Ramp, Asseta centralizes data for easy access and analysis. It also automates financial workflows such as bill payments, allocations, and month-end closing, ensuring greater accuracy and time savings. Tailored to meet the needs of growing family offices, Asseta enhances financial visibility, simplifies complex reporting, and supports scalable operations.
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Sage 300
All-in-one software for business management. Sage 300 is trusted by over 40,000 customers in 150 countries, across a wide range of industries. Sage 300 manages finances, operations, and inventory at a fraction of the price of traditional ERP software. Manage multiple locations in multiple languages, currencies, and regions. Connect, analyze and report on the multiple business units, companies, subsidiaries and countries in your organization. Reduce the complexity of managing multiple entities. Centralize your processes, manage your accounting, operations, inventory, distribution, and much more, from a single app. Cloud-based financial tools that are best in class for companies with multiple locations and entities. It has a multi-currency and multi-lingual interface. Manage transactions through the entire sales cycle and automate your order procedures directly within Sage 300. Manage contractor and subcontractor expenses and time, and add stakeholders.
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FloQast
FloQast provides a transformative accounting platform that uses AI to automate and streamline the financial close process. By integrating with existing tools, it enhances efficiency in reconciling accounts, preparing financial reports, and conducting audits. The AI agents help accounting teams by matching transactions and identifying inefficiencies, allowing accountants to transition from data preparation to strategic oversight. With real-time collaboration and tracking features, FloQast supports accounting teams in delivering faster, more accurate results with reduced operational complexity.
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Aphrodite Accounting
Accounting firms and auditors can use Aphrodite accounting to manage their financial reports, and prepare financial statements. Quick Entries allows professional accountants to save time when preparing financial reports by allowing transactions for multiple clients to be entered quickly. Quick Entries also allows multi-currency journal entry. You can make transactions in any currency using rates that are automatically downloaded from the European Central Bank. We are confident that Aphrodite's accounting archiving capabilities and constant education of our employees, as well as monitoring ever-changing regulations and global finance needs, will make us a valuable asset to your expansion.
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