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Integrations
Unify your business tech stack
Integrate your business technology and connect any finance, payroll, or any company tool to Asseta.
Sync
Centralize your data
Maintain a single-source of truth across finance, accounting, HR and payroll by securely pushing your data directly into Asseta's GL.
Automate
Streamline workflows across applications
Automatically categorize, codify, tag or flag transactions with a robust workflow engine.
Connection
Bi-directional communication
Standardize and centralize all company data.
Insight
Build reports yourself
Combine statistical and financial data across applications and departments.
Control
Regulate access to data
Determine visibility and permissions within Prismatic. Assign roles to streamline workflows, control access, and manage spend.
Security
Have peace of mind with data encryption & SOC II Type II
All you valuable business data is encrypted in motion and at rest.
Integrate with your existing apps
Browse Asseta's robust network of integrations.
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Ramp
Spend Management
Ramp helps businesses control spend, save time, automate busywork & save an average of 5%.
Plaid
Fintech
Plaid makes it easy to securely connect your bank accounts to the apps you want to use.
Bill
Spend Management
Bill.com is a software tool that automates accounts payable and accounts receivable processes.
QuickBooks
Accounting
QuickBooks is an accounting software that offers easy to use cloud-based accounting solutions for businesses of all sizes.
Amex
Banking
American Express offers world-class Charge and Credit Cards, Gift Cards, Rewards, Travel, Personal Savings, Business Services, Insurance and more.
Stripe
Fintech
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Brex
Spend Management
Brex offers AI-powered spend management solutions and software like corporate cards, business accounts, travel and expenses.
Looker
Analytics
Looker is an enterprise platform for BI, data applications, and embedded analytics that helps you explore and share insights in real time.
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Compliant
Peace of mind with SOC II Type 2 & PCI
Asseta undergoes annual audits to ensure your data is secure, confidential, and private according to SOC 2 Type II protocols.
Data always follows PCI security rules to safeguard all sensitive information during processing, transmission, and storage.
Multi-entity finance teams are making the switch to Asseta
Find out why top finance teams leverage Asseta to scale their operations:
Between my time in public accounting and corporate finance, having assisted dozens of clients, I have never seen such a modern take on financial management software before. From an ease of use, automation, and enhanced financial clarity perspective, Asseta hits the nail on the head.
Prior to Asseta, we would have to wait for weeks to receive standard financial reports from our accounting team. Now our accountants build consolidated financial reports broken out by entity and other dimensions in minutes. It has cut our reporting efforts by more than 90% and improved our financial visibility and controls greatly.
Profit and Loss reporting was taking days to build manually in Excel. Asseta was easy to set up and makes it easy for us to analyze our business by location, class, department, source and other dimensions in real time. It helped me recognize where our margins were to invest more and grow the business.
We are always looking for smart ways to streamline the month end close and implement controls. Asseta's solution brings everything together in one place and organizes data from multiple sources.
Month-end can be a real pain when trying to consolidate financials from hundreds of subsidiaries. Asseta's solution is brilliantly architected to do just that. Automating inter-company activity is easy and painless. Their platform is a game changer in the outdated accounting/ERP arena.
FAQ
Some frequently asked questions about our service.
Can I import historical data?
Yes, Asseta supports unlimited data importation. We provide tools and support to facilitate the migration of your financial data from existing systems into Asseta, ensuring a smooth transition and minimal disruption to your operations.
Does Asseta automate inter-company activity?
Asseta handles inter-company activity by automating transactions between entities within the same organization. Our platform simplifies these processes by providing tools to reconcile inter-company accounts automatically, ensuring accuracy and compliance.
Does Asseta integrate with Quickbooks?
Yes. Asseta integrates seamlessly with QuickBooks, in addition to many other financial tools. This integration allows for the smooth transfer of financial data from QuickBooks into Asseta, facilitating an upgrade path for businesses that need more robust features like multi-entity management and financial consolidation without losing their historical data.
Learn more about Asseta's integration partners.
Does Asseta replace Quickbooks Online?
Yes. Asseta is a standalone general ledger accounting platform designed to run business financials.
For those looking to stay with QuickBooks, Asseta integrates securely with QBO via secure API integration.
How long does it take to implement Asseta?
Our average customer goes live within 2-8 weeks. The timeline depends on the state of your data, technology needs, and resource capacity. Asseta's team of CPAs, engineers, and customer success personnel will work directly with you to ensure an efficient implementation.
How often does Asseta release updates?
We regularly update our platform to introduce new features and enhancements, typically on a quarterly basis. These updates are designed to improve functionality, enhance user experience, and incorporate the latest advancements in financial technology.
Is Asseta a general ledger?
Yes.
A general ledger forms the basis of a company's accounting system. It documents all company transactions, such as assets, liabilities, equity, revenues, and expenses. Every entry includes a debit and a credit, which must always balance to maintain accurate financial records.
The general ledger plays an integral role in producing financial statements. It helps businesses track their financial performance over time, allowing them to identify trends, manage budgets, and make informed financial decisions. The general ledger also assists in ensuring compliance with financial regulations and standards, as it provides a complete and accurate record of all financial transactions carried out by the company.
Is Asseta suitable for single-family and multi-family offices?
Asseta is built for single and multi family offices operating complex portfolios and multiple legal entities.
What is the advantage of choosing Asseta?
Asseta is the only modern all-in-one platform exclusively dedicated to the needs of Family Offices. Our pace of innovation makes us the clear leader in software solutions for our clients.