Document management, perfected.

Every statement, agreement, and invoice in one secure home, linked to the transactions and entities they belong to.

One Secure Home

All financial documents
in a single repository, organized by entity.

AI Document Processing

Asseta reads statements and
invoices and turns them into draft entries.

Linked to the Ledger

CAttach documents to transactions, bills,
and journal entries, support is always one click away.

Powerful Search

Find any document by entity,
vendor, date, amount, or content.

Access Controls

Permissions decide who can see, add,
or share each document.

Audit-Ready

When auditors ask, the evidence is
already attached to the entry.

Version History

Every upload and change is tracked,
so the record is never in doubt.

Enterprise Security

Encrypted storage under the same
SOC 2 Type II controls as the rest of Asseta.

Ready to make bold,
legacy-defining deals?

See how Asseta can help you build a safer, smarter, more innovative financial network.

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