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Download our chart of accounts template for family offices, our #1 downloaded asset.
Multi-entity partnership accounting
Investments data aggregation
Audit-ready from day one
Project cash, spending, and liquidity from your actual ledger data, so tomorrow's decisions rest on today's numbers.
See projected cash by entity and account,
weeks and months ahead.
Asseta learns your recurring inflows
and outflows and projects them forward.
Model a purchase, a distribution,
or a market shift before you commit.
Track spending against budget,
and see where the year is heading.
Plan for capital calls, tax payments,
and large purchases without surprises.
Forecasts refresh as actuals land,
so the outlook never goes stale.
Get flagged when actuals drift from plan,
while there is still time to act.
Every projection starts from real transactions,
not a spreadsheet copy.
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