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Asseta AI Intelligent Family Office Suite

Foundational

To get started
$40,000 / year
Key Features include:
Multi Entity General Ledger
20 entities included
Consolidated reporting
Ownership chart
Banking
15,000+ bank connections
Banking reconciliation
Rules based classifications
Accounts Payable
Budgeting & Forecasting
Reporting
Dashboard builder
Custom views
Widget creator
Compliance
SOC II Type 2 compliant
GDPR Accreditation
Role based permissioning
Immutable audit trails
Robust MFA
Available Add Ons
Integrations like Bill.com
Additional Users
Additional Entities

Enterprise

To scale
$60,000 / year
All features of Foundational plus:
Multi Entity General Ledger
50 entities included
Custom report writer
Multi dimensional
Accounts Payable
Vendor management
Approval workflows
Check printing + ACH
Document Vault
AI-powered invoice scanning
Unlimited document storage
Attach documents to audit trail
Available Add Ons
Collections
Investments
Multi Family Office

Institutional

To endure for generations
Custom
All features of Enterprise plus:
Multi Entity General Ledger
100 entities included
Bespoke report creation
Custom feature requests
Integrations
Integrations as a service
Custom build outs
Preferred partner program
Collections
Comprehensive asset catalog
Manage appraisals + insurance
Partial ownership tracking
Investments
Investments data GL flow through
Performance reporting
Investments dashboards

Feature
comparison

Corporate Card

Corporate liability charge card
20x higher credit limits
Card issuing controls
Category and vendor controls
Expense policy enforcement
Feature
comparison

Foundational

Get Started

Enterprise

Get Started

Institutional

Contact Sales
General Ledger
Multi-entity 20 entities included 50 entities included 100 entities included
Consolidated reporting vector_table vector_table vector_table
Entity map vector_table vector_table vector_table
Custom dimensions vector_table vector_table vector_table
Inter-company activity vector_table vector_table vector_table
Custom report writer vector_table vector_table vector_table
Banking
15,000+ banking connections vector_table vector_table vector_table
Banking reconcilliation vector_table vector_table vector_table
Rules-based categorization vector_table vector_table vector_table
Reporting
Dashboard builder vector_table vector_table vector_table
Widget creator vector_table vector_table vector_table
Custom views vector_table vector_table vector_table
Accounts Payable
Vendor Management vector_table vector_table vector_table
Approval workflows vector_table vector_table vector_table
Check printing + ACH vector_table vector_table vector_table
Document vault
Secure storage 10GB 50GB Unlimited
AI-powered invoice scanning vector_table vector_table vector_table
Entity mapping vector_table vector_table vector_table
Integrations
Basic prebuilt integrations Available to add-on Available to add-on Available to add-on
Premium prebuilt integrations vector_table Available to add-on Available to add-on
Custom integrations vector_table vector_table Available to add-on
Compliance + Users
Users included 2 3 5
Role-based permissioning vector_table vector_table vector_table
SOC 2 Type II Compliant vector_table vector_table vector_table

Level up to the only modern, all-in-one family office platform.

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