Modernize and scale your portfolio financials. Asseta lets you do more with your money.
Streamline your construction operations with our all-in-one solution to simplify complex financial management. Asseta is built for multi-entity construction finance. See every detail of your projects with custom insights you create like job, phase, GC, subcontractor, and cost code.
Effortlessly handle complex joint venture structures. Unlock financial clarity with Asseta's partial ownership engine. Split ownership and transactions down to the basis point.
Transact in 180+ currencies across all of your entities. Set your entities' base currencies and consolidate through simplified currency translation
Create uniformity across every job and entity. Automate routine tasks like job cost allocations and approval requests using Asseta's rule engines – less manual work for you and more accuracy in your records.
Monitor KPIs to stay on top of every project's financial health. Leverage real-time job costing and statistical data to report on your performance, all with custom reports and dashboards.
Push real-time data to one centralized accounting platform with Asseta's API, integrating with construction and project management tools like Procore, Sage 300 CRE, Foundation and Buildertrend.
Your transition to Asseta is done in weeks, not months. Our team supports and streamlines the process, ensuring a smooth and efficient transition.
Asseta is built for multi-entity real estate finance. Transform your real estate operations with Asseta's robust, flexible and scalable Intelligent General Ledger. See every detail of your portfolio with custom insights you create like location, property, fund, partner, and type.
Effortlessly handle complex joint venture structures. Unlock financial clarity with Asseta's partial ownership engine. Split ownership and transactions down to the basis point.
Transact in 180+ currencies across all of your entities. Set your entities' base currencies and consolidate through simplified currency translation
Create uniformity across every job and entity. Automate routine tasks like job cost allocations and approval requests using Asseta's rule engines – less manual work for you and more accuracy in your records.
Monitor KPIs to stay on top of every project's financial health. Leverage real-time job costing and statistical data to report on your performance, all with custom reports and dashboards.
Push real-time data to one centralized accounting platform with Asseta's API, integrating with construction and project management tools like Procore, Sage 300 CRE, Foundation and Buildertrend.
Your transition to Asseta is done in weeks, not months. Our team supports and streamlines the process, ensuring a smooth and efficient transition.
Evolve your organization's operations with Asseta's robust, flexible and scalable Intelligent General Ledger. Asseta is built for multi-entity nonprofit and foundation finance. See every detail of your funds with custom insights you create like program, grant, fund, donor, and restriction type.
Effortlessly handle complex joint venture structures. Unlock financial clarity with Asseta's partial ownership engine. Split ownership and transactions down to the basis point.
Create uniformity across every program and entity. Automate routine tasks like indirect cost allocations and approval requests creating less manual work and more accuracy in your records.
Monitor KPIs to stay on top of your organization's financial health. Leverage real-time program efficiency ratios and grant budget-vs-actual data to report on your performance.
Stay audit- and 990-ready year-round. Asseta maintains a complete, dimensional audit trail across every grant and fund, so year-end reporting and annual audits are a formality, not a scramble.
See everything in one solution with Asseta's API, integrating with fundraising and donor management tools like Salesforce Nonprofit Cloud, Blackbaud, Bloomerang and DonorPerfect.
Your transition to Asseta is done in weeks, not months. Our team supports and streamlines the process, ensuring a smooth and efficient transition.
Asseta is built for accounting, tax and assurance services. Streamline and unify tax and financial operations with Asseta's robust, flexible and scalable Intelligent General Ledger. Asseta replaces fragmented systems to deliver an audit-ready, unified environment
Accounting teams can tag and slice transactions by fund, family member, asset class, project, or custom dimensions without messy spreadsheets.
Transact in 180+ currencies across all of your entities. Set your entities' base currencies and consolidate through simplified currency translation.
Asseta has institutional governance baked in with immutable audit trails for posted entries, achieving SOC 2, ISO 27001, and ISO 42001 (AI Secure) compliance standards.
Create uniformity across every program and entity. Automate routine tasks like indirect cost allocations and approval requests creating less manual work and more accuracy in your records.
Asseta's API integrates with 15K+ key financial, accounting and tax partners like Addepar, Charles Schwab, Fidelity, Morgan Stanley, JPMorgan, Bill.com and Ramp.
Your transition to Asseta is done in weeks, not months. Our team supports and streamlines the process, ensuring a smooth and efficient transition.
Manage your clients’ finances with precision and speed with a flexible and scalable Intelligent General Ledger. Asseta is built for multi-entity management supporting single-family offices, multi-family offices and Registered Financial Advisors – providing a single source of truth across complex organizations.
Tag and slice transactions by fund, family member, asset class, project, or custom dimensions without messy spreadsheets.
Transact in 180+ currencies across all of your entities. Set your entities' base currencies and consolidate through simplified currency translation
Asseta has institutional governance baked in with immutable audit trails for posted entries, achieving SOC 2, ISO 27001, and ISO 42001 (AI Secure) compliance standards.
Create uniformity across every entity. Automate routine tasks like indirect cost allocations and approval requests creating less manual work and more accuracy in your records.
Asseta's API integrates with 15K+ key financial partners like Addepar, Charles Schwab, Fidelity, Morgan Stanley, JPMorgan, Bill.com, Ramp, Tableau and Salesforce.
Your transition to Asseta is done in weeks, not months. Our team supports and streamlines the process, ensuring a smooth and efficient transition.
Streamline your Private Equity accounting. Improve business performance with a powerful financial management suite built for Private Equity. Transform your multi-entity operations with Asseta's robust and scalable multi-entity general ledger.
Scale PE fund operations with purpose-built finance software. Tag and slice transactions with custom dimensions without messy spreadsheets.
Reduce complexity and maintain scale at the same time. Centralize control to tackle complex transactions and spend policies.
Transact in 180+ currencies across all of your entities. Set your entities' base currencies and consolidate through simplified currency translation.
Easily manage complex ownership structures. Ditch spreadsheets and unlock financial clarity with Asseta's partial ownership engine. Build workflows to automate transaction splitting.
Asseta's API integrates with 15K+ key financial partners like Addepar, Canoe Intelligence, QuickBooks Online, NetSuite, Sage Intacct, Juniper Square and more.
Your transition to Asseta is done in weeks, not months. Our team supports and streamlines the process, ensuring a smooth and efficient transition.
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