For Accounting Firms

Make the deals with institutional impact.

Unify complex multi-entity, multi-currency accounting and bill pay into a single general ledger.

Asseta gives you the foresight to unlock insights. Utilize multi-dimensional tagging to generate consolidated reports and eliminate manual spreadsheets. It’s the data you need to navigate financial decision making with ease.

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Real-time insights

Asseta streamlines critical client accounting functions to deliver deep, real-time intelligence.

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Manage Multi-Entity Architecture

Automate intercompany transactions and simplify consolidated financial reporting across multiple trusts, LLCs, and partnerships.

Automate with Ease

Streamline high-volume operations like bill approvals and reconciliations, reducing time spent on routine data entry and speeding up month end close (close in hours, not days).

Configure Advanced Dimensions

Track transactions across any custom dimension (e.g., fund, family member, asset class) without manual manipulation – all viewable with custom-coded dashboards.

Smarter intelligence. Faster.

Modernize your tech stack in months with agile, rapid implementation
to deliver comprehensive visibility at the speed of finance. 

Today

Day 30

Day 60

Day 90

GET STARTED SETTING UP
YOUR ACCOUNT

GET COMFORTABLE WITH TOOLS
AND REPORTING

Ask Why You Didn't Switch
Last Year

100% of Reporting
Moved to Asseta

Today

GET STARTED SETTING UP
YOUR ACCOUNT

Day 30

GET COMFORTABLE WITH TOOLS
AND REPORTING

Day 60

Ask Why You Didn't Switch
Last Year

Day 90

100% of Reporting
Moved to 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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