Solutions overview

Scale faster and further

Asset offers a suite of automated finance solutions for family offices and their businesses.

Between my time in public accounting and corporate finance, having assisted dozens of clients, I have never seen such a modern take on financial management software before. From an ease of use, automation, and enhanced financial clarity perspective, Asseta hits the nail on the head.

Salvatore
VP of Finance @ SFO

Modernize

Transform your finance tech stack.

  • Asseta Visibility

    Visibility

    All your entities in one place.

  • Automation

    Auto-code transactions.

  • Controls

    Reduce manual oversight.

  • Integration

    Combine all your business data.

Simplify multi-entity finance

Automated solutions designed for consolidation, scale and growth.

  • Centralize

    Every entity in one place

    Consolidating globally across your entities is fast, easy and accurate.

  • Configure

    Capture, code and report

    Define dimensions and codify transactions to slice and dice company data.

  • Visualize

    Real-time analytics and reporting

    Build, share and report all by yourself.

  • Integrate

    Connect all your data

    Bridge data across all apps, entities and departments.

Automate repetitive tasks

Save time and ensure accuracy.

  • Close in hours

    Experience unprecedented speed in financial consolidations, reducing close times from days to mere hours, and freeing up valuable resources.

  • Less spreadsheets

    Effortlessly consolidate financials for partially owned subsidiaries, ensuring accurate and comprehensive financial statements.

  • Real-time consolidations

    Import real-time statistical data from Prismatic’s API to dynamically allocate across all your entities.

Oversight

Control finance operations in every direction

Manage users and control access

Complex user permissioning means you precisely control who has access to your sensitive data.

Streamline reporting while maintaining control and always being audit ready

Simplify and accelerate your reporting processes without sacrificing control. Create shareable reports and dashboards with complex user controls.

Integrate your finance tech stack

Leverage Asseta's API to combine all your business data on one platform.

  • API

    Asseta's API enables real-time connections with all your favorite apps.

  • Integration

    Eliminate data fragmentation and integrate your data with only a few clicks.

Built for your role and industry

FAQ

Some frequently asked questions about our service.

Read all FAQ items

Can I import historical data?

Yes, Asseta supports unlimited data importation. We provide tools and support to facilitate the migration of your financial data from existing systems into Asseta, ensuring a smooth transition and minimal disruption to your operations.

Does Asseta automate inter-company activity?

Asseta handles inter-company activity by automating transactions between entities within the same organization. Our platform simplifies these processes by providing tools to reconcile inter-company accounts automatically, ensuring accuracy and compliance.

Does Asseta integrate with Quickbooks?

Yes. Asseta integrates seamlessly with QuickBooks, in addition to many other financial tools. This integration allows for the smooth transfer of financial data from QuickBooks into Asseta, facilitating an upgrade path for businesses that need more robust features like multi-entity management and financial consolidation without losing their historical data.

Learn more about Asseta's integration partners.

Does Asseta replace Quickbooks Online?

Yes. Asseta is a standalone general ledger accounting platform designed to run business financials.

For those looking to stay with QuickBooks, Asseta integrates securely with QBO via secure API integration.

How long does it take to implement Asseta?

Our average customer goes live within 2-8 weeks. The timeline depends on the state of your data, technology needs, and resource capacity. Asseta's team of CPAs, engineers, and customer success personnel will work directly with you to ensure an efficient implementation.

How often does Asseta release updates?

We regularly update our platform to introduce new features and enhancements, typically on a quarterly basis. These updates are designed to improve functionality, enhance user experience, and incorporate the latest advancements in financial technology.

Is Asseta a general ledger?

Yes.

A general ledger forms the basis of a company's accounting system. It documents all company transactions, such as assets, liabilities, equity, revenues, and expenses. Every entry includes a debit and a credit, which must always balance to maintain accurate financial records.

The general ledger plays an integral role in producing financial statements. It helps businesses track their financial performance over time, allowing them to identify trends, manage budgets, and make informed financial decisions. The general ledger also assists in ensuring compliance with financial regulations and standards, as it provides a complete and accurate record of all financial transactions carried out by the company.

Learn more about Asseta's Intelligent General Ledger here.

Is Asseta suitable for single-family and multi-family offices?

Asseta is built for single and multi family offices operating complex portfolios and multiple legal entities.

What is the advantage of choosing Asseta?

Asseta is the only modern all-in-one platform exclusively dedicated to the needs of Family Offices. Our pace of innovation makes us the clear leader in software solutions for our clients.

What type of support does Asseta offer its users?

Asseta offers comprehensive support through a dedicated customer service team, available via phone, email, and Slack channel. We also provide extensive online resources, including tutorials, FAQs, and community forums, to help users maximize the benefits of our platform.