Protect and scale your wealth for generations
Meet the intelligent family office suite.

Trusted by family offices to protect legacies
Solutions to protect, scale and build wealth for generations.
Banking
Cash visibility.
Forecasting
Budgeting & planning.
Bill Pay
Streamline vendor payments.
Reporting
Unlock clarity.
Allocations
Intercompany automation.
General Ledger
Multi-entity & multi-dimensional.
Receivables
Get paid faster.
Close Management
Streamline month-end.
Prepaids
Amortize expenses.
Multi-currency
Operate globally.
Safely unite your data
Achieve total financial control and visibility with Asseta’s open APIs.

Addepar
Investments
A platform built to simplify complexity. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.

Amex
Banking
American Express offers world-class Charge and Credit Cards, Gift Cards, Rewards, Travel, Personal Savings, Business Services, Insurance and more.

Chase
Banking
Chase and it's parent J.P. Morgan offer personal, commercial and investment products and is the largest bank in the world.

QuickBooks
Accounting
QuickBooks is an accounting software that offers easy to use cloud-based accounting solutions for businesses of all sizes.
Browse our family office resources

Asseta Unveils a New Brand to Redefine Family Office Management
A New Brand to Reflect Our Momentum and Future Ambitions
Articles
Articles
February 5, 2025
Artificial Intelligence
Chart of accounts
Company news
Dimensions
Family Offices
.png)
Multi Family Office Chart of Accounts Template Download
Download a free Single Family Office Chart of Accounts template.
Accounting Templates
Accounting Templates
December 31, 2024
Real estate
Multi-entity
General Ledger
Chart of accounts
Family Offices
.png)
Single Family Office Chart of Accounts Template Download
Download a free Single Family Office Chart of Accounts template.
Accounting Templates
Accounting Templates
December 31, 2024
Real estate
Multi-entity
General Ledger
Chart of accounts
Family Offices

How Family Offices Should Leverage AI to Stay Ahead
As AI continues to evolve, it presents unique opportunities for family offices to leverage its capabilities as a competitive advantage. By diving deeper into diverse applications, family offices can position themselves at the forefront of innovation, seizing the potential to outperform peers.
Articles
Articles
December 4, 2024
Artificial Intelligence
Chart of accounts
Dimensions
Family Offices
General Ledger
.png)
How Intelligent Automation Enables Family Offices to Prepare for the Future
Intelligent automation, driven by AI and machine learning, is revolutionizing how family offices manage wealth, integrate data, seize opportunities, and safeguard their legacy for future generations.
Articles
Articles
November 21, 2024
General Ledger
Family Offices
Integrations
Inter-company Activity
Multi-currency
.png)
Who Needs a Family Office?
How much money do I need to start a Family Office?
Guides
Guides
November 6, 2024
Family Offices
General Ledger
Multi-currency
Multi-entity
Reporting

How Asseta Simplifies Accounting for Single Family Offices
Traditional accounting softwares and spreadsheets hinder Family Office wealth and finance preservation.
Articles
Articles
November 5, 2024
Family Offices
Dimensions
Reporting
QuickBooks
Inter-company Activity
Transform your family office tech stack
Purpose built
Built for family office finance
Transform your family office operations with Asseta's robust, flexible and scalable general ledger. See every detail with custom insights you create like family member, property, fund, and partner.
Simplify
Effortlessly handle complex ownership structures
Ditch the spreadsheet formulas and unlock financial clarity with Asseta's partial ownership engine. Split ownership and transactions down the the basis point.
Allign
Create approval workflows
Keep everything consistent across all entities with uniform accounting policies. Automate routine tasks like allocations and approval requests using Asseta's rule engine. This means less manual work for you and more accuracy in your financial records.
Monitor
Understand in real time
Monitor KPIs to stay on top of each entity’s financial health. Leverage real time financial and statistical data to report on your performance. Build and share custom reports and dashboards with all stakeholders.
Family Office software built to scale with you
Connect your favorite tools, effortlessly implement in weeks and transact in hundreds of currencies.
Integrate seamlessly
Push real-time data to one centralized accounting platform with Asseta's API. Integrate with your favorite tools like Quickbooks, Bill, Ramp, Fidelity, Stripe and Amex.
Implement in days
Streamline your transition with our agile process and avoid lengthy month-long implementations. Benefit from the support of a dedicated team of customer success personnel, ensuring a smooth and efficient transition.
Operate globally
Transact in 180+ currencies across all of your entities. Automatically book unrealized gains/loses. Set entities base currencies and consolidate through simplified currency translation.
About Asseta
Some frequently asked questions about our service.
Can I import my data from another platform?
Yes, Asseta supports data importation from other platforms. 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 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 a quick and accurate implementation.
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.
What is the advantage of choosing Asseta?
Asseta is expertly designed to reduce complexity in financial management. This is achieved by its user-friendly interface and simplified processes that make it easy for businesses, regardless of their size or industry, to manage their finances effectively.
Asseta empowers businesses to take control of their financial management. It equips them with the tools and insights necessary to make informed decisions and drive growth. With Asseta, businesses can confidently navigate their financial journey, knowing they have a reliable and efficient platform supporting them.
Why is Asseta different from an ERP?
Asseta differs from traditional ERP systems as it is specifically designed to provide financial clarity and control for multi-entity businesses. Most ERPs were built decades ago and were not designed to suit all industries. Asseta is built on the latest technology and can integrate with any and all of your business tools. Asseta can automate most or all of your routine busywork and accounting tasks.
While ERPs often include broad enterprise management features, Asseta focuses on advanced financial functionalities like automated inter-company transactions, consolidation, and compliance, making it more specialized and efficient for financial management.
Request a personalized demo to learn how you can take full advantage of the platform: https://www.asseta.ai/demo