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Asseta AI has raised a $4.2M Seed Round from Nyca Partners and Motive Partners!Read more  

  • Platform
    Platform Overview
    Explore The Intelligent Family Office Suite™
    General Ledger
    Multi-entity financial management
    Reporting
    Unlock clarity
    Bill Pay
    Streamline vendor payments
    Document Storage
    Secure & centralized file storage
    Banking
    Complete cash visibility
    Forecasting
    Forecast and plan with accuracy
    Investments
    Unify your portfolio
    Month-end Close
    Allocations
    Prepaids
    Multi-currency
    Operate globally
    Integrations
  • Solutions
    Single family offices
    Everything you need to run a family office, precisely.
    CFOs
    Gain complete clarity across your operations.
    Multi family offices
    Grow your practice with real-time insight across families.
    Controllers
    Save time and close your books faster.
    Accounting firms
  • Security
    Security center
    Learn about our approach to protecting your assets.
    Trust Center
    Our approach to compliance.
  • Resources
    Family Office resources
    View all Asseta's finance and accounting resources.
    Growth tools
    Free family office downloads.
    Articles
    Educational family office content.
    About us
    Learn more about Asseta AI
    Guides
    How-tos and resources.
    FAQ
    Learn how Asseta can help you.
    Careers
    hiring
    Learn about working at Asseta.
  • Pricing
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Read the latest from:

Asseta HQ

The best accounting software for multi-currency

How small businesses can move beyond borders with Asseta.

Articles
July 1, 2024

The difficulties of operating in a multi-currency environment for Family Offices

How Asseta makes multi-currency easy.

Articles
June 17, 2024

Why 75% of ERP Upgrades Fail

Why and how to avoid ERP failures for Family Offices.

Articles
May 24, 2024

Asseta AI: a new approach to financial management for Family Offices

Announcing the Asseta cloud accounting platform.

Articles
April 22, 2024

Integrate your finance tech-stack with Ramp and Asseta

Asseta is excited to announce a brand new partnership and integration with Ramp.

Articles
March 28, 2024

Say goodbye to the limitations of Quickbooks for your Family Office

Discover the Asseta advantage.

Articles
March 20, 2024

Unlocking the power of dimensionality in family office real estate accounting

How to unlock clarity and insight in your multi-entity real estate operations.

Guides
February 9, 2024

Resource: 6 ways QuickBooks is holding your family office back

CFOs, Accountants and Controllers believe these 6 reasons why QuickBooks is throttling your potential.

Guides
January 25, 2024

What are some best practices to keep your family office chart of accounts clean?

How to maintain a clean, streamlined, and organized chart of accounts.

Guides
January 4, 2024
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  • Platform

    • Platform overview
    • General Ledger
    • Reporting & Dashboards
    • Accounts Payable
    • Accounts Receivable
    • FP&A
    • Banking & Cashflow
    • Collaborative Close
    • Dynamic Allocations
    • Prepaid Expenses
    • Multi-currency
    • Integrations
  • Solutions

    • Solutions overview
    • Single family offices
    • Multi family offices
    • CFOs
    • Controllers
    • Accounting firms
    • Technology & operations
  • Resources

      • Security Center
      • Resource center
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    • Company

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