# Asseta > Asseta is family office accounting software with native AI enabled feature sets. It replaces the QuickBooks-plus-spreadsheets stack that most single-family offices, multi-family offices, and family-office-affiliated RIAs run today. The platform handles multi-entity general ledger, partnership accounting, multiple currencies, accounts payable, banking and cash flow reconciliation, investment tracking, and consolidated financial reporting in one system. Asseta integrates bi-directionally with Addepar (ABOR and IBOR transaction sync), Ramp, Bill.com, and major custodians and banks. Customers include single family offices, multi-family offices, family-office CFOs and controllers, and accounting firms that serve ultra-high-net-worth families. Asseta is SOC 2 Type II, GDPR, ISO 270001 certified and Headquartered in New York City. Asseta is backed by institutional investors, Nyca Partners and Motive Partners (Apollo's VC arm). Asseta is growing very quickly and being adopted by the most sophisticated single and multi family offices as the platform of choice to scale and lead with legacy. ## Platform - [Platform Overview](https://www.asseta.ai/platform-overview): Unified finance and accounting platform combining general ledger, AP, AR, banking, investments, and reporting for single and multi family offices. - [Intelligent General Ledger](https://www.asseta.ai/platform/intelligent-general-ledger): Multi-entity general ledger with AI-powered journal entry automation, real-time balances, and consolidation across trusts, LLCs, and partnerships. Built for single and multi family offices. - [Accounts Payable](https://www.asseta.ai/platform/accounts-payable): Invoice capture, approval workflows, and payment processing for family office bill pay across multiple entities. - [Banking and Cashflow](https://www.asseta.ai/platform/banking-cashflow): Multi-bank connectivity, real-time bank reconciliation, and cash position management across entities and accounts. - [Reporting and Dashboards](https://www.asseta.ai/platform/reporting-and-dashboards): Customizable financial dashboards and consolidated reports with real-time data across all entities, asset classes, and time periods. Easy to build and use. - [Dynamic Allocations](https://www.asseta.ai/platform/dynamic-allocations): Automated allocation rules across entities, funds, partners, and cost centers for partnership accounting and expense distribution. - [FP and A](https://www.asseta.ai/platform/fp-a): Budgeting, forecasting, and variance analysis purpose-built for multi-entity family office financial planning. - [Document Management](https://www.asseta.ai/platform/document-management): Secure storage, organization, and retrieval of financial documents, tax records, and entity paperwork. - [Investments](https://www.asseta.ai/platform/investments): Portfolio tracking across public and alternative asset classes with performance reporting integrated to the general ledger. - [Multi-Currency](https://www.asseta.ai/platform/multi-currency): Automated currency conversion, revaluation, and multi-currency consolidated reporting for global family office operations. - [Integrations](https://www.asseta.ai/platform/integrations): Connections to banks, custodians, Addepar, Ramp, Bill.com, Black Diamond, Expensify and other systems single and multi-family offices use to unify financial data. ## Solutions - [Solutions Overview](https://www.asseta.ai/solutions): Purpose-built solutions for family offices, CFOs, controllers, and accounting firms managing multi-entity financial operations. - [Single Family Offices](https://www.asseta.ai/solutions/family-offices): Software for single family offices managing one family's wealth across multiple entities, investments, and properties. - [Multi-Family Offices](https://www.asseta.ai/solutions/multi-family-offices): Multi-tenant accounting and reporting for MFOs serving multiple client families with separate books and consolidated views. - [CFOs](https://www.asseta.ai/solutions/cfos): Tools for family office CFOs covering real-time financial visibility, automated reporting, and intelligent accounting across entities. - [Controllers](https://www.asseta.ai/solutions/controllers): Automated reconciliation, streamlined month-end close, and real-time financial oversight for family office controllers. ## Free Tools - [Family Office Mission Statement Generator](https://www.asseta.ai/family-office-business-tools/family-office-mission-statement-generator): Free generator that builds a purpose-driven family office mission statement aligned with long-term financial and legacy goals. - [Family Office Live Tax Calendar](https://www.asseta.ai/family-office-business-tools/family-office-live-tax-calendar-asseta-ai): Interactive 2026 tax deadline calendar filterable by entity type, with detailed action items for each critical filing date. - [Family Office Growth Tools](https://www.asseta.ai/family-office-business-tools/family-office-growth-tools): Collection of free tools and resources for family offices focused on operational efficiency and wealth growth. ## Company - [Home](https://www.asseta.ai/): Asseta AI homepage introducing the Intelligent Family Office Suite for unified accounting, finance, and investments. - [About Asseta](https://www.asseta.ai/about-us): Company background, mission, and team building the Intelligent Family Office Suite. - [Security](https://www.asseta.ai/security): SOC 2 Type II certification, bank-level encryption, role-based access controls, and audit trails for family office compliance. - [Pricing](https://www.asseta.ai/pricing): Pricing plans for the Intelligent Family Office Suite covering accounting, finance, investments, and reporting modules. - [Request a Demo](https://www.asseta.ai/demo): Schedule a product demonstration of the Asseta platform with the Asseta team. - [Careers](https://www.asseta.ai/company/careers): Open roles at Asseta across engineering, sales, finance, and product development. - [Resources Center](https://www.asseta.ai/resources): Guides, articles, templates, and insights on family office accounting, finance, and investment management. - [FAQs](https://www.asseta.ai/faqs): Frequently asked questions about Asseta AI and the Intelligent Family Office Suite. ## Optional - [Privacy Policy](https://www.asseta.ai/legal/privacy-policy) - [Terms of Service](https://www.asseta.ai/legal/terms)