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Accounts Payable
Intelligent AP processing
Automate and control your payables.
Eliminate mistakes
Streamline processes to manage cash flow and vendor relationships, all while eliminating repetitive busywork.
Manage payments in real-time
Validate, flag and execute payments while maintaining complete control over your terms.
Auto-coding and workflows
Automate invoice tracking, approvals, and cash flow management, seamlessly integrating these functions with your existing systems.
Auto invoices
Automate the creation, approval, and payment of invoices
Real-time tracking ensures prompt and accurate invoice processing, reducing the risk of fraud, double payments, and late payments, and safeguarding your financial integrity.
Flexibility
Auto sync transactions to your general ledger, ensuring accurate coding and seamless integration with your dimensions for optimal financial management
Focus on strategic decision making and simplify complex tasks to gain a clear overview of financial obligations which results in a more efficient, accurate, and reliable AP process that strengthens your financial health and operational success.
Integrate your data and achieve complete visibility
Addepar
Investments
Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.
J.P. Morgan
Investments
J.P. Morgan offers personal, commercial and investment products and is the largest bank in the world.
Morgan Stanley
Investments
A leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.
Arch
Investments
Arch solves many of the problems facing active Investors / LPs: collecting K-1s; logging into the various web portals; and tracking performance, cash flows, and metrics across their investments.
Fidelity
Investments
Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products.
Charles Schwab
Investments
Charles Schwab offers investment products and services, including brokerage and retirement accounts, online trading and more.
Asora
Investments
Asora is a SaaS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile.
MyFO
Investments
MyFO delivers the most advanced family office experience, seamlessly combining efficiency with secure, centralized tools to transform wealth management.
Addepar
Investments
Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.
J.P. Morgan
Investments
J.P. Morgan offers personal, commercial and investment products and is the largest bank in the world.
Morgan Stanley
Investments
A leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.
Arch
Investments
Arch solves many of the problems facing active Investors / LPs: collecting K-1s; logging into the various web portals; and tracking performance, cash flows, and metrics across their investments.
Multi-entity finance teams are making the switch to Asseta
Find out why top finance teams leverage Asseta to scale their operations:
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.
I'd been searching the family office software market for years and finally found a platform that seems to have hit the nail on the head. The Asseta team has a great vision and knows exactly what we are looking for from a technology partner. It is some of the best if not the best software we've seen.
Prior to Asseta, we would have to wait for weeks to receive standard financial reports from our accounting team. Now our accountants build consolidated financial reports broken out by entity and other dimensions in minutes. It has cut our reporting efforts by more than 90% and improved our financial visibility and controls greatly.
Profit and Loss reporting was taking days to build manually in Excel. Asseta was easy to set up and makes it easy for us to analyze our business by location, class, department, source and other dimensions in real time. It helped me recognize where our margins were to invest more and grow the business.
We are always looking for smart ways to streamline the month end close and implement controls. Asseta's solution brings everything together in one place and organizes data from multiple sources.
Month-end can be a real pain when trying to consolidate financials from hundreds of subsidiaries. Asseta's solution is brilliantly architected to do just that. Automating inter-company activity is easy and painless. Their platform is a game changer in the outdated accounting/ERP arena.
FAQ
Some frequently asked questions about our service.
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 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.
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.