New template
Download our chart of accounts template for family offices, our #1 downloaded asset.
Multi-entity partnership accounting
Investments data aggregation
Audit-ready from day one
Capture, code, approve, and pay every bill from one place, with controls that match how your entities operate.
Upload or forward an invoice.
Asseta reads it and drafts the entry for you.
Route each bill to the right approver by
entity, vendor, or amount.
One clean vendor record across all
entities, with full payment history.
Duplicate and anomalous invoices are caught
before a payment goes out.
Time payments to terms and cash position,
and never miss a due date.
Pay from the correct entity every time,
with inter-entity charges handled automatically.
Every capture, edit, approval,
and payment is recorded and traceable.
Approved bills post to the general ledger automatically,
no re-keying.
Follow us
