Built to replace QuickBooks for family offices that have outgrown single-entity accounting.

QuickBooks was built for one small business. Asseta runs every entity, partnership and investment in one general ledger.

Top 3 reasons family offices pick Asseta over QuickBooks

See each entity on its own or consolidate in one click. QuickBooks needs a separate company file for each entity.

Intercompany entries book on both sides and reconcile automatically. In QuickBooks, you tie them out by hand.

Capital accounts, allocations and investment data live in the same ledger. QuickBooks has no partnership accounting.

		QuickBooks Online
Multi-entity books	One ledger, consolidated reports in one click	One company file per subscription
Intercompany	Books both sides and reconciles automatically	Manual entries in each file
Partnership accounting	Capital accounts and allocations by ownership	Not built in
Investments	All asset classes, public and private	Not designed for investment holdings
Dimensions	Tag by entity, family member, fund or any custom field	Classes and locations, limited by plan
Permissions	Scoped by entity for principals, family and outside accountants	User roles per company file
Security	SOC 2 Type II, ISO 27001 and 42001	[Verify before publishing]
Support	CPAs and engineers on Slack, under an hour to respond	[Verify before publishing]

Today's top finance teams trust Asseta to close faster, report in real time and move their family office forward.