Resource center

Downloads

Downloadable content to help your finance ops.

The Ultimate Month-end Checklist for Accounting Teams

This comprehensive checklist guides accounting teams through each step to ensure a smooth and thorough month-end accouting close.

Downloads

October 7, 2024

Chart of Accounts Template for Real Estate

Download a free Real Estate Chart of Accounts template.

Downloads

September 25, 2024

What is Asseta AI?

Asseta AI is The Family Office Operating System You’ve Been Waiting For

Downloads

September 9, 2025

Download: One-Pager for Family Offices on Tariffs and the 'Big Beautiful Bill'

This exclusive Asseta AI one-pager helps family offices navigate the intersection of tax certainty from the One Big Beautiful Bill (OBBBA) and trade volatility driven by Trump-era tariffs.

Downloads

August 14, 2025

Family Office Chart of Accounts Template Download

Download our free Family Office Chart of Accounts template.

Downloads

March 18, 2025

Family Office Budget and Expense Tracker

Managing the finances of a family office requires precision, transparency, and real-time tracking of multiple revenue streams, operating costs, investment expenses, and family-related expenditures. Without the right tools, keeping financial oversight can become a complex and time-consuming task.

Downloads

March 6, 2025