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Asseta AI has raised a $4.2M Seed Round from Nyca Partners and Motive Partners!Read more  

  • Platform
    Platform Overview
    Explore The Intelligent Family Office Suite™
    General Ledger
    Multi-entity financial management
    Reporting
    Unlock clarity
    Bill Pay
    Streamline vendor payments
    Document Storage
    Secure & centralized file storage
    Banking
    Complete cash visibility
    Forecasting
    Forecast and plan with accuracy
    Investments
    Unify your portfolio
    Month-end Close
    Allocations
    Prepaids
    Multi-currency
    Operate globally
    Integrations
  • Solutions
    Single family offices
    Everything you need to run a family office, precisely.
    CFOs
    Gain complete clarity across your operations.
    Multi family offices
    Grow your practice with real-time insight across families.
    Controllers
    Save time and close your books faster.
    Accounting firms
  • Security
    Security center
    Learn about our approach to protecting your assets.
    Trust Center
    Our approach to compliance.
  • Resources
    Family Office resources
    View all Asseta's finance and accounting resources.
    Growth tools
    Free family office downloads.
    Articles
    Educational family office content.
    About us
    Learn more about Asseta AI
    Guides
    How-tos and resources.
    FAQ
    Learn how Asseta can help you.
    Careers
    hiring
    Learn about working at Asseta.
  • Pricing
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Resource center

Renewable Energy

Find the latest resources and guides on renewable energy.

Building a chart of accounts for your business

How to build a powerful chart of accounts.

Guides
June 12, 2024

Why 75% of ERP Upgrades Fail

Why and how to avoid ERP failures for Family Offices.

Articles
May 24, 2024

Navigating inter-company transactions for Family Offices

How to automate intercompany activity with Asseta

Guides
May 14, 2024

Navigating multi-entity real estate accounting with Asseta AI

How to navigate the challenges of traditional accounting software.

Articles
April 24, 2024

Resource: 6 ways QuickBooks is holding your family office back

CFOs, Accountants and Controllers believe these 6 reasons why QuickBooks is throttling your potential.

Guides
January 25, 2024
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  • Platform

    • Platform overview
    • General Ledger
    • Reporting & Dashboards
    • Accounts Payable
    • FP&A
    • Banking & Cashflow
    • Dynamic Allocations
    • Multi-currency
    • Integrations
  • Solutions

    • Solutions overview
    • Single family offices
    • Multi family offices
    • CFOs
    • Controllers
    • Accounting firms
    • Technology & operations
  • Resources

      • Security Center
      • Resource center
      • Whitepapers
      • Articles
      • Budget & Expense TrackerFamily Office Chart of AccountsMission Statement GeneratorFAQ
    • Company

        • About Asseta
        • Careers
        • Contact
        • Terms of service
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