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Announcing the Asseta MCP for Family Offices
June 23, 2026

Announcing the Asseta MCP for Family Offices

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    Upgrade your family office
    Unified accounting, investment tracking, entity management, and reporting—purpose-built for family offices.

    Introducing the Asseta MCP. Your financials and AI, finally connected. Asseta can now link your financial operations to the AI you already work in, with one principle that remains constant: nothing posts to your books until you approve it.


    The Asseta MCP connects your Asseta financial operations to the AI environment your team already uses. Built on the Model Context Protocol, an open standard for connecting AI assistants to the systems they work with, it lets you do real financial work in plain language. A prompt is all it takes.

    You ask. Asseta does the work. You approve.

    What you can do with it

    The Asseta MCP turns plain-language requests into real financial work. A few of the things it handles today:

    Create journal entries
    Ask Asseta to record a transaction and it drafts a balanced entry, confirms the correct entity, and waits for your approval before anything posts.
    Post in bulk
    Need to record hundreds of entries at once? Upload a file and they flow through in seconds, still gated by your review.
    Manage accounts payable
    Ask which invoices are pending your approval, or request a full payables aging report for the quarter, assembled on demand.
    Build live reporting
    Ask for a twelve-month liquidity forecast and Asseta builds a living dashboard from your own activity, ready whenever your team returns to it.

    From a single entry to your entire close, the work that used to consume your month happens in a conversation.

    One principle remains constant

    Nothing posts to your books until you approve it. The model drafts. You decide. Every journal entry, every batch upload, every posting passes through your approval before it touches your books. We could have built Asseta to move faster, to act on its own. We chose to build it to be trusted, because in this industry trust is what lasts.

    "We could have built Asseta to move faster, to act on its own. We chose to build it to be trusted. The model drafts, you decide, and that line never moves."

    Dean Palmiter, Chief Executive Officer and Co-Founder, Asseta

    Why this sets Asseta apart

    Most software has responded to artificial intelligence by adding a chat box. The Asseta MCP is something different. This is not finance software with AI added. This is your financial operation, answering to you. That distinction, between a tool that answers and a system that does the work under your control, is the line we have built our company on. It is also why Asseta holds a SOC 2 Type II certification: the standards that govern serious money are the standards we hold ourselves to.

    Our commitment going forward

    This is the beginning of how finance will be run, not the end. We will keep expanding what you can ask of Asseta, and we will keep the same principle fixed at the center of all of it. You stay in control.

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