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What is Asseta?

Asseta is a holistic, AI-powered platform designed to streamline the financial management processes of family offices, enabling them to manage their wealth and accounting functions with clarity and effectiveness. It provides robust tools for tracking investments, cash flow, multi-currency transactions, and complex ownership structures, along with real-time insights and tailored reporting features. By seamlessly integrating with various platforms, such as QuickBooks, Bill, and Ramp, Asseta allows users to consolidate data into a cohesive system. Furthermore, the platform automates essential financial tasks, including allocations, bill payments, and month-end closings, reducing manual effort. With scalability as a key feature, Asseta not only optimizes financial operations for family offices but also enhances visibility across multiple entities and currencies worldwide, supporting more informed decision-making. This all-inclusive strategy empowers family offices to concentrate on long-term strategies rather than getting bogged down by administrative tasks, ultimately fostering a more proactive approach to wealth management. By prioritizing efficiency and transparency, Asseta positions itself as an indispensable tool for modern financial stewardship.

What is AccountBerry?

Discover an exceptionally user-friendly interface that improves your workflow while retaining a sense of familiarity. You can be confident that obstacles will not impede your progress, as we provide EPVs to support you with any transaction entries. Our automated year-end closing wizard simplifies the closing process, making it a breeze. Improve transaction organization by creating specific categories for departments or projects, which allows for precise filtering. Transferring company plans and ownership is just a few clicks away, ensuring ease of use. Importing or exporting your data in CSV format can be done effortlessly, without the need for complex conversions. We aim to optimize business processes, enabling users to save valuable time on tasks while keeping essential insights at their fingertips. We take great pride in being the most delightful accounting software available. Ultimately, the blend of simplicity and powerful features in our accounting platform offers an unparalleled user experience. Enjoy seamless management of year-end closings and the effortless transfer of company subscription ownership, all tailored to meet your specific requirements. With these tools at your disposal, you can focus on what truly matters in your business.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero

Integrations Supported

Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$32 per month
Free Trial Offered?
Free Version

Pricing Information

$5.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Asseta.ai

Date Founded

2023

Company Location

United States

Company Website

www.asseta.ai/

Company Facts

Organization Name

Coquinteractive

Date Founded

2018

Company Location

Puerto Rico

Company Website

www.accountberry.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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