Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sage Intacct Reviews & Ratings
    8,791 Ratings
    Company Website
  • Xero Reviews & Ratings
    6,132 Ratings
    Company Website
  • Epicor Financials Reviews & Ratings
    Company Website
  • Gravity Software Reviews & Ratings
    45 Ratings
    Company Website
  • Soraban Reviews & Ratings
    8 Ratings
    Company Website
  • SurePayroll Reviews & Ratings
    845 Ratings
    Company Website
  • ChatD&B Reviews & Ratings
    Company Website
  • Invoice Home Reviews & Ratings
    5,713 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,729 Ratings
    Company Website
  • Monk Reviews & Ratings
    8 Ratings
    Company Website

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 Adra Analytics?

Gain deep insights by having thorough access to your financial data. Adra Analytics facilitates the discovery of opportunities for improved efficiency and quality through tailored reports and dashboards that cater to your unique needs. As your organization grows, depending on manual processes will likely prolong your closing timelines. The Adra Suite provides a way to revamp your closing operations by enhancing efficiency and instituting consistent practices, resulting in a more seamless financial workflow. By adopting these tools, you not only simplify processes but also enable your business to make informed, data-driven decisions with assurance. This shift towards modernization can significantly enhance your overall operational effectiveness.

Media

Media

Integrations Supported

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

Integrations Supported

Adra Suite
Trintech

API Availability

Has API

API Availability

Pricing Information

$32 per month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Online 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

Trintech

Date Founded

1989

Company Location

United Kingdom

Company Website

www.trintech.com/adra/suite/adra-analytics/

Categories and Features

Accounting

Not specified

AI Accounting

Not specified

AI Finance

Not specified

Family Office

Not specified

Financial Close

Not specified

General Ledger

Not specified

Wealth Management

Not specified

Categories and Features

Accounting

Bank Reconciliation
Billing & Invoicing
Cash Management
Nonprofits
Purchase Orders

Financial Close

Not specified

Popular Alternatives

Popular Alternatives

SkyStem ART Reviews & Ratings

SkyStem ART

SkyStem
The Archway Platform Reviews & Ratings

The Archway Platform

SEI Family Office Services
Adra Suite Reviews & Ratings

Adra Suite

Trintech