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

  • Xero Reviews & Ratings
    5,909 Ratings
    Company Website
  • Melio Reviews & Ratings
    2,211 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,506 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    8,532 Ratings
    Company Website
  • DataBuck Reviews & Ratings
    6 Ratings
    Company Website
  • Order.co Reviews & Ratings
    224 Ratings
    Company Website
  • D&B Finance Analytics Reviews & Ratings
    798 Ratings
    Company Website
  • RunMyJobs by Redwood Reviews & Ratings
    424 Ratings
    Company Website
  • SAP S/4HANA Cloud Public Edition Reviews & Ratings
    4,513 Ratings
    Company Website
  • ChatD&B Reviews & Ratings
    Company Website

What is Ledge?

Ledge is an AI-driven finance operations platform designed to help finance teams optimize and accelerate their month-end closing processes while effectively managing high-volume operational tasks. Rather than depending on spreadsheets for every cycle, Ledge's intelligent agents autonomously complete reconciliations, journal entries, cash application matches, and working papers by leveraging data from integrated bank, ERP, billing, and payment processing systems, ensuring that when your team reviews the checklist, much of the foundational work is already accomplished. The platform facilitates continuous account reconciliation, daily cash application, and offers a close checklist that operates as a smart workbench; pre-filled tasks streamline the workflow, exceptions are flagged, approvals are tracked, and audit trails link each item back to the original transactions. As a result, finance teams can shift from a hasty, last-minute scramble at month-end to a more proactive and insightful review process that is rich in context, fortified with controls, satisfying for auditors, and supportive of timely decision-making. This transformation not only boosts efficiency but also fosters a more strategic approach to finance management, ultimately enabling teams to focus on long-term financial planning and analysis. With Ledge, finance professionals can confidently manage their operations while ensuring compliance and enhancing their overall performance.

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.

Media

Media

Integrations Supported

Google Sheets
QuickBooks Online
Stripe
Xero
Adyen
Braintree
Chargebee
DocumentIQ
Evolve
Google Cloud BigQuery
JMP Statistical Software
NetSuite
RUN Powered by ADP
Ramp
Silicon Valley Bank (SVB)
Slack
Stripe Billing
Wells Fargo Business Checking
Workday HCM
Zuora

Integrations Supported

Google Sheets
QuickBooks Online
Stripe
Xero
Adyen
Braintree
Chargebee
DocumentIQ
Evolve
Google Cloud BigQuery
JMP Statistical Software
NetSuite
RUN Powered by ADP
Ramp
Silicon Valley Bank (SVB)
Slack
Stripe Billing
Wells Fargo Business Checking
Workday HCM
Zuora

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$32 per month
Free Version
Free Trial Offered?

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

Ledge

Date Founded

2022

Company Location

United States

Company Website

www.ledge.co

Company Facts

Organization Name

Asseta.ai

Date Founded

2023

Company Location

United States

Company Website

www.asseta.ai/

Categories and Features

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

Popular Alternatives

Popular Alternatives

The Archway Platform Reviews & Ratings

The Archway Platform

SEI Family Office Services