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Description
Asseta serves as an all-encompassing, AI-driven platform aimed at simplifying the financial management tasks of family offices, empowering them to oversee their wealth and accounting processes with both efficiency and transparency. It offers powerful resources for monitoring investments, cash flow, multi-currency dealings, and intricate ownership frameworks, delivering real-time analytics and personalized reporting options. Through its ability to integrate seamlessly, Asseta enables users to gather data from various platforms, including QuickBooks, Bill, and Ramp, into a singular, unified system. Additionally, the platform facilitates the automation of routine financial responsibilities, such as allocations, bill payments, and the month-end closing procedures. Designed with scalability in mind, Asseta not only enhances the efficiency of financial operations for family offices but also improves visibility across diverse entities and currencies on a global scale, thereby fostering informed decision-making. This comprehensive approach allows family offices to focus more on strategic planning and less on administrative burdens.
Description
DualEntry is #1 AI-native ERP built by and for accountants. It’s designed to scale with high-performing teams from mid-market to IPO, handling up to 40 billion transactions per business per month.
✓ Consolidate results from subsidiaries worldwide—instantly and accurately
✓ Handle 180 currencies across 240 countries with up-to-the-minute FX rates
✓ Eliminate intercompany transactions and post journals automatically
✓ Create workflows tailored to your process with detailed user permissions
✓ Get real-time visibility through role-specific dashboards
✓ Ensure compliance with SOX, SOC 2, and GDPR for audit readiness
✓ Adapt your general ledger with unlimited classifications and custom data sources
✓ Drill into multi-entity reports with live, multi-dimensional insights
✓ Connect to 13,000+ banks across more than 60 countries
✓ Plug into 200+ out-of-the-box integrations covering CRM, AP, AR, and beyond
High-performing finance teams close the books faster by automating 90% of manual tasks with DualEntry, freeing up their time to focus on strategy.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Gusto
Yes
Ramp
Yes
Stripe
Yes
Amazon Web Services (AWS)
Yes
BILL
No
BambooHR
No
Brex
No
CITI Unify
No
Deel
No
HubSpot CRM
No
Integrations
Gusto
Yes
Ramp
Yes
Stripe
Yes
Amazon Web Services (AWS)
No
BILL
Yes
BambooHR
Yes
Brex
Yes
CITI Unify
Yes
Deel
Yes
HubSpot CRM
Yes
Pricing Details
$32 per month
Free Trial
Yes
Free Version
No
Pricing Details
DualEntry offers three plans to meet different enterprises’ needs.
𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗲𝗮𝗰𝗵 𝗽𝗹𝗮𝗻’𝘀 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 𝗯𝗲𝗹𝗼𝘄:
-𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 is ideal for high-performing teams that want to stay in control and audit-ready.
-𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗣𝗹𝘂𝘀 is best for growing teams looking to scale their operations across international entities.
-𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗨𝗹𝘁𝗿𝗮 caters to larger teams preparing to go public, handling complex financial needs.
A 𝟯𝟬-𝗱𝗮𝘆 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 is included with every plan.
𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗲𝗮𝗰𝗵 𝗽𝗹𝗮𝗻’𝘀 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 𝗯𝗲𝗹𝗼𝘄:
-𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 is ideal for high-performing teams that want to stay in control and audit-ready.
-𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗣𝗹𝘂𝘀 is best for growing teams looking to scale their operations across international entities.
-𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗨𝗹𝘁𝗿𝗮 caters to larger teams preparing to go public, handling complex financial needs.
A 𝟯𝟬-𝗱𝗮𝘆 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 is included with every plan.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Asseta.ai
Founded
2023
Country
United States
Website
www.asseta.ai/
Vendor Details
Company Name
DualEntry
Founded
2024
Country
United States
Website
www.dualentry.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
Yes
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
Yes
General Ledger
Yes
Government
Yes
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
Yes
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
Yes
Cash Management
Yes
Check Writing
Yes
Duplicate Payment Alert
Yes
Fraud Detection
Yes
General Ledger Entry
Yes
Vendor Management
Yes
Accounts Receivable
ACH Payment Processing
Yes
Billing & Invoicing
Yes
Check Processing
Yes
Collections Management
Yes
Online Payment Processing
Yes
Overpayment Processing
Yes
Partial Payments
Yes
Receivables Ledger
Yes
Recurring Billing
Yes
ERP
Accounting Integration
Yes
Accounting Management
Yes
CRM
Yes
Dashboard
Yes
Distribution Management
Yes
Enterprise Asset Management
Yes
Financial Management
Yes
HR Management
Yes
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
Yes
Reporting/Analytics
Yes
Sales Management
Yes
Supply Chain Management
Yes
Warehouse Management
Yes
Fixed Asset Management
Asset Budgeting
Yes
Asset Lifecycle Management
Yes
Audit Trail
Yes
Barcoding / RFID
Yes
Depreciation Management
Yes
Disposal Management
Yes
Document Management
Yes
Inventory Tracking
Yes
Tax Management
Yes
Inventory Management
Alerts/Notifications
Yes
Barcoding / RFID
Yes
Forecasting
Yes
Inventory Optimization
Yes
Kitting
No
Manufacturing Inventory Management
Yes
Mobile Access
No
Multi-Channel Management
Yes
Product Identification
Yes
Reorder Management
Yes
Reporting/Analytics
Yes
Retail Inventory Management
Yes
Supplier Management
Yes
Warehouse Management
Yes
Order Management
Back Order Management
Yes
Catalog Management
Yes
Inventory Management
Yes
Order Entry
Yes
Order Fulfillment
Yes
Order Tracking
Yes
Recurring Orders
Yes
Returns Management
Yes
Shipping Management
Yes
Special Order Management
Yes
Recurring Billing
Customer Portal
Yes
Deferred Billing
Yes
Discount Management
Yes
Dunning Management
Yes
Invoice History
Yes
Multi-Currency
Yes
Multi-Period Recurring Billing
Yes
Payment Processing
Yes
Recurring Donations
Yes
Subscription Billing
Yes
Treasury
Cash Management
Yes
Debt Management
Yes
For Government
No
For Hedge Funds
No
Forecasting
No
Liquidity Management
Yes
Payment Management
Yes
Risk Management
Yes
