Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
SFM operates in a multi-user, multi-company, and multi-currency framework, featuring comprehensive financial and management reporting functionalities. Its architecture prioritizes data accessibility, enabling users to retrieve information without delays. Additionally, SFM boasts a competitive advantage with its lower total cost of ownership compared to other systems with similar features. In addition, Shireburn has introduced Cloud hosting services for SFM, which enhances security and allows users to access their data from anywhere at any time. The platform offers extensive capabilities tailored to meet the accounting requirements of small to medium-sized enterprises. Users can drill down and navigate through data to obtain more granular insights. Furthermore, SFM includes robust access controls, thorough auditing, and security measures to safeguard your business information. It is important to note that SFM is developed, maintained, and supported locally by Shireburn, ensuring that users receive dedicated assistance and updates. This local support helps foster a strong connection between the software and its user base.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Amazon Web Services (AWS)
Yes
Google Sheets
Yes
Gusto
Yes
QuickBooks Online
Yes
RUN Powered by ADP
Yes
Ramp
Yes
Slack
Yes
Stripe
Yes
Xero
Yes
Integrations
Amazon Web Services (AWS)
No
Google Sheets
No
Gusto
No
QuickBooks Online
No
RUN Powered by ADP
No
Ramp
No
Slack
No
Stripe
No
Xero
No
Pricing Details
$32 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Asseta.ai
Founded
2023
Country
United States
Website
www.asseta.ai/
Vendor Details
Company Name
Shireburn Software
Founded
1983
Country
Malta
Website
www.shireburn.com/products-services/shireburn-business-suite/finance/
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
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
Yes
General Ledger
Yes
Government
No
Multi-Currency
Yes
Nonprofits
No
Payroll Management
Yes
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes
Financial Management
Budgeting & Forecasting
Yes
Cash Management
No
Consolidation / Roll-Up
No
Currency Management
Yes
Financial Reporting
Yes
Investment Management
No
Project Management
Yes
Revenue Recognition
No
Risk Management
No
Tax Management
Yes