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Asseta AI

Asseta AI provides financial management tools for family offices and investments

Overview

Asseta AI provides financial management tools for family offices and investments. The job it does: recording transactions, reconciling banks and producing financial statements.

It makes the most sense for small businesses and their accountants. Related areas on their profile: Accounting, Artificial Intelligence (AI), Finance, Financial Services and FinTech.

Asseta AI is based in New York, New York and around since 2023. Their site is asseta.ai.

Things worth asking about: bank feeds, multi-entity support, and accountant access. Ask for a trial on your own data, not a canned demo.

The facts above come from public company records. The score will come from people like you. Used Asseta AI? Rate it.

Key features

Key features
Accounting
Artificial Intelligence (AI)
Finance
Financial Services

Company

Vendor / company
Asseta AI
Founded (year)
2023
Headquarters
New York, New York

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