Asseta AI
Asseta AI Pricing Plans
Foundational
AnnuallyTo get started
$16,000/ year
Highlights
Multi Entity General Ledger
Up to 10 entities
Consolidated reporting
Ownership chart
15,000+ bank connections
Key Features
Multi Entity General Ledger
Up to 10 entities
Consolidated reporting
Ownership chart
Banking
15,000+ bank connections
Banking reconciliation
Rules based classifications
Reporting
Dashboard builder
Custom views
Widget creator
Compliance
SOC II Type 2 compliant
Role based permissioning
Up to 3 users
Enterprise
AnnuallyTo scale
$40,000/ year
Highlights
All features of Foundational plus
Up to 50 entities
Custom report writer
Unlimited document storage
AI-powered invoice scanning
Key Features
Multi Entity General Ledger
Up to 50 entities
Consolidated reporting
Ownership chart
Banking
15,000+ bank connections
Banking reconciliation
Rules based classifications
Reporting
Dashboard builder
Custom views
Widget creator
Compliance
SOC II Type 2 compliant
Role based permissioning
Up to 3 users
Custom report writer
Unlimited document storage
AI-powered invoice scanning
Institutional
To endure for generations
Custom
Highlights
All features of Enterprise plus
Unlimited Entities
Bespoke report creation
Custom feature requests
Integrations as a service
Key Features
Multi Entity General Ledger
Up to 50 entities
Consolidated reporting
Ownership chart
Banking
15,000+ bank connections
Banking reconciliation
Rules based classifications
Reporting
Dashboard builder
Custom views
Widget creator
Compliance
SOC II Type 2 compliant
Role based permissioning
Up to 3 users
Custom report writer
Unlimited document storage
AI-powered invoice scanning
Unlimited Entities
Bespoke report creation
Custom feature requests
Integrations
Integrations as a service
Custom build outs
Preferred partner program
Collections
Comprehensive asset catalog
Manage appraisals + insurance
Partial ownership tracking
Investments
Investments data GL flow through
Performance reporting
Investments dashboards