Family office bill pay
The app enables bill pay approvals, real time cash balances and net worth reporting
Free
About
Manage your family office finances on the go. Approve bills, track asset values and historical trends, and get AI-powered answers to your financial questions. Set approval authorities at different levels for seamless operations.
✓Bill approvals with reasons
✓Entity-level approval authority
✓Real-time asset value tracking
✓Historical financial trends
✓AI-powered financial Q&A
✓Expense and asset detail
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What's New in Asseta AI
1.0.1
August 25, 2026
New features: - View a snapshot of your account balances in the new Cash balances tab. This build includes various bug fixes and enhancements.
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FAQ
What is Asseta AI?
Asseta AI is a mobile application designed to bring the operations of a family office into your pocket. It allows for bill approvals, tracking of asset values and trends, and provides AI-driven answers to financial questions.
Is Asseta AI free to use?
Yes, Asseta AI is available for free. However, an existing Asseta account is required to sign in and use the application's features.
What devices does Asseta AI support?
Asseta AI is currently supported on iPhone and iPod devices. It is designed for iOS users.
How secure is Asseta AI?
While specific security measures are not detailed, the app is built for managing sensitive family office finances, implying robust security protocols are in place. It requires an existing Asseta account for access.
Can I approve bills with Asseta AI?
Yes, a key feature of Asseta AI is the ability to approve bills from anywhere. You can also reject bills with a reason for your team to act upon.
Does Asseta AI offer insights into my assets?
Asseta AI provides real-time total asset value and historical trends for every entity. You can also view expense details by category and assets by class with a single tap.
How often is Asseta AI updated?
The latest version of Asseta AI is 1.0.1, last updated on August 25, 2026. This indicates regular updates to improve functionality and security.
What age rating does Asseta AI have?
Asseta AI has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.
