Effortlessly
Embedded
SMB
Accounting
Deliver a complete accounting solution for your SMB clients directly on your platform. Asset gives your customers a permanent home for their finances (and new revenue opportunities for your platform).
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Start growing your fintech business. Fast.
Help SMB owners reach tax-compliance without the work. Then, become the single source of truth for their financial operations. Embedded accounting with Asset is the key to unlocking your platform’s fintech potential.
Deliver peace of mind that SMBs can’t find anywhere else.
Start offering direct or embedded accounting seamlessly with your existing financial suite to drive adoption, accelerate upselling, and boost LTV.
Full-Service Accounting
Solve SMB accounting.
Deliver a stage-appropriate accounting solution for your SMB clients. With integrated accounting solutions ready to scale as your clients grow, you’ll give customers hours of time back each month.
Financial Agents
Deliver expert AI agents.
Start building SMB-specific AI co-pilots and agents ready to tackle admin tasks for busy owners. Grounded in your customers’ data, you’ll deliver personalized value that owners can depend on for the long-term.
Consolidated Financials
Gain actionable insights.
With a consolidated view of every customers’ finances, you’ll unlock powerful insights that can reduce churn, maximize upselling, and accelerate growth.
Tailored for specific SMB needs.
Asset delivers a flexible accounting solution ready to support your vertical SaaS clients. Specifically built for SMBs of 1-15 people.
Effortlessly embedded.
Instantly adopted.
With flexible implementation options and dedicated support, you can start selling accounting and boosting product-wide adoption in days (and not months).
Build accounting on your terms.
Your platform, your solution. Asset offers two flexible paths for integrating accounting onto your platform.
White Label Accounting
Leverage Asset’s standalone web app to deliver white labelled accounting to your clients. Fast to implement with minimal-risk, direct is the most common “first step” for the majority of platforms we support.
Embedded Accounting
Our embedded path empowers your team to build a tailored solution using modular components and our SMB-focused Accounting APIs. Endlessly customizable, fully embedded accounting frees your team to build a solution that maps perfectly to the specific needs of your SMB customers.
Want to learn more?
Who is behind Asset?
Asset is founded and operated by a small team with extensive experience building accounting products for SMBs and vertical SaaS platforms. We are venture-backed and focused solely on embedded accounting for vertical SaaS and fintech.
What can I build with Asset?
Anything from a lightweight P&L widget to a complete bookkeeping and accounting suite. Because the ledger and categorization engine are modular and API-first, you expose only what fits your product. You can also layer on AI agents that tap into the clean, structured financial data.
Can I white-label Asset and keep my brand front and center?
Yes. Our hosted web app can be lightly branded to match your look and feel, and if you choose the Embedded path you control every pixel of the customer experience. The bookkeeping service itself is fully white-labelable.
Do I have to offer full-service bookkeeping?
No. You can provide software-only tools, use your own bookkeeping team, or leverage Asset’s North-America-based bookkeeping service. Mix and match by SMB segment.
How long does it take to integrate Asset?
Direct (hosted): We deliver a white-label version of Asset’s web app for your brand. You can start onboarding customers in one to two days and add API or notification hooks whenever you are ready.
Embedded (in-app): Embed our APIs directly and render the experience inside your product for a fully native feel. A dedicated solutions architect partners with your team on scope, design, and QA. A focused MVP typically reaches production in two to four weeks.
Many platforms launch with Direct to validate demand, then migrate to Embedded for a seamless experience.
Does Asset integrate with or replace traditional accounting software like QuickBooks?
Asset is a full general ledger that replaces external accounting tools. By integrating Asset into your current fintech offerings, your customers will no longer have to export data into any third party platform. Your customers can even receive full-service accounting and bookkeeping support if they prefer.
How do I get data into Asset?
There are two paths: (1) direct feeds through our ingestion APIs and webhooks, and (2) pre-built connectors to financial APIs such as Plaid and Stripe, plus payroll and commerce platforms. New connectors usually go live in days.
Is the platform secure, and where is data stored?
Asset employs bank-grade encryption (TLS 1.3 in transit, AES-256 at rest) and a zero-trust architecture. Our initial SOC 2 Type II certification is in progress and expected in Q3 2025, after which we will undergo annual audits. Data is stored and processed exclusively in North-American AWS regions; we never offshore bookkeeping work or data handling. Enterprise customers can opt for single-tenant deployments for additional isolation.
Who owns the data, and can I export it?
You and your SMB customers own the data. Full ledger and document exports are available at any time via API or CSV.
What enablement support do you provide?
From day one, our Enablement team helps craft your go-to-market plan, covering positioning, pricing guidance, sales scripts, and demo environments, so you are ready to sell as soon as you go live. After launch, we stay engaged with joint success reviews, collateral updates, and ongoing training.