Asset is a white-label accounting platform for software companies, fintechs, and banks. Offer accounting to your business customers through our hosted app, embedded components, and APIs—with managed bookkeeping for customers who want tax-ready financials handled for them.
Anything from an embedded profit-and-loss report to a complete accounting experience. You can offer self-serve bookkeeping, add managed bookkeeping, or use Asset’s financial data to power your own agents and workflows. Start with the capabilities your customers need and expand from there.
Asset gives agents an accounting foundation: a structured ledger, transaction categorization, documents, and financial reports accessible through APIs. Your team can use it to build agents that answer financial questions, explain changes in cash flow, or flag unusual activity. You control the agent experience and its permissions.
Asset supports businesses in the United States and Canada, from sole proprietors to larger businesses with industry-specific needs. Our ready-to-use tools cover everyday bookkeeping and reporting, while our APIs let platforms build tailored accounting experiences and workflows for the businesses they serve.
Use our hosted app with your branding, embed our React components, or build your own interface with our APIs. The hosted app requires less engineering; components and APIs give you more control over the experience. Managed bookkeeping can also be delivered under your brand.
Yes. Start with a defined customer group and a focused offering, such as managed bookkeeping or financial reporting. A pilot lets you test demand and learn what customers value before expanding.
Our branded hosted app is the fastest starting point because you don’t need to build an accounting interface. Embedded and custom implementations require more engineering. We’ll estimate your launch timeline based on the data connections, authentication, migration, and security reviews you need.
Yes. Asset has its own general ledger and replaces QuickBooks as the accounting system behind your customer offering. Customers can manage their books and access financial reports through your branded experience, with managed bookkeeping available for those who want it handled for them.
Asset accepts data from your platform through APIs, connects to bank accounts through providers such as Plaid, and processes uploaded receipts and bank statements. Connector coverage and available history depend on the source. See our API documentation or talk to us about the systems your customers use.
No. Customers can manage their own books, work with their existing accountant, or use your bookkeeping team. You can also offer Asset’s managed bookkeeping service. Different customer groups can use different models.
We offer ongoing and catch-up bookkeeping to deliver tax-ready financials for your customers. We handle transaction categorization, reconciliation, and financial statement preparation; customers provide supporting documents and business context. Tax preparation and filing are not included unless expressly agreed.
Asset uses AI and automation to categorize transactions, process documents, and support reconciliation. Some workflows apply changes automatically; others request information or review. Business owners and bookkeepers provide context, resolve exceptions, and review the books. The level of automation depends on the workflow and configuration.
Pricing depends on the capabilities you need, the number of businesses using Asset, and the implementation scope. Your proposal identifies software fees, managed bookkeeping costs, and any custom implementation charges so you can understand the economics of your offering.
Asset has completed a SOC 2 Type II audit, with the report available under NDA. Customer data is stored in the United States, encrypted in transit and at rest, and protected by role-based access controls. Visit our trust centre for security-review materials.
You and your customers retain your rights in the data you provide. Through Asset’s APIs, you can retrieve transaction and ledger data, access financial reports, and download uploaded documents. We’ll confirm any specific export formats or migration requirements you need.
We help you implement Asset and bring your offering to market. Support includes integration guidance and launch readiness, alongside enablement on positioning, pricing, sales materials, and demos. After launch, we help your team support customers and escalate technical or bookkeeping questions.
Looking to reduce manual work in your accounting firm or financial operations? Talk to us about the workflow you want to improve and how AI could fit into your existing systems.