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  • CBIZ
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    Customer References 3 total
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    CBIZ provides comprehensive financial and business consulting services, including accounting, tax, benefits, and insurance solutions, tailored to meet the needs of organizations of all sizes and individual clients through a …

  • Asseta AI
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    4.8 / 5.0
    Customer References 7 total
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    Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting platform designed for family offices managing complex, multi-entity wealth. Founded in 2023 by experienced financial technology professionals, Asseta AI …

  • Patriot Software
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    4.8 / 5.0
    Customer References 290 total
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    Patriot Software provides fast, simple, and affordable accounting and payroll software. After a rough start-up experience, they know first hand what small businesses need in order to breakthrough and achieve …