--- title: "Ashta.ai Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Ashta.ai Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/10042480/Ashta/" page_type: "product" language: "en" --- # Ashta.ai Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Ashta.ai ## What is Ashta.ai? Ashta.ai is a fund operations platform for private equity, venture capital, private credit, real estate, and hedge fund managers. It replaces DocuSign for subscription documents, Persona and Onfido for KYC/AML verification, and Excel commitment trackers for capital calls — in one audit-ready workflow. Works alongside Investran, Allvue, and FundCount without replacing them. Fund managers use Ashta.ai as a direct alternative to Juniper Square, Carta, Allvue, and Dynamo when they need governed LP reporting workflows, ILPA-aligned quarterly packages, and audit-ready deliverables. Key capabilities: — LP Onboarding: 8 account types, in-line KYC/AML, sub docs generated and signed in one flow, one audit trail from soft-circle to wire — KYC/AML: Alternative to Persona and Onfido, multi-jurisdiction — Capital Calls: Waterfall automation, auto-updated on wire receipt — Investor Reporting: ILPA-aligned, validation checks, locked finals 30,000+ LPs on platform. $5B+ AUA. SOC 2 Ready. ## What is Ashta.ai used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[KYC](https://www.capterra.com/kyc-software/)[Fund Accounting](https://www.capterra.com/fund-accounting-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Ashta.ai?[Manage this product listing](https://www.g2.com/products/ashta-ai/claim_requests/new?auto=true) ## Ashta.ai Overview Updated September 2026 AI summary Ashta.ai provides fund accounting, fundraising, and KYC capabilities for small and midsize businesses seeking to manage financial operations in a cloud-based environment. It offers core accounting features alongside tools for compliance management, donor management, and real-time reporting. Notable options include AI Copilot, generative AI, customizable reports, and mobile access, supporting both daily workflows and financial analysis. ## FAQs about Ashta.ai Overview ### What company size and specific industries is Ashta.ai built for? Ashta.ai is designed for private equity, venture capital, private credit, real estate, and hedge fund managers, particularly firms handling governed LP onboarding, KYC/AML, capital calls, and ILPA-aligned investor reporting. It is best suited to investment management organizations that need structured investor and compliance workflows. Features and Usability ### What are the key features of Ashta.ai? Ashta.ai offers AI Copilot and generative AI, plus workflow management, automation, and approval process control. It also includes financial management features such as accounts payable, accounts receivable, general ledger, bank reconciliation, budgeting/forecasting, and financial reporting, along with access controls, audit trail, and third-party integrations. Integrations ### Which third-party tools and platforms does Ashta.ai integrate with? Ashta.ai integrates with over 50 third-party tools and platforms, including Gmail, Box, Calendly, Docusign, Dropbox Sign, Fireflies, AWS Systems Manager, Databricks, and FactSet. It also connects with Claude, Coinbase, Bipsync, Clarity, Dispatch, Aquila, Everysk, Flourish, and Forest. Getting Started and Support ### What training and onboarding options does Ashta.ai offer? Ashta.ai provides in-person and live online training options to help teams get started. In-person sessions support face-to-face instruction and direct interaction, while live online sessions allow remote guided training with real-time participation and question handling. Getting Started and Support ### What customer support options does Ashta.ai offer? Ashta.ai offers Email/Help Desk, Knowledge Base, Phone Support, and Chat for customer support. No reviewer feedback is available on support experience, so there is no confirmed evidence about response times, helpfulness, or common frustrations with these channels. ## Features AI summary Based on 185 Hedge Fund reviews Capterra reviewers highlight these features as the top priorities when evaluating fund accounting software: - **Income & Balance Sheet** (**65%** of reviewers rated this feature as critical) - **Donation Tracking** (**71%**) - **Real-Time Reporting** (**59%**) Ashta.ai supports **Income & Balance Sheet** and **Real-Time Reporting**, giving finance teams clear visibility into financial position and up-to-date reporting for faster decision-making. However, it does not offer **Donation Tracking**. Instead, it provides other important capabilities that reviewers also value, including **General Ledger** (**57%**) and **Bank Reconciliation** (**62%**), helping businesses maintain accurate records, verify transactions, and manage day-to-day accounting with greater confidence. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Integration Integrate with a third-party accounting system Accounts Payable Track money owed to a company's creditors/suppliers Accounts Receivable Track outstanding invoices and the money owed from clients Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Ashta.ai 66 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Automation: Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contribution Tracking: View donor contribution history, track how much money have been raised over time and measure progress - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Data Management: Searchable repository of information about clients - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Import/Export: Import and export data to and from software applications - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Duplicate Detection: Compare new data with existing records to detect duplicate entries - Electronic Payments: Electronically collect payments for goods or services - Email Reminders: Reminders sent via email - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - Forms Management: Store, manage and track all forms in a centralized location - Fund Management: Manage allocation and performance of financial assets - General Ledger: Centralized accounting record which tracks all financial transactions - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Identity Verification: Validating the identity of an individual or entity through verification of personal information or credentials - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Liveness Detection: Securely detect whether a user is a fake representation or a live human being. - Mobile Access: Access software remotely via mobile devices - Multi-Currency: Manage and handle various international currencies - Multi-Language: Manage and support multiple languages - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Forms: Create new forms and/or use ready-made online form templates - Payment Processing: Accept, record, and reconcile financial transactions - PEP Screening: The process of conducting customer due diligence for any politically exposed person (PEP) - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Scheduling: Plan availability and assign specific time slots for tasks and resources - Secure Data Storage: Securely stores data to prevent data loss or breaches - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction Monitoring: Monitor or audit historical and current transactions to analyze customer account activities - Watch List: View and track activity related to an individual, transaction, etc. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Box](https://www.capterra.com/p/148766/Box/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.