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Carta

accounting and finance > Stock Trading & FX Software

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Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions. Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 21,000+ companies, 1.5M+ unique stakeholders, and have valued over $1.8T in private assets.

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App Pricing Page

Launch	<ul> <li>Cap table & ESOP management</li> <li>Electronic securities</li> <li>Shareholder portal</li> <li>Scenario modeling</li> </ul>	Custom	Other
Paid	<ul> <li>ESOP valuations</li> <li>Investor updates</li> <li>Dedicated onboarding support</li> </ul>	Custom	Other
CartaX	<ul> <li>Listing on CartaX</li> <li>Regular liquidity</li> <li>Competitive transaction fees</li> </ul>	Custom	Other

This app has yearly payment discounts available.

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Customer Questions

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Carta

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Launch

<ul> <li>Cap table & ESOP management</li> <li>Electronic securities</li> <li>Shareholder portal</li> <li>Scenario modeling</li> </ul>

Custom

Other
Paid

<ul> <li>ESOP valuations</li> <li>Investor updates</li> <li>Dedicated onboarding support</li> </ul>

Custom

Other
CartaX

<ul> <li>Listing on CartaX</li> <li>Regular liquidity</li> <li>Competitive transaction fees</li> </ul>

Custom

Other

Beanworks AP

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Beansprout

<ul> <li>Automated central inbox</li> <li>Payment approvals</li> <li>Cloud storage</li> </ul>

Custom

Other
Purchase orders

<ul> <li>Automated invoice-PO match</li> <li>Blanket POs</li> <li>Purchase requisitions</li> </ul>

Custom

Other
Invoices

<ul> <li>Unlimited users</li> <li>Unlimited storage</li> <li>Approval channel delegation</li> </ul>

Custom

Other
Payments

<ul> <li>Payment ageing report</li> <li>Automatic remittance notifications</li> <li>Check, ACH, EFT, VCC, wires, forex available</li> </ul>

Custom

Other
Expenses

<ul> <li>Category mapping</li> <li>Mobile app</li> <li>Unlimited receipts</li> </ul>

Custom

Other

Fyle

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Standard

<ul> <li>Unlimited receipt scanning with automated data extraction</li> <li>Unlimited expense tracking and reporting from Gmail, Outlook, mobile app, Slack, phone gallery, mileage and Per Diem</li> <li>Personal card management</li> <li>Universal statement parser to import statements for reconciliations</li> </ul>

6.99

Month
Business

<ul> <li>Corporate card management including automatic reconciliations, bank feed setup and multiple card program management</li> <li>Multi-org, multi-stage and policy-driven approvals</li> <li>Detect fraud, duplicates, weekend and holiday expenses</li> <li>Actionable insights around spending patterns, employee behaviour, finance operations, risks and much more</li> </ul>

11.99

Month
Enterprise

<ul> <li>IP whitelisting of admin accounts</li> <li>Single sign-on (SSO) with AD and Okta</li> <li>Branded account and emails</li> <li>Dedicated Enterprise Account Manager</li> </ul>

Custom

Other

Botkeeper

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Client Entity Fee

<ul> <li>Transaction Categorizations & Coding</li> <li>Bank and Credit Card Reconciliations </li> <li>Payroll Journal Entries</li> <li>Standard Income Statement, Balance Sheet, & Statement of Cash Flow</li> </ul>

55.00

Month
Platform & Tools

<ul> <li>Client Management Solution</li> <li>Task Management</li> <li>Transaction & Statement Fetching</li> <li>Receipt & Bill Capture</li> </ul>

1000.00

Month

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