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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

Get Carta

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

Quickbooks

Get Quickbooks

Simple Start

<ul> <li>Income and expenses</li> <li>Invoice and payments</li> <li>Tax deductions</li> <li>General reports</li> </ul>

21.00

Month
Essentials

<ul> <li>Enhanced reports</li> <li>Receipt capture</li> <li>Mileage tracking</li> <li>Cash flow</li> </ul>

38.00

Month
Plus

<ul> <li>Comprehensive reports</li> <li>Sales and sales tax</li> <li>Estimates</li> <li>Contractors</li> </ul>

59.00

Month
Advanced

<ul> <li>Powerful reports</li> <li>Includes more than 5 users</li> <li>Bill management</li> <li>Business analytics with Excel</li> </ul>

140.00

Month

FreshBooks

Get FreshBooks

Lite

<ul> <li>Send unlimited invoices to up to 5 clients</li> <li>Track unlimited expenses</li> <li>Send unlimited estimates</li> <li>Get paid with credit cards and bank transfers</li> </ul>

4.50

Month
Plus

<ul> <li>Send unlimited invoices to up to 50 clients</li> <li>Automatically track expenses</li> <li>Automatically capture receipt data</li> <li>Send unlimited estimates and proposals</li> </ul>

7.50

Month
Premium

<ul> <li>Send unlimited invoices to an unlimited amount of clients</li> <li>Track Bills, Bill Payments & Vendors with Accounts Payable</li> <li>Track project profitability</li> <li>Customize email templates with dynamic fields</li> </ul>

15.00

Month
Select

<ul> <li>Access to lower credit card transaction rates and capped ACH fees</li> <li>Start with 2 team member accounts</li> <li>Get a dedicated account manager</li> <li>Get help migrating from other software</li> </ul>

Custom

Other

FreshBooks

Get FreshBooks

Lite

<ul> <li>Send unlimited invoices to up to 5 clients</li> <li>Track unlimited expenses</li> <li>Send unlimited estimates</li> <li>Get paid with credit cards and bank transfers</li> </ul>

4.50

Month
Plus

<ul> <li>Send unlimited invoices to up to 50 clients</li> <li>Automatically track expenses</li> <li>Automatically capture receipt data</li> <li>Send unlimited estimates and proposals</li> </ul>

7.50

Month
Premium

<ul> <li>Send unlimited invoices to an unlimited amount of clients</li> <li>Track Bills, Bill Payments & Vendors with Accounts Payable</li> <li>Track project profitability</li> <li>Customize email templates with dynamic fields</li> </ul>

15.00

Month
Select

<ul> <li>Access to lower credit card transaction rates and capped ACH fees</li> <li>Start with 2 team member accounts</li> <li>Get a dedicated account manager</li> <li>Get help migrating from other software</li> </ul>

Custom

Other

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