Why companies are connecting their financials to Carta


Over 1,200 companies have connected their financial accounting systems to Carta, and hundreds more are connecting theirs each month. This post offers a brief overview of the benefits you get from connecting your financials.

A real-time financials dashboard for your company officers

Companies with connected financials can see revenue, historical burn rate, and forecasted runway. The gives Company officers a real-time picture of their company’s financial health.

Integrate with 409a requests

Companies with connected financials are able to streamline the 409A data collection process and ensure their analyst has the most up to date picture of the Company’s current and historical financial standing.

How to get started

To get started, go the “Financials and HR” section in the settings page of your Carta account. From there you will be able to connect your QuickBooks or Xero account. If you do not currently use QuickBooks or Xero, you can use our spreadsheet importer.

Related articles


What is a 409A valuation?

Learn everything you need to know about section 409A of the internal revenue code. From what is a 409A valuation to 409A methodologies and process.

Broken cap tables

Cap tables are a necessary evil for every startup founder, CEO or CFO. Excel spreadsheets are usually riddled with mistakes. Carta is changing that.

The Gap Table: Analyzing the gender gap in equity

Much has been said about the gender pay gap, but most publicly available research focuses on only one part of compensation: salary. But in startups, wealth is created through equity ownership on the cap table.

© 2019 ESHARES, INC. DBA CARTA, INC.