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.

Share financials with investors

Companies with connected financials have the ability share their financials with select investors, taking the hassle out of providing quarterly or monthly updates.

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’s Rule 701 and what’s recently changed?

Learn more about Rule 701, recent updates, and how to stay compliant at your company. Everything from the history of Rule 701 to the most recent changes.

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.

Equity 101 – Equity Basics for Founders

Learn the basics of equity, how to distribute equity to early employees, and what a cap table is

eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 195 Page Mill Road, Suite 101, Palo Alto, CA 94306.

© 2018 ESHARES, INC. DBA CARTA, INC.