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.
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.