Apps and integrations

Integrate Carta with the other platforms you use to run your business, and make managing equity even easier.


HR software integration

Save time

No need to enter data in multiple places, Carta integrates with other systems to streamline your work flow.

Reduce errors

With data coming directly from your integrated systems, you can be sure it’s accurate and up-to-date.

Get updates

Employee departures generate tasks in Carta, prompting you to complete the termination.


BambooHR is all-in-one HR software made for small and medium businesses and the people who work in them.

Namely is an HR solution for mid-sized companies—designed to be used by everyone, every day.


Accounting software integration

Faster 409As

Carta imports your financial statements from other platforms to provide fast and accurate valuations.

Get a holistic view

Access Carta’s data from your accounting software to get a comprehensive view of you business.

See it at a glance

Sync your financial record keeping with Carta for a complete view of your business’s financial health.


Instantly gather data for your 409A valuation, and get faster and more accurate valuations.

Export all your financial information into a single Excel report with one click.

*All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.

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.