TECHNOLOGY PARTNERS

Apps and integrations

Carta integrates with finance and HR platforms to make managing equity easier.

TECHNOLOGY PARTNERS

How do Carta integrations help you manage equity?


Faster 409As

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

Get a holistic view

Carta’s data is available in some accounting and HR software, so you can get a comprehensive view of your business.

See it at a glance

When you integrate your financial record keeping with Carta, you get a complete view of the financial health of your business

TECHNOLOGY PARTNERS

Our Partners

Export financial data

Carta integrates with QuickBooks so you can export all your financial information into a single Excel report with one click.

See equity information with your 401k

Betterment allows your employees to see their 401k and option grants in one place and plan effectively for retirement.

Connect your financials to Carta

Connecting Xero lets you do more with Carta. When you connect accounts, gathering data for your 409A valuation happens instantly, giving you faster and more accurate valuations.

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.

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