Financial Reporting for LLCs and PE

Get audit-ready reports, on demand

Simplify expense reporting for LLC interests, including profits interests units, with automated and audit-defensible ASC 718 financial reports.

Support and software trusted by over 40,000 companies

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Leverage an up-to-date cap table to generate accurate, audit-ready expense and disclosure reports.

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Pull expense reports with just a few clicks for every reporting cycle with your company’s cap table on Carta.

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Get customizable reporting parameters with a partner that adapts to the needs of your business.

Scale your financial reporting

Experience an easier way to handle ASC 718 expense and disclosure reports.

ASC 718

Say goodbye to manual, time-consuming reporting with customizable reporting parameters. Easily define the time period, select the interests you need to expense, provide fair values for each interest, and click save.


Confidently enter your next audit with accurate reports that are defended by transparent calculations and the latest ASC 718 accounting guidelines, every single time.

Frequently Asked Questions

Who can purchase Financial Reporting?

The new tool will be available as an add-on to all companies with equity plans required to do expense reporting for stock-based compensation to comply with ASC 718 accounting standards. 

Where can I learn more about pricing and plans for Financial Reporting?

If you’re a Carta customer, contact your CSM for a demo and pricing. If you’re new to Carta, learn more about pricing here .

What other products does Carta offer?

Carta offers solutions designed to support a range of  equity structures and distribution rules in LLCs and private equity-backed companies. Learn more here .

Get compliant reports, on demand