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
Accurate
Leverage an up-to-date cap table to generate accurate, audit-ready expense and disclosure reports.
Efficient
Pull expense reports with just a few clicks for every reporting cycle with your company’s cap table on Carta.
Flexible
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.
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 .