Discover the leading SaaS software comparison site

Each month we help +100k companies to find efficient online tools

Carta Review

Carta OUR SCORE 90%
starting price By quote
our score 90%
free trial
  1. What is Carta
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Carta?

Carta is an AI-driven financial reporting software that simplifies equity transactions through the seamless organization of valuations, cap tables, equity plans, and investments in a cloud-based platform. It’s ideal for private companies that want to wisely manage their equity, lawyers who want to boost their compliance check workflow, and investors who need safekeeping, fund administration, portfolio insights, and ASC 820. Carta is a highly advanced financial reporting software that can make it easier for you to know the status of every single transaction in just a click. It has a powerful dashboard that allows you to track real-time assets and money flow. Ready tools for scenario modeling are available as well. Through its provided platform, you can even issue electronic securities to stakeholders. Apart from the ready-valuations that it offers, Carta also dedicates a team of expert analysts to help you come up with a timely and accurate ASC 820.

Product Quality Score

Ease of use
Customer support
Value for money

Carta features

Main features of Carta are:

  • Financial Analytics
  • Cap Table Management
  • Transfer Agent
  • Fund Administration
  • Audit Tools
  • 409A Valuations
  • Electronic Securities
  • Portfolio Dashboard
  • Liquidation
  • One-off Transactions
  • Tender Offers
  • Stock Buybacks
  • Scenario Modeling
  • Sensitivity Analysis
  • Breakpoint Analysis
  • Payout Analysis
  • Dilution Modeling
  • ASC 820
  • Automated Reporting

Carta Benefits


The main benefits of Carta are 24/7 support, improved workflow, personalized service, ease of use, and accuracy.

24/7 Supported

Carta offers immediate support to all its users. Users have the security of knowing that all their concerns and questions will be answered immediately. As financial transactions can get tricky, Carta offers support in numerous ways via email, phone, tickets, and even live support.

Improved Workflow

Carta users will experience a significant improvement in their workflow as using it will remove the need of having to prepare spreadsheets. All transactions are recorded in real-time and can be accessed anytime anywhere. Hence, all processes are updated while lags and delays are effectively prevented.

Personalized Services

Carta users feel total ease in handling their financial concerns for all are provided with a dedicated fund administrator that can handle and manage all concerns. Apart from a fund administrator, a team of expert analysts is also provided to all Carta users.

Ease of Use

Carta has a clean interface that is very simple to understand. It has a design that does not overwhelm laymen who are just venturing into stocks and equity management.


Through the use of advanced AI and guidance of in-house financial experts, all Carta users enjoy accurate records and modeling of all transactions. Making room for a tender offer is always easy as all records can be accessed and summarized in an instant. With finance management being a crucial aspect for your business, it’s also essential to compare accounting systems reviews compilation to gather information of different tools.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

Carta Integrations

The following Carta integrations are currently offered by the vendor:

No information is available.


Customer Support


Pricing Plans

Carta pricing is available in the following plans:

Free trial
Contact vendor
Contact vendor
Contact vendor