Carta
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Cap table
- Electronic securities
- Electronic exercising
- Stakeholder management
- Transaction auto-update cap tables
- Standard 409A valuation and refreshes for material events
- 409A audit support and valuation
- ISO disqualification check
- Account audit reports
- Form 3921
- ASC 718 Expense Accounting
- Rule 701 management
- Equity reports
- Waterfall modelling
- Breakpoints
- Sensitivity analysis
- Payouts
- Financing round modelling
- Financial transactions
- Board management tools
- Platform for investors, employees, board members, and law firms
- Tender offer platform and programs
- Tender offer account manager
- Dedicated support
- Relationship manager
- Equity administration
- Opt-in Beta program
Pricing Info
Pricing Info
Carta offers three plans, prices of which still vary depending on your company’s products and services, cap complexity, and stakeholders. For details, contact the vendor and get a quote.
Starter
- Cap tables
- Electronic securities
- Electronic exercising
- Stakeholder management
- Transactions auto-update cap table
- Standard 409A
- Standard 409A refreshers for material events
- 409A audit support
- Complex 409A valuation (add-on)
- ISO disqualification checks
- Account audit reports
- Capitalization report with drafts
- Equity plan balance report
- Rule 701 analysis worksheet
- Investor audit-confirmation service
- Exercise reports
- Option exercises
- Repurchases
- Stock transfers
- Permissions- internal and external
- Grant cap table access
- Option grant and exercise approvals
- Board approvals
- Board member platform
- Employee platform
- Investor platform
- Law firm platform
Growth
- Cap tables
- Electronic securities
- Electronic exercising
- Stakeholder management
- Transactions auto-update cap table
- Standard 409A
- Standard 409A refreshers for material events
- 409A audit support
- Complex 409A valuation (add-on)
- ISO disqualification checks
- Account audit reports
- Form 3921
- Capitalization report with drafts
- Equity plan balance report
- Rule 701 analysis worksheet
- Investor audit-confirmation service
- Exercise reports
- Custom reporting service (add-on)
- Option exercises
- Repurchases
- Stock transfers
- Permissions- internal and external
- Grant cap table access
- Option grant and exercise approvals
- Board approvals
- Board management
- Board member platform
- Employee platform
- Investor platform
- Law firm platform
- Opt-in beta program
- Equity admin team (add-on)
Enterprise
- Cap tables
- Electronic securities
- Electronic exercising
- Stakeholder management
- Transactions auto-update cap table
- Standard 409A
- Standard 409A refreshers for material events
- 409A audit support
- Complex 409A valuation (add-on)
- ISO disqualification checks
- Account audit reports
- Form 3921
- ASC 718 Expense Accounting
- Rule 701 management
- Capitalization report with drafts
- Equity plan balance report
- Rule 701 analysis worksheet
- Investor audit-confirmation service
- Exercise reports
- Custom reporting service (add-on)
- Option exercises
- Repurchases
- Stock transfers
- Tender offers (add-on)
- Tender offer platform and programs (add-on)
- Tender offer account manager (add-on)
- Permissions- internal and external
- Grant cap table access
- Option grant and exercise approvals
- Board approvals
Board management - Board member platform
- Employee platform
- Investor platform
- Law firm platform
- Dedicated, priority support
- Opt-in beta program
- Equity admin team (add-on)
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
USV, Menlo, SOCIALCAPITAL
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Enjoy seamless management of equities through Carta’s comprehensive suit of tools for equity management.
Company Email
PRESS@CARTA.COM
Contact No.
Company's Address
195 Page Mill Road
Suite 101, Palo Alto, CA 94306
USA
Carta Comparisons
Popular Carta Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Digital Approvals (Desktop & Mobile)
- Automated Workflows
- Electronic Payments (Accounts Payable & Accounts Receivable)
- International Payments (Multiple Currencies Available)
- Check Payments
- CRA Remittance Payments (Canada Only)
- Xero Integration (Two-way Sync, Instant Reconciliation)
- QuickBooks Integration (Two-Way Sync, Instant Reconciliation)
- Fraud Detection
- Audit Trails and Record-Keeping
Pricing Info
Plooto offers various SMB and enterprise pricing options and a 30-day free trial of any plan. Accountants and bookkeepers can get free or discounted plans by contacting the vendor.
For Businesses
Grow – C$32/month
- Automatic two-way sync with Xero and Quickbooks
- Streamline invoice processing with Plooto Capture (OCR)
- Set custom approval workflows with unlimited approvers
- Work with unlimited accountant users
- Conduct unlimited domestic transactions per month ($0.5 each)
- Send international payments with competitive exchange rates
- Accept payments with Pre-Authorized Debits (PAD) and credit card
Pro – By quote
- Everything in Grow +
- Automatic two-way sync with Netsuite
- Implement dual controls on user actions
- Manage user access with single sign-on (SSO)
- Access priority customer support
For Accounting Firms
Go – C$9/month
- Automatic two-way sync with Xero and Quickbooks
- Streamline invoice processing with Plooto Capture (OCR)
- Set basic approval workflows with 1 approver
- Work with 1 accountant user
- Conduct 5 domestic transactions per month ($1 each)
- Send international payments with competitive exchange rates
- Accept payments with Pre-Authorized Debits (PAD) and credit card
Grow – C$32/month
- Everything in Go +
- Set custom approval workflows with unlimited approvers
- Work with unlimited accountant users
- Conduct unlimited domestic transactions per month (C$0.5 each)
Pro – By quote
- Everything in Grow +
- Automatic two-way sync with Netsuite
- Implement dual controls on user actions
- Manage user access with single sign-on (SSO)
- Access priority customer support
Integrations
-
NetSuite
-
QuickBooks
-
QuickBooks Online
-
Xero
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An online payment system that allows businesses and freelancers to streamline and automate the way they send and collect payments. Plooto is fully cloud-based, integrates with leading accounting platforms like Quickbooks and Xero, and can process payments even if the customer doesn’t have a Plooto account. With just an email address, payments are directly and securely transferred to and from your bank account.
Company Email
sales@plooto.com
Contact No.
Company's Address
325 Front St. W., 4th Floor
Toronto, ON M5V 2Y1
Canada
Plooto Comparisons
Popular Plooto Alternatives
In case you are still having second thoughts about which service will perform best in your case it may be a good idea to take a look at each service’s social metrics. These metrics are usually a way to see how popular each software is and how extensive is its online presence.For instance, if you analyze Carta LinkedIn page you’ll find out that they are followed by 7044 people. In case of Plooto the number of followers on their LinkedIn page is 1188.
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