OptionTrax
vsPlooto
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Employee stock plan tracking
- Termination schedule customization
- Unlimited vesting schedules management
- Transactions processing
- ESPP cash contributions tracking
- Withdrawals and share purchases tracking
- Transaction reporting
- Report filtering
- Different report formats
- Ad hoc reports
- Calculation of intrinsic award values
- Disclosure requirements
- Acquisition and liquidation modeling
- Investor activities tracking
- Payout
- Acquisition & exchange management
- Multiple accounts management
- Document access and storage
Pricing Info
Pricing Info
Below are sample OptionTrax plans and the included features. Interested parties are encouraged to contact the vendor for more detailed and customized enterprise pricing.
Cap Table Management for Private Companies – Starts at $50 per month, billed annually
- Funding and capitalization reporting
- Securities and shareholder management
- Document management and storage
- Corporate action processing
Equity Plan Management for Private Companies – Starts at $200 per month, billed annually
- Real-time reporting
- Compliance monitoring
- Stakeholder communication
- Automated equity tracking
Equity Plan Management for Public Companies – Starts at $350 per month, billed annually
- Real-time reporting
- Compliance monitoring
- Stakeholder communication
- Custom award valuation
- Equity tracking
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Destination Maternity Corporation, Accuweather, Nutrisystem
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
A customizable suite of stock option plan and cap table management software designed for both private and public organizations.
Company Email
info@optiontrax.com
Contact No.
Company's Address
OptionTrax
5 Radnor Corporate Center, Suite 441
100 Matsonford Road
Radnor, PA 19087
OptionTrax Comparisons
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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
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All the data, details and opinions that we presented in this analysis were collected from official vendor sites, marketing content available online, actual experience from real clients as well as our personal direct use of each product by an expert. We put a lot of effort to extensively study every service, so we not only analyze it on our own, but we also correlate our observations with experiences of other people from the SaaS community.
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