Carta
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Automated mass payouts
- Real-time payout monitoring
- Foreign exchange tracking
- Instant payouts (Eurozone and UK only)
- Email notifications of payments
- Customized approval workflows
- One-platform reconciliation
- Available in over 200 countries and regions
- Tax form collection
- Tax reporting
- IRS tax compliance
- 256-bit data encryption
- Automated withholding calculations
- Built-in fraud screening
- Risk mitigation
- Bank account validation
- Returned payment handling
- Recipient widget
- White-labeled onboarding portal
- AML watchlist screening
- Bank-level security
- Two-factor authentication
Pricing Info
Pricing Info
Trolley is available in three paid pricing plans: Grow, Platform, and Enterprise. Below are more information on how much each plan costs and what they include.
Grow Plan – $49/month
- Unlimited Users
- Unlimited Recipients
- Unlimited Payments
- Phone, Email and Live chat Support
- Recipient Portal & Widget
- CSV file uploads
- Notifications (email, text, Slack)
- Reporting
- Bank Account Validation
- Send PayPal Payouts
- Low FX Rates to 135+ currencies
- White-Label email notifications to recipients
- AML & Compliance watchlist screening
- White-label email requests for missing recipient data
- REST API Access
- Zapier integrations
Platform Plan – $199/month
- All Grow Plan features, plus:
- Multiple currency balances
- W9/W8 Tax Form Collection
- 1099-MISC and 1042-S End of Year Tax Statements & E-FILE generation
Enterprise – custom pricing
- All Grow and Platform Plan features
Trolley also offers per-transaction pricing to businesses that make more than 500 payments or send more than $100,000 in foreign exchange each month.
For bank transfers, Trolley offers the following pricing structure:
- To Europe EUR (local SEPA transfer) – 1.00
- To United Kingdom GBP (local Faster Payments transfer) – 1.00
- To 35+ other major countries (local bank transfer) – 4.00
- All other countries (Swift bank wire) – 10.00
Integrations
Integrations
Trolley integrates with a wide variety of third-party software for accounting, CRM, productivity, and email and messaging. These apps include:
- Xero
- Quickbooks
- SendGrid
- Twilio
- Shopify
- Asana
- Trello
- Salesforce
- Zendesk
- Todoist
- Google Sheets
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Faber Technologies, Stargazer, UNItiques Inc.
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
Designed to automate payouts and payment tracking, improve the collection of recipients’ tax and bank information, and reduce the risk of fraud. The platform also simplifies tax collection for businesses through automated tax report generation and withholding calculations. Aside from a white-label portal, Trolley also comes with a Recipient Widget for collecting recipients’ bank account details.
Company Email
Contact No.
Company's Address
1100 Atwater Ave,
Suite 4300 Westmount,
Quebec H3Z 2Y4
Canada
Trolley Comparisons
Popular Trolley Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
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
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)
Integrations
No information as to specific integrations.
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
Contact No.
Company's Address
195 Page Mill Road
Suite 101, Palo Alto, CA 94306
USA
Carta Comparisons
Popular Carta Alternatives
In the event you continue having doubts about which app will work best in your case it may be a sound idea to examine each service’s social metrics. These metrics are frequently a way to see how popular each product is and how large is its online presence.For example, if you check Trolley LinkedIn page you’ll find out that they are followed by 3370 users. In case of Carta the volume of followers on their LinkedIn page is 7044.
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