Carta Integrations

Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.

TriNet has been a trusted leader in providing comprehensive HR solutions tailored specifically for small and midsize businesses for over 30 years. This longevity in the market reflects deep expertise and a proven track record of helping companies streamline their human resources functions, mitigate risks, and enhance employee satisfaction. TriNet helps simplify complex HR challenges by offering a unified platform that integrates payroll processing, benefits administration, risk mitigation, and compliance support. This consolidates the need for multiple vendors, reducing administrative burden and allows business leaders to focus on growth and strategic priorities. TriNet’s dedicated service model combines personalized support from assigned HR professionals and relationship managers with access to specialized HR experts via multiple communication channels. This helps deliver timely, expert best practices guidance tailored to each client’s unique needs.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

BambooHR® is an award-winning, people-first HR platform with an intuitive design that scales with your business. It centralizes all your HR data in one secure system so you can focus less on paperwork and more on what matters most—your people. With BambooHR, you can: • Hire and onboard top talent seamlessly • Manage all your employee data and records in one place • Run payroll and administer benefits with confidence • Track time, manage performance, and measure employee engagement • Gain actionable insights with AI-powered analytics and reporting • Connect your favorite tools with seamless integrations By consolidating HR processes into one intuitive system, BambooHR empowers you to elevate the employee experience, drive business growth, and simplify HR management.

HiBob is at the forefront of HR innovation, transforming the way organizations operate in the modern world of work with its award-winning HCM Bob. Its modular approach caters to the needs of multi-national companies seeking agile technology and robust analytics to support operations across distributed workforces in the ever-evolving economic and workplace landscape. Companies using Bob are able to: 1. Accelerate hiring 2. Retain the best talent 3. Upskill and elevate employee experience 4. Make business decisions with people data HiBob's customers appreciate its ease of use, high configurability, and the ability to customize based on business requirements.

Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.

Plan, communicate, and benchmark your compensation in real-time. Pave allows you to make smarter comp decisions and eliminate spreadsheets, powered by real-time integrations with your HRIS, ATS, and Cap Table. Merit cycles are an extremely manual process. Teams cobble together compensation reports and have spreadsheets for every manager. Pave centralizes compensation data in real-time to manage merit cycles in one unified place. Candidates and employees often miss the whole picture around equity, bonuses, and benefits. Pave allows you to visually sell the whole dream to attract and retain top talent. Most surveys require periodic manual uploads, resulting in out-of-date compensation data. Pave provides the most accurate real-time compensation benchmarking data by integrating your systems in just minutes. Compensation surveys are obsolete. Total rewards is more than just salary.

Equidam is the online platform for startup valuation. Our technology enables entrepreneurs to truly learn what drives their valuation, transparently discuss it, thanks to clear and detailed valuation reports, and close fair deals with investors and buyers. We selected the 5 leading methods used to value startups and combined them with the most reliable data for the valuation parameters, tailored to 90 countries and 136 industries. More than 150,000 companies already used Equidam to raise their seed and Series A rounds. Get started now and make it worth it with Equidam!

Hire hands-on, highly vetted finance experts and understand your most important metrics in real time. FlowFi learns everything about your business and then matches you with a finance expert whose sole job is to help you succeed. Finally, connect all of your platforms to FlowFi to get a single view of your most important metrics. Hire an experienced CFO in your corner to help make better strategic financial decisions as you grow your business. Build and refine multi-year financial projections and scenarios. Use your existing model or build a new one from scratch with your FlowFi CFO. Every company tracks different KPIs; FlowFi helps you define, monitor, and optimize the metrics unique to your business. Strategically manage your liquidity with a detailed weekly cash inflow/outflow analysis for the upcoming quarter. Perfect for companies that want to keep tight control over their cash. Ensure alignment, robustness, and compliance of your financial statements and forecasts.

CandorIQ is a comprehensive people spending platform designed to streamline and optimize compensation and headcount planning for modern organizations. It integrates with over 80 systems like HRIS, ATS, and payroll software, making it a one-stop solution for managing compensation, headcount, and total rewards. CandorIQ enables teams to reduce reliance on manual spreadsheets by providing real-time analytics, AI-powered insights, and automated workflows for headcount requests, approvals, and merit cycles. The platform's focus is on promoting fairness and transparency in compensation, helping businesses comply with pay equity laws, and offering tools for proactive retention management. It also supports creating competitive compensation offers and headcount planning aligned with company growth. Leaders from HR, finance, and talent management can collaborate more effectively within the platform to drive strategic decisions that keep employees engaged and motivated​.

Tactyc by Carta is a portfolio and cap table analytics platform that helps investors analyze private market investments. It provides tools for scenario modeling, portfolio forecasting, and investment analysis, allowing venture capital firms and other investors to better understand potential returns and risks across their portfolios. The platform integrates with Carta's cap table data to provide insights into portfolio companies' ownership structures and valuations.

Clockwork Universe is a digital investment office for private markets that centralizes alternative investments, including private equity & venture capital, direct private deals, holding & operating companies, syndicate/SPV deals, real estate, public equities, cash, collectibles, and more, into a single platform. It offers portfolio monitoring with a dynamic dashboard for quantitative and qualitative data, transaction management at holding and portfolio levels, opportunity tracking via investment profiles and pipeline organization with tagging, custom metrics at the holding level, and portfolio-wide metrics for holistic performance views. Advanced features include Suggested Updates (AI‑powered extraction of insights from unstructured inbox data), a Chrome extension for seamless data capture from LinkedIn, Crunchbase, documents, and web browsing into portfolios, and portfolio‑centric chat for focused collaboration.

Quanta is a full-service accounting platform purpose-built for software companies that delivers real-time visibility into financials by combining automated bookkeeping, continuous reconciliations, and deep integrations with common startup financial tools. It maintains an AI-native general ledger that automatically imports data from a company’s banking, payment, payroll, and spend tools and applies predefined rules; ensuring books stay clean, consistent, and always up to date. Quanta offers real-time dashboards showing cash, revenue, burn rate, runway, accounts receivable, vendor activity, customer/invoice status, and other critical metrics; giving teams immediate access to today’s numbers rather than waiting for month-end. It also supports advanced features such as revenue recognition, department-level financial tracking, and tax filing (including federal, state, local income taxes and even R&D-tax-credit studies). Users get access to a dedicated in-house accounting expert.

Offer letters haven't changed in decades. That stops today. Provide your candidates with an interactive portal that educates candidates on their total compensation alongside their team and company values. Create a panel to collaborate on your team's compensation philosophy with real-time leveling decisions. Don't let your employees guess their compensation value. Enable employees to have a full understanding of their compensation — across different equity grants, benefits, bonuses, and more. Model, revise and share your real-time compensation plans with your team to drive alignment during critical merit planning meetings. From your data, ATS, and HRIS, secure live data connections, update your candidate and employee pools as you go.

Easop is the first globally compliant equity compensation solution. We provide startups and scale-ups with SaaS solutions to offer and manage equity incentives for their global workforce and assistance with tax handling. Companies incentivize their direct employees, EoR employees, contractors, and advisors with equity globally by leveraging Easop’s in-house back office, approved by top-tier law firms. Founders, Finance and HR leaders, and General Counsels can issue new grants, get assistance with tax handling, set up equity grids, send automated board reports and approvals, and instantly access legal information for each geography. Team members get personalized tax and compliance information tailored to their tax residency and contractual status for the first time. Easop covers workers in 70 countries and is expanding quickly.

Both the company and the employees are exposed to legal and financial risks. Many factors are in play that make today’s process challenging and complicated. Each country has specific regulations around equity which constantly change. It exposes you and your employees to financial penalties. Tax codes for equity are extremely complicated. Mistakes are irreversible and it’s easy to miss on large tax breaks. Setting up and maintaining global equity plans is heavily time-consuming. It requires deep and expensive research. It’s hard to follow what's happening, takes a lot of time and mistakes happen. Stay compliant worldwide and avoid problems altogether with preemptive alerts that steer you clear of any potential exposure issues.

Comprehensive integrates with your HR tools, helping you make efficient, transparent, and equitable compensation decisions from one centralized place. Save time and eliminate mistakes on your next cycle without a single spreadsheet. Educate employees about their full compensation, including the value of equity and benefits. Store, edit, and selectively share your pay bands from a single source of truth. Automate your manual, error-prone compensation processes while giving stakeholders the visibility they need. Save time and promote trust in compensation. Seamlessly connected with your HRIS, performance management, and cap table systems to get all your critical comp data in one place. Comprehensive is designed for teams of 1 needing help with bandwidth and visibility, to teams of many needing help with automation and process. Pay equity analytics and auto-outlier detection highlight any existing pay gaps and employee inequity.

Start your business in the United States from anywhere. Incorporate your company and access the greatest startup ecosystem on the planet. Firstbase is your organization’s first step. Starting a company is a struggle, lots of paperwork, outdated software, and government headaches. The Firstbase platform is built to fix all of that. Forget about legal work or fees. Company formation documents are prepared with standard terms used by top startups. No U.S. citizenship required, fast tax setup. The only platform with EIN registration to keep you complaint. Banking within reach. Choose a U.S. bank with a debit card, discounts, rewards, and more from our exclusive partners. Choosing Firstbase grants you access to an extensive partnership network. Over $150k in exclusive deals on software & services. Easy invoicing, a physical address in the United States, legal consultations, and more.