I believe that Affirm no longer works with Carta as a result. Every employee’s sell order was accidentally canceled on the day of the equity release.

It doesn't work as well internationally. That's a problem as I need comp data for several countries.

We have been happy with Carta and will likely continue to use them for our cap table management and valuations.

Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest.

Carta, however, was FAR superior to all other options in ease-of-use, accuracy of data, security, rapidity of product development, and ability to scale along with our company.

Customer support is top notch. Chat feature allows you to live chat support team with minimal wait time.

The app for user is great and super transparent and easy to understand.

Easily see all investments with my current company.

Overall, Carta makes it really easy to not only view your holdings, but each individual grant and what has vested. It also allows you to exercise options that are available to you.

The setup is beyond painful. The support staff are incredibly arrogant and everything about your business has to fit around Carta.

The CEO's and law firms that use it seem to be happy with it, as an investor user, I literally cringe every time we get a new stock cert from Carta because it takes so long to do antying.

This product is easy to use and we are very happy with it.

Carta is awful, bottom line. We cancelled our account on November 6th, 2022 but they went ahead and charged us nearly $5k on December 18th.

I love their communications skills aka the emails they send out when I've vested shares.

The commissions on sales are a bit over the norm for a retail brokerage-type program. Especially bad if you have small lot sizes.

I love having an up-to-date Cap Table at all times and being able to model exit and funding round scenarios quickly. Integrated stock ledger and 409A valuations are a plus, too.

When I have issues with this software (which is often), Carta's support team is usually very responsive and will work with me on the issue.

It's so easy to use and see how my shares I have, what they're worth, and it feels really secure.

Overall, it's been awesome using Carta. It's a great tool to manage private equity.

Overall I have had a positive experience with Carta and am glad it exists to easily manage stock options.

I also really like the interactive vesting schedule/option exercise calculator. They are both quite helpful in visualizing stock benefits.

I really like that not only does Carta manage my cap table but that 409A valuations are included in my plan so when we're ready to kick that off I just have to press a button.

It's nice to track my overall equity and individual grants. The best feature is the ability to simply forecast overall share allotments across varying vesting schedules.

C Carta makes it very difficult for one to keep a backup.

Truly painful in every way. Seriously avoid unless you are a huge company and you feel like wasting enormous amounts of time.

Love this to track options, RSUs and shares. Support is also helpful and does its best to answer questions.

I've used Carta through multiple companies and I love how it takes complex legal language and breaks it down for you to simply understand and visualize in its predictive outcomes.

Very seamless and straightforward. Positive experience for end users, and helps feel like the equity system is more legitimate within our company.

I love having everything in one place, and easy to use, purchase and organize all of my grants and vested stock.

Sometime difficult to understand the workflow required to accomplish a task. There are multiple ways to do the same thing, which can leave the user feeling a bit lost at times.

The worst experience with any B2B software company for years.

I have found it a bit difficult to add new users, debt issuances etc. and my customer service rep has generally pushed me toward recordings of user Q&A sessions rather than answer my questions.

Their documentation and blog are very helpful in understanding all the terms and nuance of stock options.

Datasnipper allows us, the user, to conduct audit a lot easier than manual audit. It helps and enables us to work efficiently and effectively.

DS makes it incredibly easy to check accuracy and consistency within financial statements. It has saved me and my teams precious hours everyday in FS quality checks.

I do enjoy all the benefits of DataSnipper, as it saves a lot of time, which I can spend on more important tasks in my work.

Sometimes the table will not ready properly and it will lead to manually adjusting the work.

The ability to read data from invoices, Pdf, word document etc. Is a happy snipping exercise and experience.

Streamlines audit work, reducing cost and improves effeciency.

The software provides a quick means of converting tables and information in PDF to Excel in a format that it easily usable and can be traced back to the source page.

The financial suite has to be my favorite as it enables us to compare financial statements versions in minutes.

I like features, functionality and ease of use.

It changes the font, adds highlights to cells, and color of text. There are no setting to adjust this as far as I am aware.

Ease of use- Feature set- Design of the tool - by auditors for auditors.

Also, custom checkmarks are hard to access and don't print into the PDF.

There's no doubt it is a great solution and makes quality checks of financial statements much faster. I'd love to see faster response to reported issues and a more agile approach to pushing new fixes.

They are easy to use and can be performed on whatever the size of the data or engagement.

Good for data extraction from pdfs into Excel for ease  of analysis.

Am glad i used data snipping tool, is wonderful and have helped my work immensely.

Another area for improvement is the lack of formatting options and inability to change general settings of functions, such as font size and color.

It's a cool tool to attach documents to a working paper with easy referral to the desired place in the document.

Sensational, probably my favorite tool to use while completing testing. Genuinely get excited when I find a good opportunity to use it.

The application reduces the work time increasing efficiency and quality work.

Streamlines our internal checks, prevents mistakes in payments and saves us a lot of time. Was very easy to learn and to integrate with the different users.

For a non-profit organization the software is expensive. It doesn't support Hebrew.

Specially the table snip which helps us prepare the clericals super faster than before.

Nice interference and integration. Really helped me in my daily task.

DataSnipper has all the accounting extensions, and there useful costs controls.

US Dollar

Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture capitalists to review evolving Internal Rate of Returns (IRR) on a centralized dashboard.


Carta allows supervisors to view important information based on raised cash or last preferred valuation and request access to investors' capitalization table. It lets businesses store paper certificates in a secured vault, eliminating the risk of theft or loss. Additionally, investors can utilize mobile applications on Android and iOS devices to track investment ownership and assets’ performance in real-time.


Carta comes with an application programming interface (API), which lets professionals integrate the system with several third-party platforms such as Namely, Xero, QuickBooks and more. Pricing is available on request and support is extended via phone and email.



LongDescription

Real Time Analytics

Forecasting

Enterprise Risk Management

Meeting Management

Operational Risk Management

Options Management

Document Storage

Access Controls/Permissions

General Ledger

Scenario Planning

Electronic Signature

Employee Reward Programs

Portfolio Management

Incentive Management

Vesting Management

Approval Process Control

Financial Risk Reporting

Collaboration Tools

Portfolio Modeling

Debt Management

Compensation Plan Modeling

Data Import/Export

Risk Management

Accounting

Cap Table Management

Audit Trail

Valuation Management

Compliance Management

Real Time Data

Performance Metrics

Benchmarking

Trade Tracking

Role-Based Permissions

ACH Payment Processing

Budgeting/Forecasting

Activity Dashboard

Administrative Reporting

Financial Modeling

Deal Management

Compensation Management

Investments Tracking

Real Time Reporting

Liquidity Analysis

Compliance Tracking

"What If" Scenarios

Participant Portal

Minutes Management

Fund Management

Rate of Return Analysis

Investor Reporting

Document Management

Financial Reporting

Member Directory

Contact Carta for pricing details.
Pricing is based on number of stakeholders, cap table complexity, services, and products.

Email/Help Desk

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Carta

Live Online

Webinars

Documentation

Euro

Accelerate your Audit and Finance teams’ productivity.

DataSnipper helps to reduce time spent on manual operations, improve collaboration within teams, and boost productivity with standardization. 

Reduce risk, boost productivity
Documenting audit and finance procedures in Excel was never this easy. Automatically extract, cross-reference, and validate the source document of any audit and finance procedure.

Maximize efficiency with automation
Multiply your efforts, while staying in control. Eliminate repetitive tasks at scale, while embracing new challenges in the fast-changing audit and finance industry.

Drive impact with collaboration
Extract, cross-reference, and document the source of any audit and finance procedure directly in Excel. Drive collaboration by connecting the dots in one workspace.

Boost productivity with standardization
Standardize your audit and finance procedures in Excel. Implement a ‘common language’ with a single source of truth across people, teams, and functions to increase the quality of your work.

Trusted by Deloitte, EY, KPMG, PwC, BDO, and other market leaders. Active in 85+ countries and used by over 500.000 finance professionals.

Join our community of 500.000+ audit and finance professionals globally.

Data Aggregation and Publishing

Auto Extraction

Optical Character Recognition

Pricing Extraction

Image Extraction

Email Address Extraction

Multiple Data Sources

Reporting/Analytics

Batch Processing

Document Extraction

Data Mapping

AI/Machine Learning

Risk Assessment

Risk Analysis

Template Management

Version Control

Forms Management

Data Verification

Security Auditing

Customizable Templates

Dashboard

Audit Management

Real-Time Reporting

Customizable Forms

Third-Party Integrations

Data Management

Customer Statements

Billing & Invoicing

Income & Balance Sheet

Audit Planning

Profit/Loss Statement

Customizable Reports

Task Management

Purchase Order Management

Bank Reconciliation

Cash Management

Expense Tracking

Invoice Processing

DataSnipper packages tailored towards your needs, whether you are a growing business or a large enterprise.

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