Softwr

Software · head to head

Carta vs FloQast

Carta logo

Carta

Software

Equity management & valuations

From
$29/month
Rated
-
FloQast logo

FloQast

Software

Close management software for accounting teams

From
$29/month
Rated
-

The short version

  • Each has a real cost: Carta free plan eligibility as captured 19 January 2024 was capped at companies with fewer than 25 stakeholders and less than $1M raised in funding; FloQast no pricing is published, and the vendor states packages scale with business outcomes rather than seat count, which gives a buyer no unit to estimate against
  • They diverge on capability: Carta covers Cap table management, FloQast covers Close management.

Where they differ

Only the attributes on which Carta and FloQast actually diverge.

Attributes where Carta and FloQast differ
AttributeCartaFloQast
PlatformsWeb, Ios, AndroidWeb
Founded20122013

Identical on both: starting price ($29/month), pricing model (subscription), free tier (No), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Carta

  • Cap table management
  • 409A valuations
  • Equity plans
  • Investor reporting
  • Fund administration
  • Gusto
  • Slack
  • Bank-level encryption

Only in FloQast

  • Close management
  • Reconciliation
  • Flux analysis
  • Audit prep
  • Team collaboration
  • NetSuite
  • Sage
  • Excel

Both cover

  • QuickBooks
  • SOC 2
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Carta

  • Equity managementnot FloQast
  • 409A valuationsnot FloQast
  • Fund administrationnot FloQast

FloQast

  • Managing the accounting close with checklists and reconciliationsnot Carta
  • Automating account reconciliation and compliance workflowsnot Carta

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Carta

  • Free plan eligibility as captured 19 January 2024 was capped at companies with fewer than 25 stakeholders and less than $1M raised in funding

FloQast

  • No pricing is published, and the vendor states packages scale with business outcomes rather than seat count, which gives a buyer no unit to estimate against
  • The product is split into five separately packaged solution categories
  • Every route to a figure runs through a personalised demo

Pricing, plan by plan

Carta

$29/month
  • LaunchFree
    • Cap table
    • Stakeholder management
  • Seed$360/year
    • 409A valuations
    • Option exercising
    • Scenarios

FloQast

$29/month
  • StandardFree
    • Custom pricing
    • Close management
    • Reconciliation

Which should you pick?

Choose Carta if

  • You need cap table management.
  • You work on Web, Ios, Android.
  • You also want 409a valuations.

Choose FloQast if

  • You need close management.
  • You also want reconciliation.

Questions people ask

Is Carta or FloQast better?
Neither clearly leads. Carta starts at $29/month and FloQast at $29/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Carta or FloQast?
Carta starts at $29/month and FloQast at $29/month.
Does Carta or FloQast run on more platforms?
Carta runs on Web, Ios, Android. FloQast runs on Web.
What is Carta best used for?
Carta is most often used for equity management, 409a valuations, fund administration. Of those, equity management and 409a valuations are not what FloQast is typically brought in for.
What can Carta do that FloQast cannot?
Carta covers Cap table management, 409A valuations, Equity plans, Investor reporting. FloQast covers Close management, Reconciliation, Flux analysis, Audit prep. Both handle QuickBooks, SOC 2, Web support.

Related pages

Other head to heads