Financial Reporting
Automate audit-ready financial reporting for equity, cap tables, and ESOPs.
Executive Summary
Qapita's Financial Reporting module is designed to streamline and automate the complex process of generating financial reports related to equity, cap tables, and ESOPs. It specifically addresses the requirements for stock-based compensation reporting, such as ASC 718, enabling companies to produce detailed, accurate, and audit-ready expense reports and disclosures. The platform supports compliance across multiple international jurisdictions, simplifying year-end financial reporting and ensuring regulatory adherence. Integrated within Qapita's broader equity management ecosystem, this module leverages existing cap table and ESOP data to provide a unified view of equity-related financial obligations. It helps finance teams, CFOs, and accountants manage share-based payment expense amortization, track vesting schedules, and prepare necessary disclosures with greater efficiency and confidence. By automating these critical tasks, Qapita aims to reduce manual effort and enhance the accuracy of financial statements.
Use Cases
- Prepare share-based payment expense amortization reports and disclosures.
- Generate audit-ready, compliant expense reports for ASC 718 (stock-based compensation).
- Simplify year-end financial reporting and disclosures across multiple jurisdictions.
- Manage and report on ESOP administration and stock plans.
- Ensure regulatory compliance for equity-related financial reporting.
Features
Visibility
- Equity Reporting Dashboard: Centralized dashboard for viewing key equity-related financial metrics, expense amortization schedules, and reporting status.
- Cap Table Visualization: Visualize and manage cap table data, including ownership, dilution, and equity distribution.
Intelligence
- Expense Amortization Calculation: Automated calculation of share-based payment expense amortization schedules for accurate financial reporting.
- Jurisdictional Compliance: Support for financial reporting and disclosure requirements across multiple global jurisdictions.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
Security & Compliance
Certifications: SOC 1, SOC 2, ISO 27001, GDPR
Encryption: Enterprise-grade encryption to protect confidential data.
Pricing
- Model
- Subscription
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market,Enterprise
- Free Trial
- Yes
About Qapita
Qapita is a B2B software company that provides an equity management and liquidity platform for private and listed companies. Its main products and services include cap table management, employee stock option plan (ESOP) administration, investor reporting, and facilitating secondary share sales and fund administration. Qapita targets startups, venture-backed companies, and other private firms, as well as listed companies, to simplify ownership workflows and unlock liquidity for stakeholders.
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