Carta vs FreeAgent

Side-by-side comparison of AI visibility scores, market position, and capabilities

FreeAgent leads in AI visibility (66 vs 42)
Carta logo

Carta

EmergingFinance

Accounting Software

Equity management standard for 40K+ startups managing cap tables, 409A valuations, fund administration, and secondary liquidity. San Jose CA; $7.4B valuation 2021; CartaX secondary market enables pre-IPO share transactions;

AI VisibilityBeta
Overall Score
C42
Category Rank
#69 of 78
AI Consensus
55%
Trend
up
Per Platform
ChatGPT
50
Perplexity
51
Gemini
37

About

Carta is the leading equity management platform for startups, venture funds, and employees, managing cap tables, fund administration, 409A valuations, and secondary transactions for over 40,000 companies and 2 million employees. Founded in 2012 and headquartered in San Jose, Carta has become the de facto standard for startup equity infrastructure, processing trillions of dollars in equity value and serving the majority of venture-backed US startups. The company achieved a $7.4 billion valuation in 2021.

Full profile
FreeAgent logo

FreeAgent

ChallengerFintech

Accounting Software

UK accounting software for freelancers and small businesses; owned by NatWest Group since 2018; distributed via NatWest and RBS banking apps; supports Making Tax Digital and Self Assessment.

AI VisibilityBeta
Overall Score
B66
Category Rank
#12 of 78
AI Consensus
55%
Trend
up
Per Platform
ChatGPT
68
Perplexity
62
Gemini
76

About

FreeAgent is an Edinburgh, UK-based accounting software company that provides freelancers, contractors, and small businesses with cloud-based bookkeeping, invoicing, expense management, payroll, self-assessment tax returns, and VAT filing tools in a platform designed for the UK market. Founded in 2007 and acquired by NatWest Group in 2018, FreeAgent has maintained its identity as a specialist accounting platform for the UK self-employed and micro-business market, building deep compliance functionality for UK-specific requirements including Making Tax Digital VAT filing, Self Assessment, and Corporation Tax returns. The NatWest acquisition has strengthened FreeAgent's distribution by integrating the software into NatWest and Royal Bank of Scotland business banking apps, giving millions of NatWest SMB banking customers free access to FreeAgent as part of their business account.\n\nFreeAgent's product design reflects the realities of running a small business in the UK, where tax obligations for the self-employed—navigating income tax bands, National Insurance contributions, dividend allowances, and annual investment allowances—are complex enough to require software designed around these specific rules rather than a generic accounting tool adapted for UK compliance. The platform's tax timeline feature gives users a forward-looking view of upcoming tax payments and liabilities, reducing the surprise bills that derail small business cash flow. For limited company directors, FreeAgent handles company accounts preparation, dividend recording, and director self-assessment filing within the same system.\n\nFreeAgent competes with QuickBooks Self-Employed, Sage Business Cloud, and Xero in the UK SMB and freelancer accounting market. Its NatWest distribution creates a significant user acquisition advantage, as millions of eligible NatWest business account holders can activate FreeAgent at no additional cost. Differentiating factors include its UK-tax-centric product depth, its focus on the self-employed and micro-business segment, and the trust that comes from being backed by one of the UK's largest banking groups.

Full profile

AI Visibility Head-to-Head

42
Overall Score
66
#69
Category Rank
#12
55
AI Consensus
55
up
Trend
up
50
ChatGPT
68
51
Perplexity
62
37
Gemini
76
40
Claude
76
35
Grok
60

Key Details

Category
Accounting Software
Accounting Software
Tier
Emerging
Challenger
Entity Type
company
company

Capabilities & Ecosystem

Capabilities

Shared
Accounting Software

Integrations

Only FreeAgent
Carta is classified as company. FreeAgent is classified as company.

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