ASC 718 & IFRS 2 Compliant

Stock based compensation reporting, with real expert support

Generate audit-ready stock-based compensation expense reports with confidence. Get automated workflows, advanced valuation models, and expert guidance for accurate financial reporting.

Audit-ready reports for ASC 718 & IFRS 2, generated in minutes

Black-Scholes, Binomial, and Monte Carlo valuation support

Expert guidance on modifications, repricing & performance conditions

Seamless migration - bring your expense history

TRUSTED BY LEADING COMPANIES WORLDWIDE

Private Companies

3,000+

Listed Companies

180+

Equity Under Management

US $67B+

Equity Plans Designed

1,400+

Stakeholders

500,000+

Why Qapita

Why teams choose Qapita for financial reporting

Built for the complexity of real equity programs - with expert support baked in at every step.

Preserve reporting integrity

Lock in each period's expense reports to preserve audit integrity. Backdated changes and true-ups carry forward automatically - no accidental overwrites, no rework.

Simplify accounting complexity

Our expensing team guides you through edge cases, audit prep, and accounting treatment. Whether it’s forfeiture logic or understanding how a repricing impacts amortization, expert help is always within reach.

More than software

Built by professionals who’ve worked on thousands of stock-based compensation reports. Get the flexibility of self-service with the assurance of expert-backed results.

Features

Everything you need for ASC 718 reporting

Purpose-built financial reporting tools to help you stay compliant, audit-ready, and in control.

Audit-Ready ASC 718 and IFRS 2 Reports

Every company is different. Your valuation should reflect that.

Automate expense calculations across plans, grants, and reporting periods, all while maintaining the detail, documentation, and controls required by auditors.

Whether you follow ASC 718 or IFRS 2, you get clean, exportable reports and full transparency into amortization schedules and assumptions.

Questions? Let's talk

Support for Black-Scholes, Binomial & Monte Carlo

Reviewed. Verified. Signed by experts.

We provide full support for fair value determination using Black-Scholes, Lattice/Binomial, and Monte Carlo simulations.

Whether you’re pricing vanilla options or complex PSUs, our team will help you select and justify the appropriate model and explain how it flows through to your reporting.

Questions? Let's talk

Guidance on Modifications, Repricing & More

Knowledge and experience to help you navigate complexity

Wondering how to treat option repricing? Replacement grants? Market-based performance conditions? Our expensing specialists help you make the right accounting call, and explain the implications clearly.

We’ll work with your auditors and help you prepare disclosures when things get nuanced.

Questions? Let's talk

Flexible Amortization and Cost Center Allocation

Fits your accounting policy, not the other way around

Support straight-line, graded, and front-loaded methods. Track vesting changes, terminations, and forfeitures dynamically.

Allocate expense by cost center, team, or geography along with mobility tracking included for international employees and inter-entity transfers.

Questions? Let's talk

Seamless Historical Data Migration

Bring your history. Leave the headaches.

Moving your expensing to Qapita doesn’t mean starting over. Upload your life-to-date expense data so everything you’ve already booked is captured, locked, and preserved.

Qapita ensures reporting continuity by protecting prior periods and carrying forward any true-ups or adjustments into future cycles. No duplicate entries. No audit gaps. Just clean, trusted expense schedules from day one.

Questions? Let's talk

Process

Getting your financial reports is easier than you think

Built to handle the complexity behind stock-based compensation - so your reporting stays consistent and compliant.

Set up your reporting parameters

Set your reporting period, entities, and accounting standard (ASC 718, IFRS 2, or local GAAP). Define amortization methods, true-up rules, and all compliance parameters upfront.

Record fair values and grant details

Record or import fair values at the grant or tranche level.
Set grant dates, vesting schedules, and expense start points with precision.

Generate and review expense calculations

Run reports for any period - monthly, quarterly, annual, or forecasted.
Automatically calculate expenses, true-ups, forfeitures, and unamortized costs.

Export and lock audit-ready reports

Download expense reports and disclosure data in Excel.
Lock reporting snapshots to preserve data integrity and prevent backdated changes.

The #1 Equity Management platform on G2

We’re recognized as a Global Leader. Also, ranked the best in Customer Satisfaction for both Enterprise and Mid-Market. (See why on G2)

Image of the G2 embed for Qapita - #1 Equity Management platform on G2

G2 Grid® for Equity Management Software | Summer 2025

They talk about it better than we do

Reporting Obligations simplified.

We can easily download various reports, including summary reports. This has significantly streamlined the reporting process, making it super easy for us to generate the necessary reports for all reporting obligations.

Sijo V

Enterprise (>1000 emp.)

Impressive Reporting Capabilities

Qapita's reporting capabilities are very useful. The Financial Reporting feature provides us with detailed and accurate reports that are essential for our business decisions.

Anonymous

Mid-Market (51-1000 emp.)

Efficient Equity Reporting

Qapita's Financial Reporting capabilities are excellent. It provides us with detailed reports that are easy to download and share with stakeholders.

Siddhi J.

Enterprise (>1000 emp.)

Qapita is good and evolving

I really liked the feature which has been recently introduced for bifurcating the single pool balance to different plans.

Amit B.

Senior Manager - People & Culture Mid-Market(51-1000 emp.)

FAQs

Frequently asked questions

When do I need to start ASC 718 financial reporting?

You typically need ASC 718 reporting once you begin issuing equity compensation (like stock options or RSUs). While annual reporting is required for compliance, most companies prepare reports quarterly to align with investor expectations, audits, and board reporting.

Do I need a 409A valuation before generating ASC 718 reports?

Yes, a 409A valuation is typically required to determine the fair value of stock options. Qapita works with your existing valuation data and supports multiple valuation models to ensure accurate expense calculations.

What should you prepare before your first audit?

Before your first ASC 718 audit, you’ll need complete grant data, valuation assumptions (like 409A), expense calculations, and clear documentation of methodologies used. Auditors will also look for consistent reporting across periods and detailed audit trails. Using a structured system like Qapita helps centralize this data and ensures everything is audit-ready from the start.

When should you move from spreadsheets to automated reporting?

Most companies outgrow spreadsheets once they scale equity grants, operate across entities, or face audit requirements. If you're spending significant time on manual updates, reconciling errors, or rebuilding reports each cycle, it's a strong signal to move to automated reporting. Qapita eliminates these inefficiencies with accurate, system-driven expense calculations and reporting.

What is a financial audit and why does it matter?

A financial audit is an independent review of your company’s financial statements to verify that your reporting is accurate, complete, and compliant with standards like ASC 718 or IFRS 2.

As you scale, audits become essential for investor confidence, fundraising, regulatory compliance, and potential exits. Having structured, audit-ready stock-based compensation reports ensures a smoother audit process with fewer back-and-forths.

Equity compensation reporting free from spreadsheet chaos!

Generate clean, audit-ready ASC 718 reports in minutes from your cap table and equity data.

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Stock based compensation reporting, with real expert support