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Finance integration

Carta integration for AI agents

Insiro connects AI agents to Carta so they can act in it under your rules. Carta is an equity management platform for cap tables, compensation, portfolios, and fund administration. It helps companies and investors manage ownership data and financial operations in one place. Every Carta action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0).

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What can AI agents do with Carta?

With Insiro, agents can reconcile transactions against the ledger, flag exceptions for a reviewer without posting changes, prepare month-end and variance packs and match invoices to purchase orders, all inside the permissions you set for Carta.

  • Reconcile transactions against the ledger.
  • Flag exceptions for a reviewer without posting changes.
  • Prepare month-end and variance packs.
  • Match invoices to purchase orders.

A journey through Insiro

Carta logo CartaInsiroNetSuite

Example: Carta → Insiro → NetSuite to reconcile payouts against the ledger. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Carta

Can Insiro AI agents use Carta?

Yes. Insiro connects AI agents to Carta through its governed MCP gateway. Agents can reconcile transactions against the ledger and flag exceptions for a reviewer without posting changes using each person's own Carta access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Carta?

Carta connects with OAuth 2.0. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Carta read-only for agents?

Yes. In Insiro Governance, set Carta to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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