---
title: Tabulate Reviews
meta_title: 'Tabulate Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Tabulate works for a business like yours.
date_modified: '2026-06-22'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Tabulate Reviews
**Vendor:** Incentiv  
**Category:** [Equity Management Software](https://www.g2.com/categories/equity-management)
## About Tabulate
Tabulate is a full-stack ESOP, Cap Table, and Equity Compliance Management product designed to automate the entire process of issuing all kinds of securities including stock options, warrants, equity, convertible notes, phantom stock, and RSUs. Tabulate also provides comprehensive shareholder and board management tools for timely investor updates, conducting all kinds of resolutions, and shareholder participation. Tabulate's shareholder registry also automates the maintenance of MGT-1, SH-6, SH-1s and SHAs for complete equity transaction audit trails.






- [View Tabulate pricing details and edition comparison](https://www.g2.com/products/tabulate/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-23+07%3A40%3A10+-0500&secure%5Bsession_id%5D=f61ebf09-2d3b-49db-9a50-9a6c47386da5&secure%5Btoken%5D=e62f936974c6923573e8eafe338c1ad22b092f1f2bd2a4602ee340ad41483aea&format=llm_user)

## Tabulate Features
**Platform Basics**
- Reporting
- Investor Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Platform Data**
- Visualization
- Platform Search
- Dashboard
- Activity Dashboard

**Platform Content**
- File Sharing

**Platform Additional Functionality**
- Cap Table
- 409a
- Public Equity

**Agentic AI - Equity Management**
- Autonomous Task Execution

**Additional Functionality**
- Audit Management
- Vesting Management
- Workflow Management
- Forecasting
- Alerts/Notifications
- Audit Trail
- Performance Metrics
- Portfolio Management
- CRM
- API
- Third-Party Integrations
- Scenario Planning
- AI Copilot
- Grant Management
- Compliance Management
- Financial Analysis
- Multi-Currency
- Financial Modeling
- Financial Management
- Real-Time Data
- Transaction History
- Role-Based Permissions
- Deal Management
- Generative AI
- Document Management
- Valuation Management
- Customizable Reports
- Real-Time Analytics
- Document Storage
- Client Portal
- Reporting & Statistics
- Activity Tracking

## Top Tabulate Alternatives
  - [Remote](https://www.g2.com/products/remote/reviews) - 4.5/5.0 (4,106 reviews)
  - [Qapita](https://www.g2.com/products/qapita/reviews) - 4.6/5.0 (327 reviews)
  - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) - 4.3/5.0 (233 reviews)