Entity and Account Management
- Entity Management: Create multiple accounting entity and flexibly switch between different business units
- Account Management: Clearly manage fiat and digital asset accounts, including bank accounts, on-chain wallets, custodian accounts, exchange accounts, etc
Transaction Management
- Categorization: Easily label on-chain transactions with customized crypto business categories
- Bookkeeping: automatic generation of journal entries, record cost-basis and update fair value, and alignment with crypto accounting standards
- Approvals & vouchers: Integration with MPC, OA, automatic archiving of accounting vouchers to ensure audit and compliance requirements are met
Financial Dashboard
- Real-time view of assets balance (user account, platform account), income and profit, fiat/token inflow and outflow
- Flexible switching of periods, currencies and accounts
- Financial reports: Balance Sheet, Income Statement, Cashflow Statement (fiat)
- Crypto asset disclosures: Significant Holdings of Crypto Assets, Restrictions of Crypto Assets, Roll-forward of Crypto Assets
Multi-user Collaboration and Access Management
- Multi-user collaboration: Add members to the project and share financial reports with one click, and accurately control data permissions
- Operation log: view the logging operation records, to prevent data leakage
Integration
- Integrating multiple data sources, including on-chain addresses, exchanges, custody platforms, banks, etc
- Accounting data can be exported to ERP or other accounting platforms
Integrations
