Tokenbooks is a professional crypto accounting platform that automatically imports transactions from wallets and exchanges, classifies them, calculates cost basis, generates journal entries, and produces tax and financial reports.

Which blockchains and exchanges does Tokenbooks support?

Tokenbooks supports major blockchains including Bitcoin, Ethereum, Solana, and a broad set of EVM-compatible chains, plus 50+ centralized exchanges via CCXT API integration. Coverage continues to expand.

Is Tokenbooks suitable for DeFi users?

Yes. Tokenbooks supports core DeFi transaction patterns today, including swaps, staking activity, and liquidity events. Protocol coverage is expanding in stages, with manual review workflows available for edge cases.

How does Tokenbooks handle multi-wallet portfolios?

You can add unlimited wallets across all supported chains. Tokenbooks automatically detects internal transfers between your own wallets so they do not create phantom gains. All wallets are consolidated into a single unified ledger.

What reports does Tokenbooks generate?

Tokenbooks generates capital gains/loss summaries, income reports, transaction-level detail, journal entries, and balance sheets, with PDF and spreadsheet exports. Reports support FIFO, LIFO, HIFO, and ACB cost basis methods.

Welcome to Tokenbooks: Crypto Accounting Built for Web3

Crypto has a bookkeeping problem.

The assets are borderless, the markets run 24/7, wallets multiply, DeFi adds layers of complexity, and tax authorities in every major jurisdiction now require accurate record-keeping. Meanwhile, the tools available are either built for simple buy-and-hold investors or require a team of engineers to operate.

We built Tokenbooks to solve this. Today, we are opening it to professional investors, finance teams, and anyone who takes their crypto books seriously.

The Problem We're Solving

Over the past few years, we've talked with hundreds of crypto investors, accountants, and finance teams. The same themes come up again and again:

"I have transactions across 15 wallets and 6 exchanges. I can't get a single view."

Most people cobble together spreadsheets, CSVs from exchange exports, and manual reconciliation. It works until it doesn't—a missing transfer creates a phantom gain, a missed fee understates basis, a DeFi interaction goes unclassified. By tax season, the records are a mess.

"My accountant charges $200/hour to clean up my crypto data. That's not accounting—that's data entry."

The first step of any crypto tax engagement is data normalization. Hours of work before any analysis begins. Time that should be spent on strategy is spent on cleanup.

"I don't know what DeFi is doing to my taxes."

DeFi is a tax event machine. Every swap is a disposal. Yield is income. LP positions involve complex accounting. Without automated classification, most DeFi activity goes unreported—creating legal and financial risk.

Tokenbooks automates all of this. You connect your sources, and we handle the rest.

What Tokenbooks Does

Automatic Transaction Import

Tokenbooks connects directly to your wallets via blockchain explorers and to your exchanges via API. We pull full transaction history—trades, transfers, fees, yield receipts, and supported DeFi interactions—and normalize it into a unified ledger.

Supported sources include:

Blockchains: Bitcoin, Ethereum, Solana, Arbitrum, Optimism, Base, Polygon, and 20+ more EVM chains
Exchanges: Coinbase, Binance, Kraken, Bitfinex, and 50+ more via CCXT
DeFi: core transaction patterns such as swaps, staking activity, and liquidity provision/withdrawal (coverage expanding in stages)

No manual CSV uploads required (though we support them for legacy data).

Intelligent Transaction Classification

Every transaction is automatically classified by a rules-based engine:

Trade — buys, sells, and swaps
Income — staking rewards, yield, mining, airdrops
Transfer — movements between your own wallets (not taxable)
Fee — gas and exchange commissions
DeFi — swaps, staking/unstaking, and liquidity provision/withdrawal

Classification uses transaction patterns, metadata, and accounting rules. You can review and correct any classification, with a full audit trail for each change.

Cost Basis Tracking

Tokenbooks tracks every asset at the lot level. Every purchase creates a distinct lot with a timestamp, amount, price, and fees. When you sell, the correct lots are matched using your selected method.

We support:

FIFO (First In, First Out) — the most widely accepted method globally
LIFO (Last In, First Out) — policy-driven method used in certain accounting/tax contexts
HIFO (Highest In, First Out) — minimizes taxable gains; requires specific identification
ACB (Adjusted Cost Base) — pooled average-cost treatment used in jurisdictions that require it

For a deep dive into how cost basis tracking works, read What Is Cost Basis Tracking for Crypto?.

Double-Entry Bookkeeping

Every transaction generates journal entries using proper double-entry accounting. This is not just a ledger of events—it is a complete books-quality record that your accountant can work with directly.

Accounts are organized into a crypto-native chart of accounts covering assets (by token), income (yield, rewards, gains), expenses (fees), and equity. You can export finance-ready reports in PDF and spreadsheet formats and share them with your accountant.

Fair Market Value Resolution

Accurate accounting requires knowing the USD value of every asset at the exact time of every transaction. Tokenbooks resolves fair market value using a multi-source engine:

Stablecoin pegs (USDC, USDT, DAI = $1)
Counterpart value (if traded against a known-price asset)
CoinGecko historical price data
DEX pricing (on-chain price context for supported swaps)
Transaction-context inference when direct market quotes are unavailable

This ensures even obscure tokens are correctly valued.

Portfolio Reporting

Beyond tax compliance, Tokenbooks provides live portfolio analytics:

Unrealized gains/losses by asset and wallet
DeFi activity reporting for supported transaction types
Portfolio history with performance over time
Asset allocation across chains and protocols

Tax Reports

When tax season arrives, Tokenbooks generates:

Capital gains/loss summary by asset and holding period
Income summary by category (staking, yield, mining, etc.)
Transaction-level detail linking every event to on-chain proof
Export formats in PDF and spreadsheet form for finance review and handoff

Who Tokenbooks Is For

Individual investors with portfolios spanning multiple chains, exchanges, and DeFi protocols who want clean records without the spreadsheet nightmare.

DeFi-active teams who need accurate accounting for supported DeFi transaction patterns, with review controls for complex edge cases.

Crypto businesses and DAOs that need proper books—not just a tax file—with journal entries, financial statements, and audit trails.

Accountants and CPAs who work with crypto clients and need a platform that produces audit-ready, CPA-friendly records without hours of data cleanup.

Getting Started

Getting your crypto books in order with Tokenbooks takes minutes, not weeks:

Create your workspace — sign up and set up your organization
Connect your sources — add wallets by address, exchanges by API key, or upload CSV exports for historical data
Review classifications — our engine classifies automatically; review and correct any edge cases
Set your cost basis method — choose FIFO, LIFO, HIFO, or ACB
Generate reports — access tax reports, financial statements, and portfolio analytics any time

For a detailed walkthrough of the accounting fundamentals behind everything Tokenbooks does, read The Complete Guide to Crypto Accounting.

We're excited to have you. Your crypto books deserve better than a spreadsheet.

Get started with Tokenbooks today.