FMV Built Into The Workflow
Finance teams should not have to rebuild fair market value logic in spreadsheets after sync is done. Tokenbooks keeps FMV inside the accounting process from the start.
Use Cases
Close crypto books faster, with numbers your team can defend
Tokenbooks helps Web3 finance teams turn wallet and exchange activity into reviewable accounting records, with FMV, spam detection, journal review, cost basis, and reports that support a cleaner month-end close.
Wallets and exchanges in one accounting workflowFMV and spam detection built into the processJournal review, cost basis, and close-ready reports
Month-End Workflow
A cleaner path from wallet activity to financial reports
- Connect
- Bring wallets and exchanges into one accounting scope
- Clean
- Apply FMV and filter spam before review starts
- Review
- Inspect portfolio transactions and journal entries
- Report
- Move into ledgers, cost basis, and close-ready reports
Why Teams Switch
Web3 finance teams do not need more exports. They need a workflow they can close from.
Tokenbooks is built for the real work behind crypto accounting: getting activity into one place, cleaning it up, reviewing the accounting, and producing outputs finance can stand behind.
Spam Detection Before It Pollutes Review
Wallet activity includes noise. Tokenbooks helps keep spam and low-signal activity from turning into review clutter and weak accounting outputs.
Reviewable Journal Entries
Portfolio transactions are not a black box. Teams can inspect the journal lines behind the accounting, adjust them when needed, and move through review with more confidence.
Comments Keep Review Decisions In Context
Accounting decisions should stay attached to the transactions behind them. Tokenbooks gives teams a way to comment, explain judgment calls, and collaborate inside the workflow instead of losing context in side channels.
Cost Basis And Gain/Loss Visibility
Tokenbooks keeps cost basis, realized gains and losses, and related ledger effects tied to the same accounting workflow instead of splitting them into separate cleanup work.
Reports Finance Teams Actually Use
The goal is not just synced data. The product supports the ledger and reporting views finance teams need for close, review, and downstream reporting.
Manual Adjustments When Reality Needs Judgment
Crypto accounting still needs operator judgment. Tokenbooks supports adjustments and reprocessing so teams can correct edge cases without breaking the wider workflow.
What Finance Teams Get
One accounting workflow from crypto activity to close-ready outputs
The product is designed around how finance teams actually work, not around disconnected blockchain data screens.
Bring Activity Into One Accounting Workflow
Start by pulling wallets and exchanges into one place instead of reconciling across disconnected exports.
- Sync wallets and exchanges into the same portfolio
- Keep multi-chain activity in one finance workflow
- Bring balances, assets, and transactions together before review starts
Review Portfolio Transactions And Journal Entries
Move from raw activity into a reviewable accounting work queue your team can actually work from.
- Review portfolio transactions instead of raw blockchain noise
- Inspect journal entries attached to each accounting event
- Keep comments and review context attached to the accounting work
- Update memos, statuses, tags, and accounting details during review
Control Ledger And Cost Basis Work
Keep the accounting system usable after sync by giving teams the ledger surfaces they need to trust the output.
- Work from the general ledger and cost basis ledger
- Maintain chart-of-accounts structure and accounting settings
- Handle manual adjustments and reprocessing when review uncovers issues
Run Close-Ready Reports
The workflow should end in finance outputs, not another export that has to be rebuilt elsewhere.
- Run Balance Sheet, Profit & Loss, and Trial Balance
- Support gains/losses, income/expense, and statement workflows
- Export reporting outputs for the rest of the close process
How It Works
A finance workflow, not a technical project
Step 1
Connect wallets and exchanges
Bring the wallets and exchange accounts your team actually uses into one accounting scope instead of juggling separate exports.
Step 2
Clean and value the activity
Tokenbooks applies FMV, filters spam, and organizes noisy crypto activity into something finance teams can work from.
Step 3
Review accounting-ready transactions
Teams review portfolio transactions, inspect journal entries, comment on edge cases, and make adjustments before they rely on the results for reporting.
Step 4
Run ledgers and reports
Move from reviewed transactions into the ledger, cost basis views, and reports that support close, analysis, and stakeholder reporting.
Accounting Surface
What your team can work from after sync is done
Portfolio transactionsJournal entriesGeneral ledgerCost basis ledgerChart of accountsBalance SheetProfit & LossTrial Balance
Controls finance teams look for
Reviewable workflow statesIn-context comments and collaborationManual adjustmentsComments and audit trailReprocessing controls
Beyond Accounting
Expand from accounting into treasury workflows or embedded products
Need payout controls too?
See how Tokenbooks extends from accounting into payment requests, approvals, Safe execution, and fiat payouts.
Explore PaymentsNeed to embed the accounting engine?
See how teams use the public API to bring the same accounting workflow into portfolio apps, wallets, and trading products.
Explore Public APIFAQ
Questions finance teams ask before they trust a crypto accounting system
What is crypto accounting software for Web3 finance teams?
Crypto accounting software for Web3 finance teams helps bring wallet and exchange activity into a reviewable accounting workflow, so finance can move from raw activity to journals, ledgers, and reports with less manual cleanup.
Does Tokenbooks help with FMV, journal entries, and crypto financial reports?
Yes. Tokenbooks supports FMV inside the workflow, reviewable journal entries, ledger views, cost basis tracking, and reporting outputs such as Balance Sheet, Profit & Loss, Trial Balance, gains/losses, and statements.
Can finance teams review and adjust the accounting before close?
Yes. Teams can review portfolio transactions, inspect journal entries, make adjustments, reprocess when needed, and work through accounting states before relying on the final reports.
Is Tokenbooks only for crypto tax or portfolio tracking?
No. The product is positioned for finance operations and accounting workflows, with portfolio transactions, ledgers, reports, controls, and adjacent payment workflows in the same system.
Ready to close crypto books with more confidence?
Tokenbooks gives Web3 finance teams one workflow for synced activity, FMV, journal review, cost basis, and reporting without falling back to spreadsheet-heavy close processes.