Use Cases

Embed crypto accounting into your product with the Tokenbooks Public API

Tokenbooks gives enterprise teams a white-label crypto accounting API for portfolio apps, wallets, and trading bots. Sync activity across multiple blockchains, turn it into accounting-ready data, and power reporting workflows without building the accounting engine in-house.

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Multi-chain sync workflowsAccounting-ready dataTypeScript SDK and OpenAPI docsPowers our MCP server →

Who It's For

Built for products that need accounting, not just chain data

Tokenbooks Public API is designed for enterprise products that need to turn wallet activity into accounting-ready workflows.

Portfolio Apps

Give customers finance-grade transaction history, balances, and reporting outputs inside portfolio products without building the accounting layer yourself.

  • Portfolio-level accounting configuration
  • Wallet sync across multiple chains
  • Transaction, balance, and asset retrieval for customer-facing views

Wallets

Turn raw wallet activity into accounting-ready records that support product analytics, reporting, and downstream finance workflows.

  • Automatic sync and job tracking
  • Accounting-ready data instead of raw wallet events alone
  • Support for reporting experiences inside wallet products

Trading Bots

Expose strategy activity with better reconciliation, gain and loss visibility, and exportable outputs for users who need more than execution data.

  • Multi-wallet and portfolio grouping
  • Reconciliation-ready transaction streams
  • Outputs that support finance and tax workflows

Accounting Depth

Built for crypto accounting complexity

Most teams can build wallet connectivity. The hard part is turning multi-chain activity into accounting-ready data across currencies, finance workflows, and reporting expectations.

Multi-Blockchain Coverage

Support products that need accounting workflows across multiple blockchains and wallets instead of maintaining chain-by-chain accounting logic and reconciliation rules yourself.

Automatic Sync And Job Tracking

Trigger sync jobs asynchronously, track progress, and fetch fresh accounting-ready data without building your own queue orchestration and status model.

Multiple Currencies

Configure portfolios for base-currency reporting workflows and support enterprise products serving customers who do not all think in a single settlement currency.

Realized And Unrealized Gains

Power gain and loss workflows from accounting-ready transactions, balances, and exports instead of leaving customers with raw activity and spreadsheet cleanup.

Jurisdiction-Ready Reporting Workflows

Serve products that need to support different regional reporting expectations by starting from structured accounting data, configurable workflows, and exportable outputs.

Reconciliation And Auditability

Give finance and operations teams a cleaner trail from synced wallet activity to balances, transactions, and exported reports they can review or downstream into their own systems.

What You Can Build

Real API surface for enterprise product workflows

The public API already covers the core building blocks technical evaluators expect: onboarding, portfolios, wallets, sync, data access, and report delivery.

Workspace And Access

Bootstrap customers quickly with self-service onboarding and workspace-scoped access.

  • Register new users and create workspaces
  • Issue workspace-scoped API access
  • Invite and manage team members

Portfolio And Wallet Operations

Model the real unit of work for accounting products: a portfolio with wallets, settings, and reporting context.

  • Create portfolios with accounting configuration
  • Add and list wallets inside portfolios
  • Fetch portfolio assets, balances, and transactions

Sync, Commands, And Reports

Handle async sync workflows and downstream accounting operations without stitching together separate systems.

  • Trigger sync and poll job progress
  • Execute transaction-level commands
  • Request report exports and download completed files

Developer-Friendly SDK

Technical proof for the team that has to integrate it

Keep the page sales-led while still giving engineering teams a credible reason to keep moving. Docs, SDK generation, workspace scoping, and async job patterns are already part of the API surface.

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Same surface powers our MCP server, so AI agents (Claude, Cursor, Codex) can use the public API natively. See AI-Native Accounting →

OpenAPI Docs

Interactive API reference is generated from the same public API module the product ships, so docs stay aligned with the live surface area.

TypeScript SDK

A generated TypeScript client package gives engineering teams a faster integration path than hand-rolling request models from scratch.

Workspace-Scoped API Keys

Authentication is designed around workspace boundaries so enterprise products can keep customer data partitioned cleanly.

Async Sync Flow

The API supports the real operational pattern: queue sync work, track progress, then fetch updated balances, transactions, and reports.

How It Works

A clean integration path for enterprise teams

Step 1

Create the workspace

Register a user, create the first workspace, and establish workspace-scoped API access for the product integration.

Step 2

Create a portfolio and attach wallets

Create the portfolio context, set the reporting configuration, and add the blockchain wallets that should feed the accounting workflow.

Step 3

Trigger sync and track progress

Start async sync work, poll the job state, and keep the integration responsive while chain data is ingested and processed.

Step 4

Pull accounting-ready outputs

Fetch transactions, balances, assets, and report exports for the product experiences you want to power downstream.

FAQ

Questions enterprise buyers and technical evaluators ask

What is a crypto accounting API?
A crypto accounting API gives products programmatic access to wallet sync, accounting-ready transaction data, balances, and reporting workflows so teams do not need to build the accounting engine themselves.
Can I embed crypto accounting into a wallet, portfolio app, or trading product?
Yes. Tokenbooks Public API is designed for enterprise products that want to embed crypto accounting workflows inside portfolio apps, wallets, and trading tools.
Does the Tokenbooks Public API support automatic wallet sync?
Yes. The API supports async sync workflows with job tracking, so products can trigger sync, poll progress, and fetch updated accounting-ready data when processing completes.
Can I use the API for multiple blockchains and reporting currencies?
The API is built for multi-chain portfolio workflows and portfolio-level accounting configuration, which makes it a better fit for enterprise products serving customers with different reporting needs.
Is there a developer-friendly SDK for the Tokenbooks Public API?
Yes. Tokenbooks ships interactive OpenAPI docs and a generated TypeScript SDK to help engineering teams integrate faster.
Can I use the Public API with AI agents like Claude or ChatGPT?
Yes. The same Public API surface powers a first-party Tokenbooks MCP server, so AI agents that support the Model Context Protocol can drive Tokenbooks natively — workspace-scoped, OAuth-secured, with the same audit trail. See the AI-Native Accounting page for details.

Put finance-grade crypto accounting inside your product

Schedule a demo to see how Tokenbooks Public API can support enterprise workflows for portfolio apps, wallets, and trading bots.

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