Recover previous years
Import the history from your wallets and exchanges, with accounts identified and spam filtered out.
Connect wallets and exchanges. Automate classification, calculate gains and losses, and reconcile balances. Prepare journal entries for your ERP, traceable to each source transaction.

ACCOUNTING AUTOMATION
Import the history from your wallets and exchanges, with accounts identified and spam filtered out.
Set criteria by account, token or contract. Apply them to recurring activity and review exceptions.
Compare recorded and on-chain balances by account and asset, with daily reconciliation history.
From accounts and transactions to gains and losses, reconciliation and journal entries. One foundation for your team and your accounting firm.
See what your company holds and where. Separate account holdings from DeFi positions, with their overlap visible.
ContaGPT
ContaGPT works with your organisation’s accounts, transactions, costs and reconciliation data. You review and confirm any proposed changes.
Prepare a rule to classify the revenue from this contact.
I've prepared a proposal. Check the contact and the category before applying it.
No changes applied to the ledger
Access Conta Finance from a compatible assistant, with your organisation’s permissions. Requires a client and plan that support authenticated custom MCP connectors.
Your own entities, your clients’ accounts or a business that runs on-chain. Find your use case.
One entity or a group. Review costs and balances, and give each person the access they need.
See solutionOrganise each client’s companies, automate recurring work and deliver reviewed records without mixing their data.
See solutionStaking, swaps, bridges and fees across blockchains. Keep the context your accountant needs.
See solutionBlockchains, exchanges, DeFi and accounting. Connect the sources your company needs; we review their scope with you in the demo.
Ask us anything+50
+100
+5
And many more connections for your company’s operations.
WHY CONTA FINANCE
| Free demo with product access | Scheduled demo; trial access in some cases |
| Updates in minutes | 12-hour cycles; other intervals are not documented |
| Access controls and a dedicated environment and database for each client | Role-based access controls |
| Native connections and exports for other accounting systems with Universal ERP | Integrations with NetSuite, Xero, Sage Intacct and QuickBooks |
| Interface, content and support in Spanish | Spanish-language coverage is not documented |
| ISO 27001 and SOC 2 Type II | SOC 2 Type II also available |
| Affordable pricing tailored to your operations | Mid-to-high cost |
It turns wallet and exchange activity into traceable accounting records: classification, historical values, cost basis, reconciliation and journal entries.
Add wallets and exchanges with read-only connections, or import historical records. Updates run in minutes, depending on the source and configuration.
Acquisition lots, open cost, realised and unrealised gains. Inspect each asset’s history and the records that still need review.
Prepare journal entries using your chart of accounts and sync them through an available integration. Without a native connection, Universal ERP lets you export them as Excel or CSV files and import them manually into your accounting system. You may need to adjust the file columns before importing.
Query activity, balances, costs and rules. ContaGPT prepares proposed changes, but none are applied without your confirmation and the required permissions.
Tell us how your team works. We review your operations and show you how Conta Finance fits into your company’s accounting process.
We learn your sources, volume and close requirements.
From recording transactions to review and accounting export.
We work with you on the setup your organization needs.