Crypto accounting plans for your team

Tell us about your operations. We help you assess your needs and tailor Conta Finance to your team, whatever your industry.

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For your company or your accounting firm

Choose your team's profile. We prepare a proposal around the organisations, sources and activity you need to manage.

For companies

Crypto accounting for your company or group, with separate records for each entity.

Your teamOne or more entities
  • Review costs, gains and losses before preparing the close.
  • Locate balance differences by account and asset.
  • Grant access to each entity based on team roles.
  • Prepare reports and exports for accounting.
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For accounting firms

Multiple clients, each with one or more companies. One login, with their data kept separate.

Your accounting firmEach client's companies
  • Switch between the companies you can access.
  • Identify accounts and counterparties with each client.
  • Separate accountant and reviewer responsibilities through roles.
  • Export reviewed records to your firm's workflow.
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From crypto records to accounting review

The same capabilities for both profiles, configured for your team.

  • Organise activityHistorical imports, named accounts and classification rules.
  • Review costs and balancesCost basis, gains and losses, and reconciliation by account and asset, with differences visible.
  • Prepare the closeReports and journal entries with your ERP’s chart of accounts.
  • Work with controlContaGPT, organisation-level permissions and separate client data.

A quote tailored to your operations

We agree the scope, price and terms before activation.

Team and entities

Companies, clients and people who need access, with their roles.

Activity and sources

Wallets, exchanges, transaction volumes and historical periods.

Accounting setup

ERP formats, chart of accounts, connections and onboarding support.

Plans and payments FAQ

What to know before signing up for Conta Finance.

What does the quote include?

Access, organisations, sources, historical data, setup and support. The proposal states the scope and price without assuming the same needs for every team.

How do payments and billing work?

Payment methods, billing frequency and taxes are specified in the proposal. Tell us about your purchasing requirements before signing up.

Are there minimum terms or setup fees?

The proposal states any setup fees, service term, renewal and cancellation conditions. You review them before committing.

Can we add companies or more activity later?

Yes. We review users, organisations, sources and volume with you, and agree any pricing changes before applying them.

Can we evaluate it with our own history?

Request a demo. We review your sources, previous periods and accounting workflow to assess the fit and import scope.