Accounting firms and advisers

Manage your clients’ crypto accounting.

From each client’s history to journal entries for your accounting system. Automate preparation and focus review on what needs your judgement.

Your accounting team

Separate access for clients and companies

  • Client A · Company SLAssigned accountant and reviewer
    Client A
  • Client A · Company LTDAssigned accountant and reviewer
    Client A
  • Client B · Company SLAssigned accountant and reviewer
    Client B

Each client sees only their authorised companies.

From client transaction history to journal entries for your firm.

Start with connected accounts

Connect each company’s sources and recover its history. Name accounts and counterparties to see who is behind each movement.

Make recurring work repeatable

Turn review decisions into rules by account, token or contract. Filter spam and focus work on exceptions.

Deliver supported journal entries

Review costs, gains and balances before exporting. Each figure retains the context needed by your client or reviewer.

FROM CLIENT RECORDS TO YOUR ACCOUNTING SYSTEM

Prepare journal entries with your ERP’s chart of accounts.

Prepare journal entries in compatible formats for your accounting system, without entering each transaction again. We continue to expand integrations to support accounting firms’ workflows.

  1. Bring your chart of accounts

    Import it from your ERP or sync it, depending on the connection.

  2. Set the accounting treatment

    Map categories to ledger accounts and review the generated journal entries.

  3. Keep client records separate

    Separate organisations and permissions, even when one client has several companies.

Explore plans for accounting firms
From category to journal entry
Staking rewardFiat valuation · €100
Mapped to your chart of accounts
AccountDebitCredit
Digital assets100
Staking income100

Journal entries ready for review

BEFORE WE TALK

Questions that matter to your team.

Can we work with the client’s own team?

Yes. Assign each person the organisations and permissions they need. Your team can work across companies while clients access only their own.

What if the client’s records are incomplete?

Recover available history, identify counterparties and locate values or balances that need review. ContaGPT helps investigate using the organisation’s context; your team confirms changes.

Does Conta decide the accounting treatment?

No. It automates data collection, calculations and the rules you configure. Your firm keeps professional judgement and reviews exceptions.

Bring a case from your firm.

Let’s look at how you receive data, what takes time to review and how the journal entries fit your accounting system.

See Conta for my firm