Start with connected accounts
Connect each company’s sources and recover its history. Name accounts and counterparties to see who is behind each movement.
Accounting firms and advisers
From each client’s history to journal entries for your accounting system. Automate preparation and focus review on what needs your judgement.
Separate access for clients and companies
Each client sees only their authorised companies.
Connect each company’s sources and recover its history. Name accounts and counterparties to see who is behind each movement.
Turn review decisions into rules by account, token or contract. Filter spam and focus work on exceptions.
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 in compatible formats for your accounting system, without entering each transaction again. We continue to expand integrations to support accounting firms’ workflows.
Import it from your ERP or sync it, depending on the connection.
Map categories to ledger accounts and review the generated journal entries.
Separate organisations and permissions, even when one client has several companies.
| Account | Debit | Credit |
|---|---|---|
| Digital assets | 100 | |
| Staking income | 100 |
Journal entries ready for review
BEFORE WE TALK
Yes. Assign each person the organisations and permissions they need. Your team can work across companies while clients access only their own.
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.
No. It automates data collection, calculations and the rules you configure. Your firm keeps professional judgement and reviews exceptions.
Let’s look at how you receive data, what takes time to review and how the journal entries fit your accounting system.