One accounting record
Wallets, exchanges and internal transfers in one record. Recover historical activity and apply rules to recurring movements.
Companies and groups
Bring your company’s activity together, investigate differences and prepare journal entries for your ERP. Without rebuilding the books each month.
Reconciliation by account and asset
From a balance to the movements behind it.
Wallets, exchanges and internal transfers in one record. Recover historical activity and apply rules to recurring movements.
Compare balances by account and asset. Daily reconciliation history helps you locate when a difference appeared.
Review valuations, acquisition costs and gains. Prepare journal entries with your chart of accounts and retain the source transaction.
CONTROL BY ENTITY
Finance leads can access several entities. Each accountant works in their assigned companies, with the access they need.
Permissions to view, work on or review each organisation.
Each company has its own environment and database. Switching organisations does not combine their books.
Export journal entries in compatible formats or sync them with your ERP, depending on the available integration.
Shared visibility. Separate accounting records.
BEFORE WE TALK
Yes. Start with that company’s accounts. If you manage more entities, each has its own organisation and permissions.
No. Conta Finance prepares and reviews crypto activity before it reaches your accounting system. Journal entries use your chart of accounts; export or sync depends on the connection.
Yes, using history available from connected sources and supported files. In the demo, we review the accounts, periods and data you need to recover.
Let’s review your sources, entities and ERP. See how to prepare a reporting period from start to finish.