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Description
A vital instrument for managing your clients' accounting is tailored specifically for the cryptocurrency sector and web3. Retrieve all transactions from your clients as well as the balances of their portfolios across various platforms. BilanCrypto has created an intelligence system designed to assist you in effectively categorizing your clients' activities. Assess the carbon footprint of your clients and provide support in efforts to minimize it. Seamlessly incorporate all cryptocurrency balance features into your product's core. We leverage advanced technology to aid in the classification and labeling of transactions. Our suite includes the most valuable calculators for each of your cryptocurrencies, allowing for precise financial management. You can conveniently download all transaction histories of your clients from your personalized dashboard. Rely on BilanCrypto's APIs to easily integrate robust reporting and analytical capabilities. Additionally, we facilitate the calculation of capital gains and losses, along with the ability to export transaction data, ensuring that you have comprehensive tools at your disposal for effective financial oversight. This holistic approach not only streamlines your accounting processes but also enhances the sustainability of your clients' practices.
Description
Rotki serves as a privacy-centric, open-source tool for portfolio tracking, accounting, and analytics. Its source code is accessible for review, modification, and improvement, ensuring transparency and community involvement. Designed as a local-first application, Rotki emphasizes user privacy by keeping your financial data encrypted on your device, rather than sharing it with external entities. This tool enables users to track a wide range of crypto assets from various sources, including blockchains, DeFi protocols, and supported exchanges. You can view a comprehensive overview of your assets and liabilities, along with your exposure to each asset expressed as a percentage of your overall net worth. Additionally, users can track the evolution of their total net worth over time through graphical representations. Free-tier users can access data for the past two weeks only. The platform supports connections to numerous centralized exchanges, allowing users to monitor current balances, historical trades, deposits, and withdrawals effectively. Furthermore, Rotki provides an overview of all DeFi holdings across different protocols, along with detailed historical activity and profit-loss calculations, making it a robust choice for crypto investors. This multifaceted tool aims to empower users with insights into their financial decisions while maintaining strict adherence to privacy standards.
API Access
Has API
API Access
Has API
Integrations
Bitstamp
Aave
Binance
BitMEX
Bitfinex
Bitpanda
Coinbase
Compound
Gemini
Independent Reserve
Integrations
Bitstamp
Aave
Binance
BitMEX
Bitfinex
Bitpanda
Coinbase
Compound
Gemini
Independent Reserve
Pricing Details
€49 per month
Free Trial
Free Version
Pricing Details
€10.05 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BilanCrypto
Website
www.bilancrypto.com
Vendor Details
Company Name
rotki
Founded
2018
Country
Germany
Website
rotki.com
Product Features
Product Features
Crypto Tax
Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration
