Platform
Wallets, tokens, posting, cost basis, reconciliation and reporting, plus the IFRS and DeFi cases most crypto tools leave to a spreadsheet.
Platform
Eight building blocks, one system of record. Every feature designed for the way your chart of accounts already thinks.
Connect Fireblocks, exchange accounts, or use our indexer: all EVM L1 and L2 (Ethereum, Polygon, BSC, Optimism, Megaeth, Hyperevm), plus Cosmos, Substrate, Solana, and Bitcoin. Track normal, exchange, and hold wallets; unlimited per entity.
Register any token with addresses, price sources, and decimals. EUR or USD pricing; enter manual prices when you need to override. Same token across chains, one truth.
One card per wallet–token pair. Balances, QuickBooks link, opening balances, daily snapshots. Generate reports per wallet or token card.
Pending → categorize → set contra account → stage → post. Batch posting, EUR or USD valuation, undo.
Auto-categorize by address, amount, type, or token. Categories, contra, VAT, auto-post.
Opening balances, acquisition tracking, and lot-level reporting. Choose your method: FIFO, LIFO, or AVCO (average cost) for gains and tax.
Pair swaps and bridges. Reconcile token cards to the chain with a full audit trail.
Generate reports for wallets and token cards: balances, cost basis, activity, and period summaries. Export for audit or internal use.
Deep dives
Data lineage
Each balance and journal entry can be traced, step-by-step, back through the pipeline. From the raw on-chain payload to the audit-ready report, every transformation is recorded, every artifact is retained.
Portfolio
Connect your wallets, exchanges, custodians and bank accounts and SimplyLedger keeps the balances current. Portfolio is the tracking half of the product without the ledger: the same data and the same screens, with nothing posted to your books until you are ready.
Total value over time
One figure across every wallet, exchange, custodian and bank account, charted daily in USD or EUR.
Where it is held
Regroup holdings by exchange, on-chain account or bank, and filter the whole page by account tags.
Daily balances, per account
Closing balances for every account on any date, ready to download as CSV.
Up to 500 transactions, unlimited wallets and users. Upgrade to accounting later and keep all of your history.
Cash & stablecoins vs crypto
Every token's share of the portfolio, coloured by which side of the split it falls on, so you always know how much is pegged.
Staked, liquid and unclaimed
Holding types show how much is delegated or sitting in unclaimed rewards, and which accounts it sits in.
Integration
Not an export. OAuth connection, real-time account sync, journal entries with transaction memos and hashes. PNL, suspense, hold, and posting accounts, configured the way your chart of accounts expects.
Book a call and we’ll walk you through the workflow for your stack.
