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Congratulations and next steps

Congratulations on completing your setup! 🎉

You’ve successfully:

  1. Set up your workspace settings

  2. Imported all of your transaction data using our connectors

  3. Organized and categorized your assets

  4. Labeled your transactions

  5. Imported your chart of accounts and set up mappings so transactions translate into complete journal entries in your ERP

  6. Resolved outstanding actions on your transactions and synced them to your accounting software

Next Steps

From here, it’s all about maintenance. We recommend aligning with your team on the regular actions you’ll take and how often to perform them. This ensures your workspace stays up to date and any new actions are resolved quickly.

Enterprise customers: You can automate these routines directly in the Audit Readiness Module. Speak with your account manager or onboarding manager to make the most of this feature.

If you need help, our support team is always available. Open the chatbot at the lower-right corner of your screen and share as much detail as possible, including screenshots or screen sharing if helpful. This helps us respond quickly and accurately.

Cryptio’s Reporting Suite

Every customer has access to our Reporting Suite, built with guidance from Big Four accounting firms to make crypto accounting smoother and more reliable.

Key Benefits

1. Comprehensive Transaction-Level Reporting

  • Detailed cost basis calculations for each transaction

  • Precise gain and loss reporting at the transaction level

  • Scalable and reliable for enterprises and high-volume users

2. Robust Financial Statements

  • Asset roll forwards to track crypto asset movements clearly

  • Accurate trial balances to keep your books in order

  • Detailed portfolio balance reports for a complete view of holdings

  • Full support for GAAP and IFRS reporting requirements

  • Seamless integration with existing accounting processes

3. Audit-Ready Reports

  • Built to meet the strictest audit standards

  • Industry-leading data completeness and accuracy in crypto accounting

Cryptio’s Reporting Suite is more than just a tool - it’s a partner in managing the complexities of crypto accounting. With it, you’ll have confidence that your financial reporting is accurate, compliant, and always audit-ready.

For detailed guides on each report, visit our [Reporting Suite Help Guides].

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