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Cryptio Help Center home
Cryptio Help Center home

Welcome (Start here)

Welcome to Cryptio!

We’re glad you’re here. You’re in good company - over 450 companies use Cryptio’s enterprise-grade accounting, audit, and tax software to track their digital assets and stay audit-ready.

Quick Start Guide

Our Quick Start guide is designed to set you up for success by walking you through the steps of setting up and using your workspace. Taking the time to work through each step will build a strong foundation for automation and make your period-end processes seamless.

In this guide, you’ll learn how to prepare your crypto sub-ledger and connect it with your general ledger by following these high-level steps:

  1. Setting up your account

  2. Importing your data

  3. Managing assets

  4. Labeling transactions

  5. Importing and mapping your chart of accounts

  6. Syncing and reconciling transactions with your accounting software

We’ll also introduce our Enterprise-Grade Reporting Suite, where you can generate and customize financial reports for your specific use case.

Let’s get started!

Key Resources

We want to make sure Cryptio is impactful, easy, and enjoyable to use. If you need help, we offer a variety of resources:

  • Cryptio Home

    Access an in-product checklist that highlights the most impactful steps taken by thousands of successful customers in their first days using Cryptio.

  • Help Center

    Explore help articles, FAQs, step-by-step guides, and best practices - all conveniently organized to help you resolve issues quickly.

  • Demo Webinars

    Join regular webinars hosted by our Accounting Strategy and Customer teams. These sessions walk through Cryptio’s features and include live Q&A. Some recordings are available on YouTube, and exclusive content is available to customers upon request. Be sure to check out our Blog as well!

  • Chat with Support

    Need extra help with setup? Reach out through the in-product Support pop-up and leave a message for our team. We’ll get back to you as soon as possible.