Massive congratulations! 🎉

You have now:

1. Set up your workspace settings
2. Imported all of your transaction data using our connectors
3. Managed your assets so they make sense and are categorized in a helpful way
4. Labeled your transactions
5. Imported your chart of accounts and set up mappings so that your transactions translate to complete journal entries in your ERP
6. Resolved any outstanding actions on your transactions and synced them to your accounting software

Next steps

From here on out, the name of the game is maintenance. We recommend speaking with your team to decide regular actions you will take, as well as how frequently, to ensure that your workspace remains up to date and any actions that arise are resolved as quickly as possible.

If you are an Enterprise customer, you can set this up directly in the product in the Audit Readiness Module - speak to your account manager or onboarding manager about how to maximize this feature!

Remember, our support team are on hand to help at any point! If you need to reach out to them, you can open the chatbot at the lower right hand side of your screen. Give us as much detail as possible, including any screenshots or screen sharing if relevant, and our team will get back to you as quickly as possible.

Cryptio’s Reporting Suite

All customers have access to our cutting-edge Reporting Suite, designed to revolutionize your crypto accounting experience. Built with guidance from Big4 accounting firms, our suite offers unparalleled features to streamline your financial reporting processes.

Here are some of the key benefits of our reports:

1. Comprehensive Transaction-Level Reporting

• Detailed cost basis calculations for each transaction
• Precise gain and loss reporting at the transaction level
• Designed for enterprises and high-volume users, offering scalability and depth

2. Robust Financial Statements

• Asset roll forwards for clear tracking of crypto asset movements
• Accurate trial balances to ensure your books are always in order
• Detailed portfolio balance reports for a comprehensive view of your holdings
• Comprehensive support for GAAP and IFRS reporting requirements
• Seamless integration with existing accounting processes

3. Audit-Ready Reports

• Our reports are designed to meet the strictest audit standards, ensuring you're always prepared for financial scrutiny
• Our reports have unmatched data completeness and accuracy in the crypto accounting space

Remember that Cryptio's Reporting Suite is more than just a tool - it's your partner in navigating the complex world of crypto accounting! With this, you'll have the confidence that your financial reporting is accurate, compliant, and ready for whatever challenges come your way.

If you have any questions about our reports, check out our guides here for a breakdown of each one.