01 · INGEST
Keep the source intact
File identity, source account, provider, row counts and import status remain attached to the records created.
Product
Reconciliation that shows its working.
Crypto Reconcile turns source files into a controlled evidence chain. Automation handles repetition; exceptions remain visible; financial judgements wait for a person.
One operating model
Source facts in. Evidence and open questions out.
02 · NORMALISE
Build a consistent ledger
Named adapters and assisted mapping translate different exchange formats without hiding the original values.
03 · RECONCILE
Match across accounts
Trades, transfers, fees and movements are paired using inspectable timing and tolerance logic.
04 · EVIDENCE
Prepare the handover
Calculations, RBA rates, decisions and remaining blockers become financial-year workpapers.
Control room
Know where reconciliation stands.
The Overview is designed as the next-action surface—not a decorative dashboard.
- Live processing and reconciliation status
- Final blockers separated from warnings and information
- FY Funds Movement snapshot
- Report-readiness signal
- Manual refresh when you need an immediate check
Overview · FY 2024–25
Reconciliation health● Up to date
12final blockers
421missing-value tasks
23,145movements grouped
Next best actionReview four missing-value groupsOpen
Review by meaning
Thousands of rows should not become thousands of clicks.
Findings are grouped by the job the user needs to do, with bulk suggestions separated from one-off judgement.
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All matching
Review proposed transfer and trade matches with tolerance evidence and bulk approval controls.
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Add missing values
A four-step flow identifies the asset, missing dates, valuation method and evidence before anything applies.
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Explain movements
Confirm where money or crypto came from or went, retaining the reason and supporting evidence.
Designed for long histories
Background work should stay in the background.
Asyncimports, deletion and reconciliation jobs
Idempotentsafe retries without duplicate results
Visibleprogress, failure and retry states
ScopedReporting Entity and financial year
Try the workflow
Explore the product before sharing your data.
The sample workspace uses fictional information and demonstrates import, matching, valuation, review and reporting.