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Accounting & reports

Every movement becomes an accountant-ready record — built for SMBs and accounting firms worldwide. These outputs are tools to assist you and…

Every movement becomes an accountant-ready record — built for SMBs and accounting firms worldwide. These outputs are tools to assist you and your accountant, are user-editable, and are not guaranteed to satisfy the bookkeeping, tax, or reporting requirements of any jurisdiction; you and your advisers are responsible for their accuracy and sufficiency.

What’s captured per transaction

  • Business purpose
  • Counterparty
  • FX at the daily-close reference rate — the exchange rate as recorded at the end of each day, used as a consistent basis for your books (not a live trading rate), for non-USD books
  • Attached invoices / receipts (evidence)

Reports you can generate

  • Transaction
  • Income
  • Expense
  • Payroll
  • FX
  • Evidence
  • Full accountant package

Formats & scope

  • Export as PDF, XLSX, CSV, JSON, or ZIP.
  • Run per account or across accounts — including multisig accounts.

Which report types and how many accounts you can span depends on your pricing tier. See Pricing.

FX for non-USD books

For accounting in another currency (EUR, GBP, and others), the app captures foreign-exchange values for your records:

  • Every movement can be recorded with an FX value captured at a daily-close reference rate, so a non-USD book has a consistent basis for each transaction.
  • These FX values are for accounting and reporting — they populate your transaction, FX, and accountant-package reports.
  • Reference-rate FX values are user-editable. You (or your accountant) can adjust them to match your bookkeeping policy or the rate your jurisdiction requires.
  • FX values are a reference for record-keeping, not a live trading or conversion rate. Actual on-ramp conversions through MoonPay and off-ramp conversions through Transak use each provider’s own rates at the time of the transaction. See Convert to fiat.

USDC is treated as ≈ 1 USD, but note that depeg risk exists. See Money & fees.

Not advice. Accounting outputs (records, FX at daily-close reference rates, reports, and the “accountant package”) are tools to assist you and your advisers. They are not legal, tax, or accounting advice, are user-editable, are not guaranteed to satisfy the bookkeeping, tax, or reporting requirements of any jurisdiction, and you are responsible for their accuracy, sufficiency, and for verifying them. FX reference rates are indicative and may differ from rates applied by tax authorities or your own records. You remain responsible for the correctness of your books and for applying the FX methodology your tax and accounting rules require. See Compliance & risk.