Tokenbooks
tokenbooks.io
What it is
Tokenbooks provides crypto accounting and treasury workflows for Web3 finance teams and crypto-native businesses. It syncs wallet, exchange, and bank activity, with support listed for more than 100 blockchains and exchanges. Accounting features include reviewable transactions and journals, ledgers, cost basis, financial reports, and exports. Payment workflows cover requests, approvals, Safe execution, and fiat payouts tied to accounting. Teams can add comments and use collaboration and audit-trail context for review. Named connections include EVM chains, Coinbase, Kraken, Ledger, Solana, and NEAR; Growth adds QuickBooks Online and Xero connections. Tokenbooks offers a public API for embedding multi-chain accounting in other products and says the API powers its MCP server. It also describes workflows driven through Claude, ChatGPT, or a user’s own agent, with sign-off gates and an audit trail. The maker says it does not store users’ private keys. Plans include a free tier with one portfolio, five wallets, and 1,000 total transactions; Solo starts at $99.00 per year. Bookkeeping services are listed from $2,000 per month.
Spec sheet
- What it does
- Tokenbooks combines wallet, exchange, bank synchronization, accounting review, payments and reporting for Web3 finance teams.Read 15 Oct 2026 · tokenbooks.io
- Purpose
- Tokenbooks provides crypto accounting and treasury workflows for Web3 teams, including wallet, exchange, and bank syncing, payments, and reporting.Read 30 Sep 2026 · tokenbooks.io
- API
- Tokenbooks offers a public API for embedding multi-chain accounting in portfolio apps, wallets, or trading platforms, and says the API also powers its MCP server.Read 30 Sep 2026 · tokenbooks.io
- Integrations
- Named integrations include EVM chains, Coinbase, Kraken, Ledger, Solana, and NEAR.Read 30 Sep 2026 · tokenbooks.io
- Security
- Tokenbooks says it never stores users' private keys and describes its security as industry-leading.Read 30 Sep 2026 · tokenbooks.io
- Accounting
- The product supports reviewable transactions and journals, ledgers, cost basis, financial reports, and exports.Read 30 Sep 2026 · tokenbooks.io
- Accounting integrations
- The Growth plan adds QuickBooks Online and Xero connections for close-ready journal entries.Read 30 Sep 2026 · tokenbooks.io
- Accounting workflow
- The product turns synchronized activity into reviewable transactions, journals, ledgers, cost basis and close-ready reports.Read 15 Oct 2026 · tokenbooks.io
- AI workflows
- Tokenbooks describes driving the product through Claude, ChatGPT, or a user's own agent with audit trail and sign-off gates.Read 30 Sep 2026 · tokenbooks.io
- API capabilities
- The API covers user and workspace onboarding, portfolios, wallets, asynchronous sync jobs, transactions, balances and report exports.Read 15 Oct 2026 · tokenbooks.io
- API purpose
- The Public API is intended for embedding multi-chain accounting in portfolio apps, wallets and trading products.Read 15 Oct 2026 · tokenbooks.io
- Breach notification
- The privacy policy says Tokenbooks will notify authorities within 72 hours when required after a breach and will try to notify users.Read 15 Oct 2026 · tokenbooks.io
- Circle partnership listing
- Circle's partner directory lists Tokenbooks for crypto accounting, controlled payments, treasury management and B2B payouts.Read 15 Oct 2026 · partners.circle.com
- Collaboration
- Comments, review context and an audit trail are kept with the accounting workflow.Read 15 Oct 2026 · tokenbooks.io
- Company headquarters
- Crunchbase lists headquarters in North Vancouver, British Columbia, Canada.Read 15 Oct 2026 · crunchbase.com
- Company legal name
- Crunchbase identifies the legal entity as Ledgertech Inc.Read 15 Oct 2026 · crunchbase.com
- Company size
- LinkedIn lists Tokenbooks as privately held with 2–10 employees and headquarters in Vancouver.Read 15 Oct 2026 · ca.linkedin.com
- Cost basis
- The platform provides cost-basis tracking and a dedicated cost-basis ledger.Read 15 Oct 2026 · tokenbooks.io
- Data-feed limitation
- A LinkedIn company update says live bank feeds through Plaid-like providers are on the roadmap; current bank support is statement-file import.Read 15 Oct 2026 · ca.linkedin.com
- ERP integrations
- The Growth plan lists QuickBooks Online and Xero connections for journal entries.Read 15 Oct 2026 · tokenbooks.io
- Fair-market value
- Tokenbooks describes fair-market-value processing for transactions and reporting.Read 15 Oct 2026 · tokenbooks.io
- Founder
- The official site identifies Pavel Kudinov as founder and CEO.Read 15 Oct 2026 · tokenbooks.io
- Licence
- Terms grant only a limited, non-exclusive, non-transferable and revocable licence to use the software.Read 15 Oct 2026 · tokenbooks.io
- MCP support
- A first-party MCP server exposes the same accounting surface to agents such as Claude, ChatGPT, Cursor and Codex.Read 15 Oct 2026 · tokenbooks.io
- Named integrations
- Official pages name EVM chains, Coinbase, Kraken, Ledger, Solana and NEAR integrations.Read 15 Oct 2026 · tokenbooks.io
- Notable news
- Circle's directory page records Tokenbooks as a listed partner with an entry last updated August 26, 2026.Read 15 Oct 2026 · partners.circle.com
- Open-source scope
- The Tokenbooks GitHub organization says some core infrastructure remains private, so the accounting product is not presented as open source.Read 15 Oct 2026 · github.com
- Payment controls
- Payments include requests, approval routing, Safe execution, fiat payouts and accounting linkage.Read 15 Oct 2026 · tokenbooks.io
- Payments
- Payment workflows include payment requests, approvals, Safe execution, and fiat payout workflows tied to accounting.Read 30 Sep 2026 · tokenbooks.io
- Praise: flexibility
- A G2 reviewer highlights configurable dimensions, accounting rules and manual adjustments for group-level accounting.Read 15 Oct 2026 · g2.com
- Praise: payment workflow
- A G2 reviewer praises payment requests that support stablecoin invoicing while retaining traditional finance details.Read 15 Oct 2026 · g2.com
- Praise: unified accounting
- G2 reviewers praise bringing multiple wallets, entities, fiat and crypto accounts into one portfolio or workspace.Read 15 Oct 2026 · g2.com
- Praise: usability and support
- A G2 reviewer describes the interface as clean and fast, with prompt answers from the team and accessible self-service help.Read 15 Oct 2026 · g2.com
- Privacy security
- The privacy policy says data may be protected with SSL/TLS, encryption, firewalls and restricted employee access, while disclaiming absolute security.Read 15 Oct 2026 · tokenbooks.io
- Public engineering footprint
- Tokenbooks' GitHub organization shows five public repositories, including TypeScript projects and MIT-licensed utility repositories.Read 15 Oct 2026 · github.com
- Rating on G2
- 4.8 out of 5 from 2 reviewsRead 15 Oct 2026 · g2.com
- Responsibility accounting
- Payment and journal lines can be assigned to named responsibility-center dimensions and split by percentage.Read 15 Oct 2026 · tokenbooks.io
- SDK and documentation
- Tokenbooks advertises interactive OpenAPI documentation and a generated TypeScript SDK.Read 15 Oct 2026 · tokenbooks.io
- Security posture
- The maker says it never stores users' private keys and connects read-only for wallet data.Read 15 Oct 2026 · tokenbooks.io
- Service limitation
- The bookkeeping page states the provider is not a CPA or tax adviser and does not file customers' taxes.Read 15 Oct 2026 · tokenbooks.io
- Services
- Tokenbooks offers crypto bookkeeping services that include monthly crypto and fiat reconciliation and says the Tokenbooks workspace is included.Read 30 Sep 2026 · tokenbooks.io
- Support model
- The bookkeeping service promises accountant access through Slack or Telegram on its Starter plan.Read 15 Oct 2026 · tokenbooks.io
- Supported sources
- The maker says the service connects to more than 100 blockchains and exchanges.Read 15 Oct 2026 · tokenbooks.io
- Target users
- The product is presented for Web3 finance teams and crypto-native businesses, with use cases for finance teams and products embedding accounting workflows.Read 30 Sep 2026 · tokenbooks.io
- Terms limitation
- Terms disclaim uninterrupted, timely, secure or error-free operation and allow the service to be discontinued without notice.Read 15 Oct 2026 · tokenbooks.io
Plans and prices
Strong points and limits
Strong points
- Syncs from more than 100 blockchains and exchanges.
- Includes journals, ledgers, cost basis, and reporting.
- Payment workflows include requests, approvals, and fiat payouts.
- Public API supports embedded multi-chain accounting.
- Free plan includes one portfolio and five wallets.
Limits
- Free plan is limited to 1,000 total transactions.
- Enterprise pricing is custom and not listed.
- Paid bookkeeping services start at $2,000 per month.
Who it suits
Tokenbooks suits Web3 finance teams and crypto-native businesses managing wallet, exchange, and bank activity. Its API is also aimed at products embedding accounting workflows, while its bookkeeping services include monthly crypto and fiat reconciliation.
Verdict
Tokenbooks brings crypto accounting, payment workflows, and review context together for Web3 finance operations. Consider wallet and transaction limits, and distinguish software-plan pricing from the separate bookkeeping-services price.
Where Specifiction places it
- Crypto Accounting Software#7 of 258.4