WhaleBooks Cryptocurrency Accounting Software

WhaleBooks is GENERAL BYTES' leading cryptocurrency accounting platform that tracks portfolios, manages transactions, analyzes profits, and calculates taxes. Available as both cloud-hosted and self-hosted on-premise solutions, WhaleBooks serves investors, traders, accountants, tax consultants, CPAs, fund administrators, ATM operators, blockchain businesses, and crypto miners.

Portfolio Tracking & Profit Analysis

Administer transactions in separate portfolios or groups for organized record-keeping. Analyze profits and losses across trading and business activities with benchmark comparisons to market performance. Gradual transaction recording makes documentation requests straightforward and audit-ready.

Transaction Management

Comprehensive Data Manager provides a centralized transactions table where all imported data is editable. Full flexibility to assign, unassign, delete, filter, and modify transactions according to specific business needs. Batch import from exchanges and wallets streamlines data collection.

Tax Handling

Maintains detailed transaction records essential for consolidated reports that simplify general ledger assignments. Makes accountants' work easier by providing clean, organized data for tax preparation and filing. Supports multiple tax calculation methods and jurisdictions.

Extensibility

Major portions of the WhaleBooks platform are open source and hosted on GitHub, enabling users to extend functionality with custom features. Extensive plugin interface supports:

• New or non-mainstream cryptocurrencies and derivatives
• Additional fiat currency support
• Importers for new or non-mainstream exchanges
• Custom report generation
• Alternative exchange rate providers
• Unique business workflow integrations

Privacy-Focused Design

Enterprise plan offers complete on-premise installation on operator's own computer, giving full control over data storage and handling. No requirement to upload sensitive accounting data to third-party clouds. Maintains data sovereignty for privacy-conscious businesses.

Integration Capabilities

• Import from major cryptocurrency exchanges
• Connect to blockchain wallets and addresses
• Integration with GENERAL BYTES CAS platform for ATM operators
• API access for custom integrations
• Export to accounting software and tax platforms

Key Benefits

• Simplifies complex cryptocurrency accounting
• Automates tax calculation and reporting
• Consolidates data from multiple sources
• Provides audit-ready documentation
• Supports global tax jurisdictions
• Protects privacy with on-premise option
• Enables custom extensions for unique needs