Cryptoworth

The user management module in Cryptoworth lets you share your entity (portfolio) with users outside your organization.

How To Add External Users

How To Add Company Users

How to Bulk Import Address Book Contacts

Getting started with Cryptoworth

Learn how to create your first Entity or workspace in Cryptoworth. Set up your entity, choose fiat currency, and configure essential settings for your workspace.

Setting Up An Entity/Portfolio

Learn how to set up general ledger account mapping in Cryptoworth. Connect your accounting software and map accounts for seamless crypto integration.

How to Set Up Your General Ledger Account Mapping in Cryptoworth

How to import your chart of accounts (CoA) from QuickBooks, Xero, or NetSuite into Cryptoworth. Streamline your default account mapping

Importing your Chart of Accounts

Learn how to run a cost basis calculation in Cryptoworth. Automate financial data for your transactions, including proceeds, capital gains, and fees.

Running a Crypto Cost Basis calculation

Learn how to set up automation rules in Cryptoworth to classify transactions automatically. Save time and ensure consistent crypto transaction management.

Setting up Automation Rules for Crypto Accounting

Learn how to sync journal entries from Cryptoworth to your main general ledger (QuickBooks, Xero, NetSuite, etc.) to close your crypto books.

Syncing Journals to Your General Ledger Software

Manage NFT accounting in Cryptoworth. Track all NFTs, review unresolved transactions, and maintain a complete audit trail for financial reporting.

NFTs in Cryptoworth

Enable the General Ledger in Cryptoworth to map accounts, post journal entries, and prepare crypto data for Balance Sheet and Income Statement reporting.

How to enable Cryptoworth General Ledger?

Best Practices for Month Close.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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