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Finbooks
Finbooks, formerly CryptoBooks, is a multi-asset investment portfolio and tax-reporting platform. It connects brokers, banks, exchanges, and wallets to track investments, calculate tax liabilities, and generate tax-return documentation for investors and traders.
London, UK
Description
Finbooks provides software and specialist-assisted services for investment tax management across crypto-assets and traditional instruments such as stocks, ETFs, derivatives, and funds. Customers can import or sync data from brokers, banks, exchanges, and wallets; reconcile transactions; monitor portfolios; assess tax impact; and generate UK Self Assessment-ready reports. Its Human plans add specialist support for reconstructing transaction histories and preparing tax documents.Grant Funding
VC Funding
None
2024
$0
$1.1M