Full ledger reconciliation
A guided engagement that imports balances from your exchanges and wallets into one portfolio ledger, then resolves mismatches until the book holds.
Engagements
Engagements for portfolio ledger work
Hands-on help around our multi-exchange import desktop — from first connector setup to a full period-close reconciliation.
Exchange connector setup
Point the import desktop at the exchanges you use, map account labels, and verify the first clean balance pull before you rely on it alone.
Quarterly ledger review
A recurring check that re-imports balances, compares them to your last closed ledger, and lists what changed since the prior period.
Desktop importer walkthrough
A focused session teaching your team to run the multi-exchange import desktop, read the ledger view, and spot obvious balance gaps.