Over the past few years we have built something extremely ambitious.
CryptoBooks was created with a clear goal: to solve one of the most complex problems for crypto investors, bringing order to chaos. Wallets, exchanges, decentralised protocols, constantly evolving regulations. A fragmented ecosystem, difficult to reconstruct and even harder to keep compliant.
But from the very beginning we knew one thing: we were not just building a product for crypto.
Listening to the market. Properly!
Over these years we have worked closely with our clients. Investors, traders, professionals. We have listened to them, supported them, and often guided them.
And what emerged was very clear.
Our job is not to build the product we think is right. Our job is to build the product our clients actually need.
And today their needs have changed.
The boundary between traditional finance and crypto no longer exists
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Finance is going through a profound transformation.
What was once a clear distinction between traditional finance and digital assets is now increasingly blurred. You can buy ETFs, stocks or derivatives from your brokerage account, but within the same environment you can also gain exposure to Bitcoin or other digital assets.
You can trade on onchain protocols such as Hyperliquid even when traditional markets are closed. You can buy tokenised stocks on Kraken. You can hold dollar-pegged stablecoins in a wallet and use them as operational liquidity.
More and more brokers, banks and platforms are converging towards a single model: one account, all assets.
At that point the question becomes inevitable: does it still make sense to distinguish between traditional finance and decentralised finance?
For us, the answer is no.
The problem: unified access, fragmented management
If access to investments has become simple and integrated, managing the tax side certainly has not.
Today, investors find themselves with:
portfolios spread across multiple platforms;
completely different asset classes;
incompatible reporting systems;
complex and often manual tax obligations.
The result is an inefficient system, full of errors and difficult to control. And this is exactly where we decided to step in.
Today Finbooks is born
CryptoBooks evolves and becomes Finbooks. This is not just a name change. It is the natural reflection of what we have become. Finbooks is the all-in-one platform to monitor, report and optimise all your investments: ETFs, stocks, derivatives, crypto and other financial instruments.
We have extended the rigour we developed in the crypto world to the entire investment landscape. From on-chain activity to traditional markets, you can now manage everything within a single system.
We learned how to manage complexity
If there is one thing crypto has taught us, it is how to deal with complexity. Since 2022 we have developed a tax engine capable of:
classifying complex events;
reconstructing fragmented historical data;
adapting to different tax regulations.
We first operated in Italy, then in Spain, Portugal, France, Germany and the United Kingdom. This forced us to solve problems that many traditional tools do not really address: incomplete data, asset-specific tax calculations and differences between jurisdictions. Today the same level of precision is applied across all investment assets.
One platform for every investment
The modern investor has moved beyond rigid boundaries between asset classes. Financial instruments, however, are still spread across multiple platforms and require consistent classification.
Finbooks was built to remove this friction.
Our infrastructure:
aggregates data from brokers, exchanges, mobile banks, fintech platforms and wallets;
normalises and reconciles transactions;
applies the correct tax logic for each country;
generates reports ready for your tax return.
All within a single environment.
You invest. We handle the tax.
From fragmented data to full control
We designed Finbooks as a complete workflow. It is not just a data collection tool, but a system capable of accounting for, interpreting and organising information, turning it into reliable outputs for your tax return.
The process is built on a few key pillars:
integration from multiple platforms;
automatic data reconciliation;
localised tax logic;
strategic tax optimisation;
audit-ready tax returns.
Whether you are a long-term investor or an active trader, the objective is the same: to give you full visibility over your real performance and your tax position, so you can make more informed decisions and optimise how you operate.
Why Finbooks
The name reflects exactly what we have become.
“Fin” stands for Finance and represents a world that is increasingly broad, interconnected and without boundaries between traditional instruments and digital assets.
“Books” stands for Bookkeeping, the ability to keep your accounting data in order: a fundamental element for managing your portfolio and the taxation of your investments with clarity.
Together they describe our evolution: from a crypto platform to a complete infrastructure for investment management and tax reporting.
You invest. We handle the tax.
The transition from CryptoBooks to Finbooks is a milestone, but above all a new beginning. We have built a system capable of handling the complexity of modern markets and turning it into something simple, clear and usable.
Today, whether you invest in traditional markets, on-chain environments, or both, you finally have a single tool to monitor your portfolio, manage tax reporting and calculate the figures for your tax return without friction.
This is Finbooks. The new standard for high-precision reporting.
