Tallyfold

What It Does

Tallyfold is bookkeeping software for small and mid-sized businesses. This integration is made for Cryptor business accounts that accept crypto payments, convert them to local currency or keep part of their treasury in crypto.

Each payment, conversion, staking reward and fee becomes a journal entry in Tallyfold with its USD value at the moment it happened. Your finance team reviews the entries, matches them to invoices and closes the month without exporting spreadsheets by hand.

How to Connect

1. In Tallyfold, open Integrations and select Cryptor.

2. Sign in to your Cryptor business account and approve the connection.

3. Map Cryptor activity types to accounts in your chart of accounts.

4. Choose a start date for the first sync.

5. Review the first batch of entries before you turn on daily sync.

Permissions and Security

Tallyfold connects through OAuth with read-only access to your business account. It reads transactions and balances to create entries. It cannot send payments, convert funds or change account settings.

• Only account owners and admins can approve the connection.

• Access is limited to the business account you select.

• Disconnect from either app and syncing stops right away.

Good to Know

Rates come from the same Cryptor market data you see in the app, so the values in your books match your statements. Entries that do not fit a mapping rule land in a review queue instead of being posted to a default account.

Need a hand with the setup or a permission you do not see here? Contact our team and we will walk you through it, usually within one business day.