Crypto Treasury Management Platform For Enterprise Finance Teams
Real-time visibility across all wallets, chains, and custodians. Risk analytics. Professional reporting. Built for CFOs who need answers, not spreadsheets.
Why Treasury Teams Struggle With Crypto
Digital assets demand new approaches. Spreadsheets and legacy tools weren't built for multi-chain, real-time treasury operations.
Zero Visibility
Assets scattered across wallets, chains, and custodians. No single source of truth.
Manual Reporting
Hours spent compiling spreadsheets for board meetings and audits.
Risk Blindspots
Concentration risk, counterparty exposure, and liquidity gaps go unnoticed.
Access Control Gaps
No clear separation of duties between operations, finance, and executive teams.
Complete Treasury Visibility & Control
Coincile gives your treasury team a single source of truth for all digital assets, with the analytics and reporting tools finance teams actually need.
Unified Treasury Dashboard
See your entire digital asset position across all wallets, chains, and custodians in real-time.
- Multi-chain balance aggregation
- Real-time price feeds from multiple sources
- Custom base currency conversion (USD, EUR, BTC)
- Historical position snapshots on-demand
Cash Flow Tracking & Forecasting
Monitor inflows and outflows across your entire treasury operation with intelligent categorization.
- Automated transaction categorization
- Runway and burn rate calculations
- Stablecoin vs volatile asset breakdown
- Scheduled payment tracking
Treasury Risk Analytics
Identify and monitor concentration risk, counterparty exposure, and liquidity metrics.
- Asset concentration alerts
- Counterparty exposure limits
- Liquidity ratio monitoring
- Custom risk threshold notifications
Multi-Signature Wallet Management
Track and reconcile multi-sig transactions with full approval workflow visibility.
- Gnosis Safe, Fireblocks, BitGo support
- Pending transaction monitoring
- Signer activity tracking
- Policy compliance verification
Executive & Board Reporting
Generate professional treasury reports for stakeholders, auditors, and regulators.
- Customizable report templates
- Point-in-time balance attestation
- Asset allocation visualizations
- Scheduled automated delivery
Role-Based Treasury Access
Implement proper separation of duties with granular permission controls.
- View-only access for executives
- Operations team transaction entry
- Finance team reconciliation
- Auditor read-only portal
Connect Your Entire Treasury Stack
Seamless integrations with custodians, wallets, blockchains, and accounting systems.
Fireblocks Custody 
BitGo Custody 
Gnosis Safe Multi-Sig 
Ledger Hardware 
Ethereum Blockchain 
Bitcoin Blockchain 
Polygon Blockchain 
Solana Blockchain 
Arbitrum L2 
Xero Accounting 
QuickBooks Accounting 
NetSuite ERP +50 more integrations including custom API connections for enterprise clients
Trusted by Treasury Teams Worldwide
"We finally have a single dashboard our CFO can check before board meetings. No more 4-hour spreadsheet marathons."
"The risk alerts caught a concentration issue we'd missed for months. Coincile paid for itself in the first week."
"Our auditors love the point-in-time snapshots. What used to take 2 weeks of back-and-forth now takes an afternoon."
Bank-Grade Security for Your Treasury
Your treasury data is protected by the same security standards used by financial institutions. We never have access to your private keys.
- SOC 2 Type II Certified Annual third-party security audits
- Read-Only Integrations No private key access, ever
- SSO & 2FA Enterprise authentication options
- Complete Audit Logs Every action tracked with timestamps
Treasury Management FAQ
How quickly can I see all my treasury positions in one place?
Most treasuries are fully onboarded within 24-48 hours. Simply connect your wallets, exchange accounts, and custodians through our secure API integrations. Balance aggregation begins immediately, with full historical data available within hours.
What chains and custody solutions do you support?
We support 50+ blockchains including Ethereum, Bitcoin, Solana, Polygon, Arbitrum, Optimism, and more. For custody, we integrate with Fireblocks, BitGo, Anchorage, Copper, and all major institutional providers. We also support Gnosis Safe and other multi-sig solutions.
Can multiple team members access the treasury dashboard with different permissions?
Yes. Our role-based access control lets you define exactly what each team member can see and do. Common configurations include view-only for executives, transaction entry for operations, reconciliation access for finance, and read-only audit portals.
How do you handle fair value pricing for illiquid assets?
We aggregate price data from multiple sources including exchanges, DEX aggregators, and oracle networks. For illiquid assets, we support custom pricing methodologies including cost basis, last trade, and manual fair value overrides with full audit trails.
Can Coincile generate reports for our board and auditors?
Absolutely. Our reporting suite includes customizable templates for board presentations, audit attestations, and regulatory filings. Reports can be scheduled for automatic delivery and include point-in-time balance snapshots with cryptographic verification.
What security measures protect our treasury data?
We're SOC 2 Type II certified with bank-grade security. All data is encrypted at rest and in transit. We support SSO, 2FA, IP allowlisting, and provide complete audit logs of all platform activity. We never have access to your private keys.
Take Control of Your Crypto Treasury
Join finance teams using Coincile for real-time visibility and professional reporting
Free 14-day trial • No credit card required • Enterprise plans available