Books Intro

📊 BlockPeer Books

Complete Fiat & Digital Asset Accounting Platform

What It Does

BlockPeer Books is a complete accounting software that combines traditional accounting (invoices, bills, payments) with modern digital asset tracking (crypto, blockchain). Manage all your finances in one place—whether you're dealing with traditional money or digital assets.

Core Accounting Features

Document Management

Create and manage Invoices (record sales)
Create and manage Bills (track purchases)
Generate Credit Notes (refunds/returns)
Generate Debit Notes (corrections)
Track all documents with unique references
Auto-number sequences for compliance

Party Management

Create and organize Customer profiles
Create and organize Vendor/Supplier profiles
Maintain contact information
Track customer credit terms
Monitor vendor payment terms
Payment history per party
Credit limit tracking

Transaction Recording

Record Payments (money in and out)
Auto-categorize transactions
Manual transaction entry
Bulk import from Excel/CSV
Auto-sync from wallets and exchanges
Recurring transaction setup
Transaction approval workflows

Multi-Currency & Multi-Blockchain

25+ blockchain support (Bitcoin, Ethereum, Polygon, Solana, etc.)
Multi-currency accounting (USD, EUR, INR, GBP, etc.)
Automatic exchange rate updates
Convert between currencies
Separate accounting by blockchain
Unified reporting across all assets

Financial Reports

BlockPeer Books generates comprehensive financial reports:

Core Financial Statements

Balance Sheet: Shows what you own (Assets), what you owe (Liabilities), and net worth (Equity) as of a specific date
Profit & Loss (Income Statement): Shows revenue, expenses, and net profit/loss for a period
Cash Flow Report: Shows money coming in and going out
Trial Balance: Verifies accounting accuracy (debits = credits)

Detailed Reports

Ledger Summary Report: Complete transaction details by account
Customer Report: Sales by customer, aging of receivables
Vendor Report: Purchases by vendor, aging of payables
Tax Report: Tax liability, deductible expenses, capital gains/losses
Asset Register: Fixed assets, depreciation, disposal records

Cryptocurrency-Specific Reports

Cost Basis Report: Track what you paid vs. what you sold (for taxes)
Holdings Report: Current crypto positions and valuations
Staking & Mining Income: Track all passive income sources
Gain/Loss Report: Realized and unrealized gains/losses by coin

Key Capabilities

1. Complete Invoice Management

Create Invoices: Record sales to customers
Invoice Tracking: See which invoices are paid, unpaid, overdue
Recurring Invoices: Auto-generate invoices for subscriptions
Invoice Reminders: Automatic payment reminders to customers
Invoice Aging: See who owes money and how long overdue
Tax Compliance: Include tax calculations automatically

2. Bill Management

Create Bills: Record purchases from vendors
Bill Approval: Multi-level approval workflows
Payment Scheduling: Set when to pay bills
Bill Reminders: Get notified before payment due
Bill Status Tracking: Draft, approved, paid, late

3. Customer Management

Customer Profiles: Store contact, billing, shipping info
Credit Limits: Set maximum credit per customer
Payment Terms: Track Net 30, Net 60, etc.
Customer History: View all past transactions
Outstanding Balance: See who owes how much
Credit Notes: Track refunds and returns

4. Vendor Management

Vendor Profiles: Store contact, banking info
Payment Terms: Track vendor payment requirements
Vendor History: View all past purchases
Outstanding Balance: See what you owe vendors
Debit Notes: Track corrections and adjustments
Preferred Vendors: Mark priority suppliers

5. Payment Processing

Record Payments: Track money in and out
Payment Methods: Bank transfer, credit card, cash, crypto
Payment Approval: Require approval before paying
Payment Status: Pending, processed, cleared
Payment History: Complete audit trail
Reconciliation: Match bank statements to payments

6. Chart of Accounts

Pre-built Structure: 50+ default accounts
Custom Accounts: Create accounts specific to your business
Account Hierarchy: Parent-child account structure
Account Status: Active, inactive, or archived
Multi-currency Accounts: Different currencies per account
Account Reconciliation: Verify balances monthly

7. Automated Features

Auto-Sync: Transactions from wallets sync automatically
Auto-Categorize: Rules to automatically categorize transactions
Auto-Number: Documents numbered automatically for compliance
Recurring Transactions: Rent, salaries, subscriptions
Bank Reconciliation: Reconcile accounts monthly
Period Close: Lock completed periods for audit trail

Who Should Use Books

✅ Perfect for:

Small businesses and startups
Freelancers and sole proprietors
E-commerce businesses
Consulting firms
Crypto and blockchain businesses
Trading firms and investment companies
Non-profits and charities
Accounting firms managing client accounts
Finance teams in larger organizations
Businesses with international operations
Companies with digital and fiat assets

Key Features at a Glance

Feature	Benefit
25+ Blockchains	Track digital assets anywhere
Multi-Currency	Work globally without friction
Auto-Sync Wallets	No manual data entry needed
Multi-party Approvals	Control over payments and expenses
Tax Reports	Ready for accountant/filing
Crypto Cost Basis	Automatic tax gain/loss calculation
Recurring Transactions	Save time on repetitive entries
Bank Reconciliation	Verify accuracy monthly
Audit Trails	Complete history for compliance
Customer/Vendor Management	Organize all parties in one place
Automated Invoicing	Send invoices automatically
Payment Tracking	Know who owes what, when due
Real-time Reports	See finances anytime
Custom Reports	Create reports specific to your needs

Best Practices in Books

Daily

✅ Review pending transactions
✅ Approve invoices and payments
✅ Record any manual transactions

Weekly

✅ Verify payments processed
✅ Review cash position
✅ Check for aging invoices (follow up on unpaid)

Monthly

✅ Reconcile all accounts
✅ Close the month
✅ Generate reports
✅ Review profit/loss
✅ Plan cash flow for next month

Quarterly

✅ Generate tax reports
✅ Review budget vs. actual
✅ Analyze trends
✅ Plan for upcoming needs

Annually

✅ Generate year-end tax report
✅ Complete financial audit
✅ Prepare for accountant/IRS
✅ Plan next year budget

Integration with Wallet

Auto-sync crypto transactions
Track asset values
Record wallet transactions

Time to Set Up

Activity	Time
Add organization info	3 min
Connect first wallet	2 min
Connect exchange	3 min
Create Chart of Accounts	5-10 min
Add first customer	2 min
Create first invoice	5 min
Total	20 min

Key Question

"Do you need to manage finances, track transactions, generate reports, and maintain compliance?"

If YES → Books is perfect for you

What You'll Have After Setup

✅ Complete chart of accounts
✅ Connected wallets and exchanges
✅ Auto-syncing transactions
✅ Customer and vendor profiles
✅ Ability to create invoices and bills
✅ Access to all financial reports
✅ Tax-ready documentation
✅ Multi-user access with approvals

Next Steps

→ Getting Started with Books - Step-by-step setup guide → Understanding Accounts - Chart of accounts guide → Recording Transactions - How to record invoices, bills, payments → Generating Reports - How to create financial reports

📊 BlockPeer Books​

What It Does​

Core Accounting Features​

Financial Reports​

Key Capabilities​

1. Complete Invoice Management​

2. Bill Management​

3. Customer Management​

4. Vendor Management​

5. Payment Processing​

6. Chart of Accounts​

7. Automated Features​

Who Should Use Books​

Key Features at a Glance​

Best Practices in Books​

Daily​

Weekly​

Monthly​

Quarterly​

Annually​

Integration with Wallet​

Time to Set Up​

Key Question​

"Do you need to manage finances, track transactions, generate reports, and maintain compliance?"​

What You'll Have After Setup​

Next Steps​