Works with the AI Agents you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIMuseMuseDotsDots+21 more

    Crypto Tax Reconciliation Engine

    1

    Normalizes crypto exchange CSVs, matches cross-wallet transfers, and flags gaps for tax-ready reconciliation.

    $39.99

    Secure checkout via Stripe

    Money-back guarantee

    Converts to your local currency at checkout

    Security scanned
    Crypto Tax Reconciliation Engine

    Crypto Tax Reconciliation Engine

    Example session with this skill installed

    I have a Coinbase CSV and a Metamask export for 2023. Normalize them, find transfers between them, and flag any gaps or duplicates for a US-based FIFO filing.

    • Read your context and instructions
    • Compiled the crypto tax reconciliation
    • Generated the data export

    I have processed the Coinbase and Metamask exports. I mapped 452 rows from Coinbase and 128 rows from Metamask, covering Jan 1, 2023, to Dec 31, 2023.

    Crypto Reconciliation Report

    1. Source Inventory

    SourceRow CountStart DateEnd DateStatus
    coinbase_2023.csv4522023-01-022023-12-28Normalized
    metamask_eth_0x...csv1282023-01-052023-12-30Normalized

    2. Transfer Matches (Confidence > 90%)

    DateAssetAmountFromToFee (Asset)Match Note
    2023-03-12ETH1.5000CoinbaseMetamask0.0005Hash: 0x4f...2a
    2023-08-20USDC5000.0MetamaskCoinbase12.50Amount match minus gas

    3. Exception Log (Review Required)

    IDCategorySeverityAssetReasonRecommended Action
    ERR-001Missing DataHighETHBalance jump at row 42Check for missing Feb trade
    DUP-004DuplicateMedBTCIdentical timestamp/qtyConfirm if Buy order split
    UNM-012UnmatchedHighLINKNo source for 50 LINKVerify DEX swap source

    4. Cost-Basis Prep Summary

    • Jurisdiction: USA
    • Method: FIFO
    • Currency: USD
    • Total Disposal Rows: 84
    • Ready for Review: 76
    • Flagged for Investigation: 8

    Next steps

    1. Review the UNM-012 transaction to identify the source of the 50 LINK tokens.
    2. Confirm if the DUP-004 BTC entry was a single order filled in two parts.
    3. Export the normalized_ledger_v1.csv for import into your tax software.

    coinbase_2023.csv

    CSV · data export

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Reconciling crypto transaction history across multiple exchanges and wallets is a manual nightmare for accountants and active traders. This skill automates the normalization, deduplication, and matching of CSV exports into a traceable, reviewable dataset.

    What it does

    • Source Normalization maps disparate exchange schemas into a unified format while maintaining row-level provenance.
    • Duplicate Detection flags potential double-counts based on source IDs and multi-factor similarity across timestamps and quantities.
    • Transfer Matching identifies movements between accounts by correlating hashes, addresses, and fee-adjusted amounts.
    • Gap Analysis highlights missing periods or transaction sequences where data continuity is broken.
    • Cost-Basis Prep organizes acquisition and disposal data according to specific jurisdictional reporting methods.

    How it works

    1. Scope and Inventory defines the tax period, reporting currency, and source files to establish the audit trail.
    2. Schema Mapping identifies transaction IDs, asset types, fees, and fiat values across all provided exports.
    3. Cross-Account Matching runs reconciliation logic to link transfers and flag unmatched movements as potential taxable events.
    4. Validation and Export generates exception logs and a final audit summary for human review.

    Frameworks & tools

    Works with standard crypto exchange CSV exports, blockchain explorer wallet histories, and accounting software import templates.

    Why this beats prompting it yourself

    Generic prompts often hallucinate missing data or fail to account for gas fees during cross-wallet transfers. This skill enforces strict provenance rules, ensuring every normalized row is traceable back to a specific source file and line number.

    Use cases

    • Clean up messy CSV exports from multiple exchanges for annual tax filing.
    • Audit a high-frequency trader's wallet history for missing acquisition data.
    • Prepare a transfer-match report to prove non-taxable movements between cold storage and exchanges.

    Known limitations

    Does not automatically apply tax treatment without jurisdiction facts. Requires manual review of flagged duplicate candidates and high-uncertainty matches.

    Does not provide tax advice or guaranteed authority acceptance. Requires human review of flagged duplicates and gap leads. Scoped to provided files only.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before any payment.

    Reviews

    No reviews yet

    Be one of the first to try it. Every listed skill goes through the trust checks below.

    Security scanned

    Checked by our 8-point scan before listing

    Fresh listing

    Recently published to Agensi

    Money-back guarantee

    Doesn't do what its page promises? You get your money back.

    Trust & safety

    Security scan

    Security scan passed 21 days ago

    Permissions

    Terminal / Shell
    Read Files
    Listed21 days ago

    What's inside

    Frequently Asked Questions

    The skill handles standard CSV exports from major exchanges and blockchain explorers. It is designed to be platform-agnostic, working within any AI agent environment that supports file processing and structured data analysis.

    Unlike a basic prompt, this skill uses a multi-step logic framework to account for gas fees, timestamp offsets, and source provenance. It ensures every transaction is traceable to a specific file and line number, preventing the hallucinations often found in generic AI responses.

    You receive the full logic framework for normalization, matching, and gap analysis, along with specific instructions for your AI agent to execute the reconciliation workflow. It includes templates for mapping various exchange schemas into a unified format.

    While the skill automates the heavy lifting of matching and deduplication, it is designed to flag 'high-uncertainty' matches for your approval. You will need to provide the specific tax jurisdiction rules and conduct a final review of the generated exception logs before filing.

    The skill identifies missing transaction sequences or time periods where data continuity is broken. It generates a specific 'Gap Analysis' report so you know exactly which exchange history or wallet address is missing from your audit trail.

    New in Finance & Accounting