CryptoBooks, a company specialising in digital asset taxation, has announced its rebranding as Finbooks, marking a strategic shift that reflects an irreversible transformation in global financial markets.
In recent years, the boundary between traditional finance and digital assets has gradually blurred. Bitcoin and cryptocurrencies now coexist alongside shares, bonds, ETFs and derivatives within an increasingly integrated and interconnected ecosystem. Crypto exchanges offer derivatives and tokenised shares, whilst decentralised protocols already allow for the continuous trading of contracts on commodities, oil and indices, 24 hours a day. At the same time, traditional financial institutions are providing access to cryptocurrency-linked ETFs.
In this new landscape, the distinction between traditional and digital finance is becoming irrelevant. Finance has become a single entity.
It is precisely in response to this trend that Finbooks was created: a platform designed to support investors, businesses and intermediaries in the tax and accounting management of increasingly complex portfolios, spread across multiple platforms and asset classes. By connecting to banks, securities accounts, online brokers, exchanges, crypto wallets and decentralised protocols, Finbooks enables users to aggregate and monitor financial transactions from any source within a single environment.
The rebranding reflects a new identity and a broader vision: not only to help users and organisations comply with tax regulations, but also to provide advanced tools for performance monitoring and tax optimisation of investments.
The new name clearly reflects this direction. “Fin” evokes a vision of finance where the boundaries between traditional and digital no longer exist, whilst “Books” evokes the very heart of accounting and tax management: bookkeeping.
Finbooks positions itself as Europe’s leading AI-powered tax compliance platform for investments, designed to automate and simplify tax reporting across all asset classes.
The platform is designed to cater to a wide range of users, from private individuals to professional operators. Individual investors can access pre-filled tax returns for digital assets and traditional financial instruments, whilst businesses can efficiently manage their treasury and investment accounting, including investments in cryptocurrencies. At the same time, Finbooks offers financial intermediaries an advanced API-based technological infrastructure, sophisticated reporting tools and compliance solutions for their clients.
The platform is underpinned by a technological infrastructure that integrates artificial intelligence and accounting automation. The system is capable of aggregating data from diverse sources, automatically classifying financial transactions, generating tax reports compliant with local regulations, and offering a conversational interface that simplifies user interaction. The aim is to make tax compliance for investments a simple, automated and accessible process, for both individuals and complex organisations.
Finbooks is already operating in six European markets, including Italy, Spain, Portugal, France, Germany and the United Kingdom, and plans to expand further in the coming months with the aim of becoming the leading European platform for investment taxation.
Federico Pacilli, CEO of Finbooks (pictured with the team), comments in a statement: “The transition from CryptoBooks to Finbooks represents much more than a name change. It is recognition of a structural transformation in global finance. Investors today operate without boundaries between digital assets and traditional instruments, but face increasing operational and tax complexity. Our mission is to offer a vertical AI platform capable of simplifying this complexity, enabling users to monitor the performance of all investments, aggregate data from multiple sources and automatically manage tax compliance. We want not only to ensure compliance but also to offer concrete tools for tax optimisation and savings.”
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