Reconcile crypto trades across chains and post them to Xero with Claude Code

Posted

Apr 9, 2026 by Raman (@ksaitor)

·

Last checked

Oct 16, 2026

·

Method:

How we verify

Evidence: Described by posterThe person describes what happened in words, without screenshots or video.

Outcome

Claude Code tracked on-chain swaps across 10+ assets, produced a monthly gain/loss breakdown with reconciled exchange rates, then built a Xero connection and posted journal entries.

Agent

Claude Code

The source didn't share its exact prompt, so we wrote this from what it describes.

Here's a task I'd like your help with. Read it all the way through before you start.

Goal: Work out my crypto gains and losses by month and prepare the entries for my accounting software.

Check with me first: Which wallets and exchanges should you include, and for what period?

What I'll give you:
- My wallet addresses and exchange exports
- Access to my accounting software (Xero here)

Rules:
- Track every swap and transfer, and use exchange rates from reliable sources.
- Show the monthly gain/loss breakdown before posting anything.
- If something is missing or unclear, ask me instead of guessing.
- Only post journal entries after I approve them.

Output: A monthly gain/loss summary and the journal entries, posted once I approve.

You'll know it worked when: the numbers reconcile and the entries in my books match the summary.

Here's a task I'd like your help with. Read it all the way through before you start.

Goal: Work out my crypto gains and losses by month and prepare entries for Xero.

Quick check first: tell me if anything below is missing or unclear.

Inputs (fill in or confirm):
- Wallet addresses and exchange exports
- Period
- Cost basis method
- Base currency
- Accounting chart of accounts

Rules:
- Track every swap, bridge and fee across chains.
- Use a stated cost basis method consistently.
- Price each transaction at its timestamp from a named source.
- Prepare journal entries for review.
- Separate realized and unrealized gains.
- Record gas fees as costs per my method.
- Keep a link to each on-chain transaction.

Checkpoint: Don't post to Xero without approval.

If you get stuck: If a transaction can't be priced, flag it. If a login, CAPTCHA or two-step code appears, stop and ask me to handle it; never guess or store passwords.

Verify before you finish: Reconcile ending balances per wallet.

Output: Monthly gains table, journal entries and exceptions.

Done when: balances reconcile and entries are ready.

Source

https://x.com/ksaitor/status/2042163099600638171