What is Picante?

Picante serves as a comprehensive platform for managing crypto portfolios and treasury operations.

It empowers users to effortlessly oversee their cryptocurrency wallets, positions in protocols, centralized exchange accounts, and traditional bank accounts, while also facilitating monitoring, generating financial reports, privately sharing information with important stakeholders, and creating public financial dashboards that enhance transparency and trust in their projects.

Designed for two main groups:
(1) Web3 Companies & DAOs: to effectively manage their treasury, analyze spending patterns, produce business reports, and disseminate essential financial information to stakeholders.
(2) Investors: to keep a close watch on the financial status and performance metrics of their portfolio companies.

Highlighted Features for Web3 Companies & DAOs:
• Dynamic dashboards that provide real-time insights into treasury status and historical data trends.
• Accounting tools to maintain organized records.
• Private dashboards tailored for internal use alongside public dashboards accessible to anyone online.
• Tools for generating detailed financial reports.
• An up-to-the-minute notification system for on-chain events.

Highlighted Features for Investors:
• A real-time dashboard dedicated to assessing the financial wellbeing of portfolio firms.
• Search tools that allow users to filter companies according to certain metrics, such as asset distribution.
• Communication tools designed for engaging with portfolio companies during critical situations.

With these features, Picante ensures that both companies and investors can stay informed and make strategic decisions based on accurate financial insights.

Pricing

Price Starts At:
FREE
Price Overview:
Paid accounts are charged monthly per seat.
Free Version:
Free Version available.

Integrations

No integrations listed.
Similar Software to Picante
ZenTreasury Reviews & Ratings
ZenTreasury
(9 Ratings)
ZenTreasury provides CFOs, treasurers, and finance experts with tools to enhance financial operations through a comprehensive Treasury Management System (TMS). Our platform simplifies processes such as cash forecasting, lease accounting, and treasury workflows, offering real-time insights and automation that lessen complexity while ensuring compliance. You can begin with our Freemium plan, ideal for cash forecasting and liquidity management, or choose one of our Premium plans that include advanced features tailored for expanding businesses. The lease accounting module of ZenTreasury facilitates adherence to IFRS 16, automating amortization schedules, tracking key dates, supporting multiple currencies, and managing cost center allocations, all backed by validation from a reputable international audit firm for reliable accuracy. ZenTreasury also enhances treasury functions by providing effective management of financial contracts, risk mitigation strategies, and optimization of cash flow through robust reporting and analytical capabilities. As a secure SaaS solution or as a Private Cloud deployment on Microsoft Azure, AWS, or Google Cloud, ZenTreasury offers both flexibility and enterprise-grade security to meet your requirements. By choosing ZenTreasury, you join an expanding community of finance professionals who are revolutionizing their operational practices and achieving greater efficiency.
Learn more
SAP S/4HANA Cloud Public Edition Reviews & Ratings
SAP S/4HANA Cloud Public Edition
(2881 Ratings)
SAP S/4HANA Public Cloud serves as an advanced ERP solution that facilitates rapid digital transformation through AI-driven insights, adherence to industry standards, and an intuitive user experience. By enhancing operational efficiency, empowering decision-making, and revealing new avenues for growth, it stands out as a comprehensive tool for modern businesses. Key features include compliance with SOX and GAAP, robust financial controls, detailed forecasting and reporting, and effective treasury and tax management. Additionally, it offers automation through AI, machine learning, and robotic process automation, alongside efficient supply chain and inventory management solutions. With templated integrations and strong manufacturing capabilities, it supports scalability for businesses of all sizes. Embracing industry innovation is essential to propel growth in revenue, efficiency, and profitability. Continuous improvement is the cornerstone of optimizing business operations and processes, ensuring that organizations stay competitive in their respective markets. Therefore, selecting a dedicated partner who is committed to your success is crucial in navigating this journey.
Learn more
Koinly Reviews & Ratings
Koinly
(2031 Ratings)
Simplify your tax reporting process with Koinly, a tool designed to ensure accuracy and reliability; just link your exchange accounts or public addresses, and Koinly will handle the calculations of your capital gains, ultimately producing a tax report ready for the next filing season. The final report provided is approved by tax agencies, making it straightforward to print and submit. Koinly offers a comprehensive accounting and tax reporting solution tailored for cryptocurrency enthusiasts, investors, and accountants alike. With an impressive range of over 700 integrations, Koinly is compatible with upwards of 400 exchanges, 100 wallets, and more than 170 blockchains, enabling users to maximize their cryptocurrency capital gains effectively. You can consolidate all your transactions in one convenient location, eliminating the hassle of switching between various wallets and accounts. By easily syncing your data with Koinly, you gain a clear overview of your entire trading history. Tracking your cryptocurrency assets and associated tax obligations is effortless, as you can monitor your total holdings and portfolio growth over time across all your wallets and exchanges, alongside your tax responsibilities. Additionally, Koinly equips you with tools to identify and resolve any discrepancies in your transactions, helping to eliminate the headache of unexpected gains and erroneous tax reports. With Koinly, you can confidently preview your capital gains and tax obligations for free before generating the necessary tax documentation.
Learn more
ZenLedger Reviews & Ratings
ZenLedger
(36 Ratings)
Monitor your cryptocurrency transactions and assess your earnings effortlessly. With ZenLedger, you can swiftly create the necessary crypto tax documentation and financial summaries tailored to your needs. The platform is designed to work seamlessly with all leading exchanges such as Binance and Coinbase, accommodating various cryptocurrencies like Bitcoin, Ethereum, and Litecoin, as well as traditional fiat currencies. Regardless of whether you're an active trader, a miner, or a long-term investor, ZenLedger generates Profit and Loss statements suitable for both you and your tax advisor. The service comprehensively imports all your trading activities and organizes your essential paperwork, which includes Capital Gains Reports, Income Reports, Donation Reports, and Closing Reports. Furthermore, ZenLedger offers the opportunity to connect with a tax expert, such as a tax attorney, CPA, or Enrolled Agent, ensuring your tax filing process is both quick and effective while employing optimal tax strategies. Each fully prepared package includes the 1040 form along with all necessary schedules, although it is important to note that all services are subject to specified time constraints. Taking advantage of ZenLedger not only simplifies your tax preparation but also helps maximize your financial returns.
Learn more

Screenshots and Video

Treasury Overview Page

Treasury Overview Page

Treasury Overview Page Treasury Debt - AAVE Integration End of Month Statements - Crypto Wallet

Company Facts

Company Name:
Picante
Date Founded:
2022
Company Location:
EU
Company Website:
picante.io
Edit This Page

Product Details

Deployment
SaaS
Training Options
Online Training
Webinars
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Picante Categories and Features

Treasury Software

Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management

Crypto Portfolio Management Software

Picante Customer Reviews

Write a Review
  • Reviewer Name: Da K.
    Position: Contributer
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Saves us massive amounts of time

    Date: May 10 2023
    Summary

    Makes our life a million times easier by having live data and not needing to constantly update spreadsheets.

    Positive

    Love how I can easily track all our assets across chains and CEXs. Best part in my opinion is the fact they pull data directly from the blockchain so I don't need to grant any wallet permissions.

    Also really like the statement section. Having all the historical wallet statements makes our CFO happy.

    Negative

    Would like to see more protocol integrations, that being said, I reached out to their team and they said coming soon. They seem to be cranking stuff out so feeling confident

    Read More...
  • Reviewer Name: Paul M.
    Position: CEO
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Finally able to track our vaults

    Date: May 10 2023
    Summary

    Best product of its kind. We've tried everything, including creating synthetic currencies to track tokens in Xero. This product is a godsend.

    Positive

    Easy to track multiple vaults. We finally know the value of our holdings and we now have no problem tracking our transactions.

    Negative

    No anonymous logins. If their database ever gets hacked, everyone will know what we control.

    Read More...
  • Previous
  • You're on page 1
  • Next