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Episode 50 | Tal Zackon from Tres Finance on Tracking DeFi & TradFi Transactions Simultaneously
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The theme of this episode is tracking DeFi transactions, and providing the CFO managing their crypto treasury with how to generate a historical report of their DeFi positions, with their realized & unrealized gains/losses, interest income & losses & rewards earned.
If you’re not using a dedicated crypto tool, and having to manually retrieve the data from inspection tools, like block explorers, the monthly/annual reporting and cash flow forecasting can be very time-consuming.
On episode 50, I spoke with Tal Zackon, the Co-Founder & CEO of Tres Finance.
Tres Finance provides you with a one-source truth to track and consolidate your DeFi and TradFi transactions simultaneously and stay compliant with your accounting and audit.
Topics covered;
- Episode intro (00:40)
- Story of Tal co-founding Tres (2:20)
- Challenges tracking on-chain transactions (8:27)
- What is Tres Finance (10:59)
- What is a financial data lake (15:02)
- Sub ledgers v/s financial data lake (18:16)
- Onboarding with Tres (19:13)
- Thank you to our sponsor Convoy Finance (20:54)
- Capturing onchain & offchain transactions with Tres Link (22:30)
- Use cases of clients using Tres (23:30)
- Automation practices & labeling (27:38)
- Integration with Xero, Quickbooks, Oracle Netsuite (29:27)
- Reconciliation with ERP integration (32:06)
- How Tres compares to its competitors - Bitwave, Cryptio, Cryptoworth (33:05)
- Banking integrations - Plaid (36:54)
- Thank you to our sponsor Web3CFO Club (37:53)
- Pricing with Tres (39:36)
- Certification program for accounting & audit firms (44:11)
- Roadmap and upcoming milestones (46:28)
- Challenges for adoption (48:57)
- Closing thoughts (50:15)
- How to reach out to Tal (51:43)
Brought to you by
Web3CFOclub - A community of web3 CFOs sharing best practices around web3 financial operations
👉 Join now for in-person events and grow your network at theaccountantquits.com/web3cfo/
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Follow Tres Finance:
Twitter: https://twitter.com/TresDotFinance
Follow Tal Zackon:
Twitter: https://twitter.com/TalZackon
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Website
For show notes and past guests, please visit theaccountantquits.com/podcast/
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