Cardinal Finance
Cardinal Finance
Financial risk, understood.
Wallet exposure, counterparty screening, on-chain monitoring, and crypto-native invoicing for treasury teams.
What's included
Everything you need for Crypto & Financial Risk. Nothing you don't.
Crypto Portfolio Analyst
Treasury-grade reporting and on-chain risk across every wallet you hold.
Crypto Invoicing
Compliant freelancer and SMB invoicing in stable and native assets.
Crypto Compliance Guide
Plain-English crypto compliance for SMBs, freelancers, and treasuries.
Digital Asset Estate Planning
Succession, recovery, and inheritance plans for crypto holdings.
Feature 01
Treasury-grade portfolio reporting.
See cost basis, realized and unrealized P&L, and exposure by asset and venue across every wallet you hold. Built for finance teams running a business — not traders chasing alpha.
- 0xA1…f3 · ETH · $182,400 · LOW exposure
- bc1q…lk · BTC · $96,100 · LOW exposure
- 0x9c…22 · USDC · $48,000 · LOW exposure
Feature 02
Compliant invoicing in stable and native assets.
Issue invoices payable in stablecoins or native assets — with FX, settlement, and accounting export handled. Real-time price capture means the dollar amount on your books is the dollar amount you settled.
- Service: GRC retainer · April
- Client: Acme Health Inc.
- Settlement wallet: bc1q…rk
Feature 03
Crypto compliance, in plain English.
A guided walkthrough of the compliance, tax, and reporting obligations that apply when you accept, hold, or pay in crypto. Tailored to your jurisdiction and business type.
- Form 1099-DA reporting workflow
- OFAC screening on payment counterparties
- Travel Rule documentation for transfers > $3K
- Custody policy & key recovery plan
Who it's for
Built for SMBs, freelancers, and treasuries that touch crypto and need to do it cleanly. You're not a hedge fund. You're not building a DEX. You hold some on the balance sheet, you bill some clients in stablecoins, and you need the paperwork to be defensible.
Ready when you are.
$9/month. Live in under 20 minutes. No sales calls.
Explore the platform
Every dimension of risk, in one platform.
Continuous security posture scoring with prioritized remediation. Pre-built incident response playbooks the AI tailors to your stack and obligations.
Policies, controls, evidence, and audit prep — generated, monitored, and exported by an autonomous engine.
Weekly executive briefings on the threats, regulations, and incidents that actually affect your business — not generic feeds.
Geopolitical, travel, and macro-risk monitoring scoped to where you operate, where your team travels, and where your customers live.