Sign in before workspace access No seed phrases You sign every payment
Protected onboarding Sign-in required
Identity boundary · 01
Verify the person before opening the workspace.
A short email code creates or reopens one isolated workspace. Viewing access never becomes payment approval by accident.
Identity
EMAIL_OTP
Session
12 hours
Workspace
Isolated
01Email
02Verified identity
03Private workspace
Public site → email identity → private workspaceNothing here connects, signs or moves funds
01 / THE DIFFERENCE
A portfolio is a number. A finance system explains it.
Atlas separates capital, income, expenses, investment return, fees and liabilities—then ties every movement back to its source.
02 / START WITH IDENTITY
No dashboard before sign-in. No live claim before evidence.
Atlas opens an empty, private workspace first. Each next capability becomes available only after its own verification boundary is satisfied.
01
Sign in
Verify an email and open one isolated workspace.
02
Add a source
Choose a public address, Safe or read-only exchange path.
03
Verify scope
Confirm network, ownership and permissions independently.
04
Build the record
Normalize, classify and reconcile source evidence.
05
Review or prepare
Export reports or prepare a payment without surrendering keys.
YOUR FIRST ACTIONVerify your email. The workspace comes next.Continue with email
YOUR REPORTING PERIMETER
CBCoinbaseVerified
SFBase SafeManaged
ΞVaultVerified
WOWatch onlyExcluded
01
ALIGN ACCOUNTS
One boundary. No double counting.
Verify what you own, what you manage and what you only watch. Each account belongs to one reporting boundary, so personal and company money never quietly blend.
Wallet, exchange, Safe and manual accounts
Visible coverage and freshness
Watch-only balances excluded by default
Suggested match98% confidence
CBCoinbase−25,000 USDC
SFBase Safe+24,995 USDC
Both accounts verified Records four minutes apart $5 withdrawal fee isolated
Internal transfer · $0 income · $0 expense
02
EXPLAIN MOVEMENT
Every number comes with evidence.
Atlas matches both sides of a transfer, preserves the fee and shows why it reached a conclusion. Correct it once and the rule becomes part of your operating memory.
Prepare, approve and reconcile. Never hand over the keys.
Business approval is not a wallet signature, and a signature is not a completed payment. Atlas keeps every state separate until final chain evidence closes the books.
Safe and EOA flows stay distinct
Partial success is never hidden
Every final payment becomes a ledger record
03 / ONE OPERATING LOOP
See it. Understand it. Control it. Move it. Close it.
01
Observe
Bring every owned and managed account into view.
02
Understand
Separate money movement from actual performance.
03
Control
Apply ownership, rules, roles and approval policy.
04
Execute
Construct a payment the user or Safe signs.
05
Reconcile
Tie chain evidence to the ledger and report.
04 / TRUST BY DESIGN
Your finance system should reduce risk—not ask for more power.
Atlas keeps the data path and execution path logically separate. Read credentials cannot move funds. The server never stores a private key.