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Scope Request Form
Key Account Information
Please fill out all questions.
How many users WITHIN your organization will need access to Lukka software (i.e., employees)?
How many users OUTSIDE your organization will need access to Lukka software (i.e., fund managers, auditors, etc.)?
How many separate entities should be created in the software for your needs?
Is historical reconciliation needed?
- Select -
Yes
No
What is an estimate of your TOTAL historical transaction volume in transaction count (not value)?
On a go-forward basis how many transactions per month do you anticipate (count, not value)?
For what time period do you have transaction history?
Do you maintain your own transactional database?
- Select -
Yes
No
Do you maintain client trade/transfer data that requires additional consideration?
- Select -
Yes
No
What accounting methodology do you use?
- Select -
LIFO
FIFO
HIFO
Average Cost
Multiple/Other
What will be your source of asset starting balances and cost basis?
- Select -
Provided (by Customer)
Calculated (by Lukka using history)
Pricing Source (for crypto valuations)
- Select -
Lukka Prime
CoinCap.io
CoinMarketCap
Other (describe)
Do you use crypto in your operations (i.e., receive crypto income, pay operating expenses in crypto, etc.)?
- Select -
Yes
No
What relevant downstream system do you use (i.e. General Ledger system)?
Geneva
NetSuite
Paxus
Quickbooks
Workday
Xero
Other
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Asset Support and Connectivity
Please provide a list of fiat currencies you are currently transacting in
Select all that apply
CNY
USD
EUR
JPY
GBP
KRW
INR
CAD
HKD
AUD
Other
Other
Please provide a list of cryptocurrencies you are currently transacting in
Select all that apply
BTC
ETH
USDT
BNB
USDC
BUSD
XRP
DOGE
ADA
MATIC
DOT
DAI
SHIB
OKB
SOL
TRX
LTC
UNI
AVAX
LINK
ATOM
ETC
XMR
XLM
ALGO
BCH
CRO
NEAR
FIL
VET
FLOW
XTZ
THETA
SAND
AAVE
Other
Do you have additional crypto activities?
- Select -
Yes
No
Please specify
Staking
Mining
NFTs
Validators
Providing Liquidity
Other
Will you require blockchain connectivity (i.e., Nodes that can pull blockchain data directly into the software)?
- Select -
Yes
No
Please specify any blockchains that you are currently utilizing or intend on utilizing in the future
Select all that apply
Algorand
Arbitrum
Avalanche C-Chain
BNB Smart Chain
Bitcoin
Bitcoin Cash
Cardano
Dash
Dogecoin
Ethereum
Fantom
Filecoin
Litecoin
Optimism
Polygon
Solana
Tron
Zcash
Other
Does your data set contain derivatives?
- Select -
Yes
No
Please specify
Futures
Options
Other
Will you require the ability to schedule and automate API calls?
- Select -
Yes
No (we will manually run APIs ad hoc)
How many times per day do your APIs need to run?
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Reporting
Output parameters and options
Will you require tools to help reconcile discrepancies across accounts and balances?
- Select -
Yes
No
Do you need the ability to generate tax reports?
- Select -
Yes
No
Will you require the ability to schedule and automate gain/loss processing?
- Select -
Yes
No
Reporting Output Currency
Select all that apply
CNY
USD
EUR
JPY
GBP
KRW
INR
CAD
HKD
AUD
BTC
ETH
Other
Will you require the ability to schedule and automate reporting output generation?
- Select -
Yes
No (we will run reports ad hoc)
What output would you like to see your reporting in?
- Select -
Lukka Web Portal
CSV output
API (requires build)
Other
Report Output Frequency
- Select -
Annually
Quarterly
Monthly
Weekly
Daily
Other
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