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Build Your Crypto Financial Dashboard Using AI
CPD Webinar The CPD Group - Webinars

Build Your Crypto Financial Dashboard Using AI

Accredited With: The CPD Group
Accreditation Number: #500972
Provider: #787681
Provider Name: The Accountant Quits
CPD Credits: 1 Credit
Duration: 60 Minutes
Accredited: 08 Jan 2026 08 Jan 2029 ACTIVE

About This Webinar

Do you know your real-time cash position across crypto and fiat?

If you run a Web2 company, this is trivial.

Banking APIs → one dashboard → done.

But if you run a Web3 company, it’s a different story.

Your cash is spread across:
- Multiple wallets (Ethereum, L2s, Solana, Tron…)
- Centralized exchanges
- Onchain and offchain accounts that don’t talk to each other

Which means a simple question becomes painful to answer: “How much cash do we actually have right now?”

This is a problem Max Kalyuzhnyi, Head of Ops at Everclear Foundation, faced firsthand.

Instead of relying on spreadsheets or manual reconciliations, Max did what many Web3 operators eventually realize they need to do: He built his own dashboard.

On January 14th, Max will walk you through exactly how to build a real-time crypto + fiat cash dashboard, live, in under one hour.

What You’ll Learn
1. The tools and real-world use cases for treasury visibility in Web3
2. Why Web3 operators, finance teams, and accountants need to think a bit like engineers
3. How to pull onchain data across wallets and chains
4. How to consolidate balances into a single, usable view
5. How to build your own dashboard step-by-step, live

Tools Used
Google AI Studio, Moralis API

Who This Is For
1. Web3 operators and finance leaders
2. Treasury and accounting teams managing onchain funds
3. Founders who want real-time visibility without manual reporting
4. Accountants looking to understand how modern Web3 finance actually works

Summary

Knowing your real-time cash position is simple in Web2 — but in Web3, it’s anything but.

With funds spread across multiple wallets, blockchains, and centralized exchanges, Web3 teams often rely on manual processes just to understand how much cash they actually have.

In this live, hands-on workshop, Max Kalyuzhnyi, Head of Ops at Everclear Foundation, will show you how to build a real-time crypto + fiat cash dashboard in under one hour.

Using Google AI Studio and the Moralis API, you’ll learn how to consolidate balances across chains and accounts into a single, clear view — without relying on spreadsheets or manual reconciliation.

By the end of the session, you’ll walk away with a working dashboard and a practical framework for achieving real-time treasury visibility in Web3.

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Webinar Details

CPD Credits

1 Credit

CPD duration

60 minutes

Accreditation Number

#500972

Accredited With

The CPD Group

Status

✓ ACTIVE

Valid until 08 Jan 2029

Accredited Since

08 Jan 2026

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