Real-time bookkeeping, tax strategy and business banking for creators, coaches, consultants and online business owners
Interactive Brokers annual reports for Finnish taxation
Stage
Startup
Not given
Founded
2026
Not given
Based in
US
FI
Pricing model
Paid
Open source
Pricing
LLC Bundle: $249/month for businesses making $40K-$69K, includes monthly profit and loss reports, tax set-aside management, expense categorization, real-time dashboard, and individual tax return. S Corp Bundle: $349/month for businesses making $70K+, includes S Corp election, business return, averag
Not given
Key features
Automated bookkeeping and expense categorization
Real-time financial dashboard
Payroll processing and administration
Tax strategy and S-Corp optimization
Federal, state and local tax filing across 48+ jurisdictions
Business bank account connections
Dedicated US-based bookkeeper support
Multi-entity and multi-state tax support
Accounts receivable and payable management
CFO advisory and financial planning
Processes Interactive Brokers Activity Statements in CSV and PDF format
Combines multiple reports from the same account and period
Generates accounting records and balance sheets for corporations
Calculates capital gains, dividends and interest for individuals
Local processing with no data transmission
Configurable asset classification for tax purposes
Supports ETF and fund symbols classification
Exports year-end figures in JSON format for following year
What makes it different
Average $10,000/year tax savings for members
Real accountants specializing in small business, not automated service
Automatic deduction discovery and tax optimization
Scales from solo LLC to complex multi-entity businesses
Books close automatically with accountants and engineers working together
Privacy-focused: all calculations performed locally without transmitting financial data
Open source code available on GitHub under MIT license
Specialized for Finnish tax requirements and reporting standards
Supports both corporate and individual tax scenarios
Amadae