Interactive Brokers annual reports for Finnish taxation
Stage
Not given
Not given
Founded
Not given
Not given
Based in
GR
FI
Pricing model
Not given
Open source
Pricing
Free: €0/month, includes all invoicing features up to €50,000 invoiced per year. Plus: €19/month, removes the revenue cap and adds multiple users, EC Sales List & EU OSS exports, API access (up to 1,000 calls/month), and AI-powered expense receipt scanning (up to 30/month). Enterprise: Custom pricin
Not given
Key features
Invoice creation with automatic tax calculation
Factur-X/ZUGFeRD compliant e-invoicing on every invoice
Multi-country support for Germany, Austria, Cyprus, and the US
DATEV, CSV and bulk invoice export
Automatic GiroCode (EPC QR) payment codes on EUR invoices
Storno/cancellation invoices
Shareable invoice links
Revenue dashboard with payment tracking
Support for 25 currencies
EU VAT ID validation against VIES
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
No configuration needed—tax rules and e-invoicing format applied automatically
Free plan includes all core features up to €50,000 annual invoicing
Built on EU servers with GDPR compliance
Integrates with AI assistants including Claude
Handles complex cross-border EU VAT and reverse charge rules automatically
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