Download invoices from 500+ portals and email automatically, ready for accounting software
Interactive Brokers annual reports for Finnish taxation
Stage
Not given
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Founded
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Based in
GB
FI
Pricing model
Not given
Open source
Pricing
Basic: $19/month billed annually (600 documents/year, 1 team member); Business: $49/month billed annually (6,000 documents/year, up to 5 team members); Enterprise: $99/month billed annually (unlimited documents, unlimited team members). All plans include 14-day free trial.
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Key features
Automatically downloads invoices from 500+ websites
Connects to Gmail, Outlook, and IMAP email clients
OCR and AI data extraction
Receipt scanning via WhatsApp
End-to-end encryption for synced data
Credentials stored locally on device
Export to Xero, QuickBooks, Google Drive, DATEV, and sevDesk
Accountant access and team collaboration
Document limits per plan
Human support included in all plans
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
Runs on your machine with data collected locally
Supports 500+ supplier portals without repeated logins
Credentials stored locally, never sent to Booksmate servers
Combines invoice portals, email, and receipt scanning in one platform
Automatic invoice data categorization with AI
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
Booksmate