Bookkeeping prep for your accountant, on your own computer
Interactive Brokers annual reports for Finnish taxation
Stage
Not given
Not given
Founded
Not given
Not given
Based in
FI
FI
Pricing model
Freemium
Open source
Pricing
Pay what you decide from €0/month. Suggested prices: €20/month covers private channels, €1+ to disable favor requests, €5+ for private community channels, €50+ for business listing on homepage, €150+ for monthly 1:1 sessions, €500+ for official sponsorship, €2,000+ no additional benefits, €10,000 fo
Not given
Key features
Automatic bank statement collection from multiple accounts
Receipt matching to transactions using AI
Document naming and organization according to accountant preferences
Automatic supplier billing portal access for missing receipts
Multi-language email generation for accountants
Works with any website accessible in a browser with no integrations required
Runs entirely on user's computer with no cloud storage of financial data
Supports macOS 14 or later and Windows 10 or later
Asks user for approval on ambiguous decisions rather than guessing
Voice input for answering questions via phone or Mac
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 integrations—works with any bank or website accessible in a browser
Runs entirely on your computer with no cloud access to financial data
Pay what you decide pricing model including free option
Accountant requires no new software, account, or format changes
Learns from corrections to improve future months 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
Clerk.AI