Multi-currency payment ledger for independent consultants and small agencies
Interactive Brokers annual reports for Finnish taxation
Stage
MVP
Not given
Founded
Not given
Not given
Based in
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FI
Pricing model
Free trial
Open source
Pricing
Free during beta through January 31, 2027. After beta: $29 per month or $249 per year (saves $99 compared with paying monthly). 14-day free trial for new accounts after beta ends.
Not given
Key features
Record payments in 50+ currencies with automatic ECB conversion
Track total MRR and year-to-date revenue
Generate account statements as PDFs grouped by project
Import clients from spreadsheet or accounting tool exports
Invite team members as editors or view-only
Export payment records to CSV anytime
Identify overdue retainer payments
View tax-year income reports
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
Automatic European Central Bank exchange rates for 50+ currencies
One-click account statements customized with client details and tax numbers
Retainer payment tracking with overdue alerts
Live MRR and revenue dashboard
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