Interactive Brokers annual reports for Finnish taxation
Automatic e-invoices for Shopify with ZUGFeRD, XRechnung, VAT checks and GoBD archive
Stage
Not given
Not given
Founded
Not given
Not given
Based in
FI
PT
Pricing model
Open source
Freemium
Pricing
Not given
Free plan: 25 invoices per month. Unlimited plan: $22 USD/month (approximately €19 depending on exchange rate) with 14-day free trial. Billed through Shopify in USD. No per-order fees.
Key features
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
ZUGFeRD 2.4 and XRechnung 3.0.2 e-invoice formats
10-year GoBD-compliant archive with sequential invoice numbers
Source selection to choose which orders invoice automatically
VAT ID validation through VIES and reverse charge support
Support for Kleinunternehmer (German small-business scheme)
OSS (One-Stop-Shop) quarterly reports with BOP import file
Monthly export ZIP with PDFs, XMLs and CSV summary for accountant
Theme app block for B2B/public-sector buyers to enter VAT ID and Leitweg-ID
Validator-checked using KoSIT, Mustang and veraPDF
Customizable invoice email text in German and English with optional BCC
What makes it different
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
Supports multiple EU VAT schemes including reverse charge, OSS, and Kleinunternehmer in one app
Direct integration with Shopify cart for B2B buyer data capture
Automatic public-sector invoice routing with XRechnung Leitweg-ID support
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