Interactive Brokers annual reports for Finnish taxation
Month-end close software for CA firms in India
Stage
Not given
Startup
Founded
Not given
2024
Based in
FI
IN
Pricing model
Open source
Free trial
Pricing
Not given
Three monthly plans priced per active client: Essential ₹1,999/month (10 clients included, then ₹149 each), Firm ₹4,499/month (30 clients included, then ₹119 each), Scale ₹9,999/month (75 clients included, then ₹99 each). Annual billing includes 2 months free. All prices exclude 18% GST. Extra Whats
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
Extract: reads bank statements, Tally exports, and GST/TDS registers into structured lines
Recon: matches bank to books in 5 passes (exact, same-day, close, firm rules, splits) with exception queues
Narrate: drafts source-traceable monthly MIS with every figure linked to source transactions
Chaser: sends automated document follow-ups via email and WhatsApp on schedule
Full audit trail: logs all decisions, corrections, and sign-offs with who made them and when
Unlimited users: entire firm can access, never priced per seat
Integration with Tally and Zoho Books without migration
Role-based access for partners, managers, and juniors
Processing speed under 1 second from file to reconciled numbers
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
Exception-first design surfaces only genuine mismatches that need human judgment
100% source-traceable MIS figures linked to bank and book lines behind them
Cost per client decreases with scale; ₹133 per client per month on Scale plan
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