Interactive Brokers annual reports for Finnish taxation
Your bookkeeping, done for you
Stage
Not given
Not given
Founded
Not given
Not given
Based in
FI
NL
Pricing model
Open source
Paid
Pricing
Not given
Receipt agent €49/month for up to 150 payments a month, Receipt agent Plus €99/month for up to 300 payments a month. Billed monthly from day one, plus VAT or sales tax where it applies. Cancel any time, effective at the end of the month. In the eurozone you pay in euros, everywhere else in US dollar
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
Automatic receipt fetching from email and supplier portals
Receipt-to-payment matching
Portal login handling without fixed list
Monthly bookkeeping with accountant handover
DATEV export for German accountants
VAT returns through ELSTER
Subscription tracking and cancellation
Read-only bank access with fraud detection
Chat interface for spending questions
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
Fetches invoices directly from supplier portals without a fixed list, handling portal login automation
Processes data in the EU with GDPR compliance and no AI training on your data
Full bookkeeping for German companies including tax returns and annual accounts
Works across multiple banks in Germany, neighboring countries and the US
Heft