Interactive Brokers annual reports for Finnish taxation
Invoicing for contractors and small businesses
Stage
Not given
Not given
Founded
Not given
Not given
Based in
FI
US
Pricing model
Open source
Freemium
Pricing
Not given
Free trial: 30 days with all features included, no card needed. Starter: $24.99/month for up to 5 clients and 1 workspace. Pro: $49.99/month for up to 20 clients per workspace and 3 workspaces. Complete: $74.99/month for unlimited workspaces and clients.
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
Online estimate approval with client sign-off
One-tap invoice conversion from estimates
Card and bank transfer payments through Stripe or PayPal
Client portal for invoices, estimates and payments
Receipt scanning with automatic data extraction
Time tracking converted to invoice line items
Financial reports including profit, cash flow and sales tax
Import from QuickBooks or FreshBooks
1099 tracking and export for subcontractors
Recurring invoices for regular work
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
Client portal where clients pay and manage invoices without leaving to check email
Check payment recognition with automatic invoice matching
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