Interactive Brokers annual reports for Finnish taxation
Stage
Not given
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Founded
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Based in
DE
FI
Pricing model
Freemium
Open source
Pricing
Web app: free with no limits. Phone apps free: 5 invoices and 5 estimates a month. Pro monthly: €5.99 (first 7 days free). Pro yearly: €44.99 (first 7 days free).
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Key features
Card payments, Apple Pay and Google Pay
Invoice open notifications and read receipts
Recurring invoices sent automatically
Financial reports and analytics
Client and product catalog with barcodes
Multiple templates with branding
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
Web app is completely free with no invoice limits
Bill clients and get paid directly from invoice links
Works seamlessly on phone, tablet and web with full sync
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
Invoice Global