Interactive Brokers annual reports for Finnish taxation
Stage
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Founded
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Based in
SG
FI
Pricing model
Freemium
Open source
Pricing
Free to draft with no account needed. Subscription: US$9.99 per week (billed weekly) or US$99.99 per year (about US$8.33 per month, billed yearly). US App Store prices. Free trial included: two weeks free on annual plan, one week on weekly plan for eligible new iOS subscribers.
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Key features
Unlimited invoices, estimates and receipts with subscription
Nine customizable invoice templates with logo and accent color
Price book for labor, material and hire rates
Receipt scanning with AI that reads merchant, amount, tax and category
Time tracking and jobs calendar that turn into invoice lines
Recurring invoices
Reports as CSV, spreadsheet or PDF
Portable backup file you own
Core invoicing works offline
Stripe payment collection with automatic payment recording
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
Works completely offline for core invoicing and PDF creation
No account required to start drafting and creating invoices
Saved clients and rates auto-fill invoices to save time
Estimate converts to invoice in one tap with no re-entry
Free to draft and subscribe only to send invoices
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