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Invoist vs IBKR-yhteenveto

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Invoist compared with IBKR-yhteenveto
DetailInvoist logo Invoist IBKR-yhteenveto
What it doesRead invoices as JSON or in the app, with AI assistance Interactive Brokers annual reports for Finnish taxation
StageNot given Not given
FoundedNot given Not given
Based inNot given FI
Pricing modelFreemium Open source
PricingStarter $29/mo for 500 invoices, Growth $79/mo for 5,000 invoices, Scale $199/mo for 15,000 invoices. Firm $199/mo for bookkeeping firms with 10 client businesses included. Extra invoices available as credits: 500 credits for $19 ($0.038 per invoice) or 2,000 credits for $69 ($0.035 per invoice), wh Not given
Key features
  • Reads invoices from PDFs and photos
  • Extracts vendor, dates, totals and line items
  • Flags unusual invoices including changed bank details, duplicates and odd amounts
  • Review queue for manual approval before export
  • Remembers vendor categories
  • Spending reports by vendor, category and month
  • Exports to QuickBooks, Xero, Zoho or CSV
  • API returns invoice data as JSON
  • Connect AI assistants like Claude and Cursor via MCP
  • Webhooks for developers
  • 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
  • Every plan includes the full app, the API and MCP for AI assistant connection
  • 3-day free trial on Starter with no upfront commitment
  • Credits for extra invoices never expire
  • Firm plan for bookkeeping practices with per-client workspaces
  • Extracted data stays in your workspace and is not used to train AI models
  • 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
Community votes00
DR (Domain Rating by Ahrefs)Not checked yet no change since last check18 no change since last check
Trust Flow (Majestic)00
Citation Flow (Majestic)00
Referring domains (Majestic)00

4 details filled in for both companies.

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