Interactive Brokers annual reports for Finnish taxation
Stage
Startup
Not given
Founded
2025
Not given
Based in
IN
FI
Pricing model
Freemium
Open source
Pricing
Free trial: 30 days, full access to all features, no card required. Pro: $50/year (or $5/month, billed monthly). Pro includes unlimited proposals and invoices, contracts with e-signatures, automatic payment reminders and late fees, recurring invoices and retainers, client management, time and expens
Not given
Key features
AI-generated proposals tailored to industry and project
Contracts with online e-signature capture
Multi-currency invoices with tax support
Client portal for viewing and paying invoices
Automatic payment reminders and late fees
Recurring invoices for retainers
Project, time, and expense tracking
Reports and CSV exports
Bulk import of clients and data
Team access and permissions
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
Simple honest pricing with one plan including all features
30-day free trial with no credit card required
Direct access to real team support
AI proposal generation in seconds
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
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