| What it does | Turn raw data into business insights
| Interactive Brokers annual reports for Finnish taxation
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| Stage | Not given
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| Founded | Not given
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| Based in | IN
| FI
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| Pricing model | Paid
| Open source
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| Pricing | Prepaid credit packs: Solo Top-up $29 (1,100 credits), Starter $49 (2,000 credits), Plus $109 (5,000 credits plus 250 bonus), Growth $199 (10,000 credits plus 750 bonus), Practice $449 (25,000 credits plus 2,500 bonus), Firm $849 (50,000 credits plus 6,000 bonus), Scale $1,549 (100,000 credits plus
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| Key features | - Monthly MIS report and management accounts from trial balance with checked Excel workbook
- Ledger mapping by rules first, then AI, remembered each month
- Validation checks before delivery
- Excel workbook with live formulas and lineage
- Dashboard built and changed by chatting with undo
- Chat that answers questions about figures linked to ledgers
- AI commentary with figures computed by engine
- Budget against actual and year-end forecast
- File encryption with access logging
- Support for any currency, scale and financial year
| - 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
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| What makes it different | - Every figure computed from books, never written by AI
- Monthly mapping remembered, no rebuild required
- Files encrypted with staff unable to access
- Natural language dashboard building and querying
- Full lineage and ledger transparency for every number
| - 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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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 18 ● no change since last check |
| Trust Flow (Majestic) | 0 | 0 |
| Citation Flow (Majestic) | 0 | 0 |
| Referring domains (Majestic) | 0 | 0 |