Invoicing workspace for consultants, creatives, and independent service professionals
Interactive Brokers annual reports for Finnish taxation
Stage
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Founded
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Based in
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FI
Pricing model
Free trial
Open source
Pricing
Solo: $9/mo (billed monthly), includes 1 business name, single-user workspace, 100 invoice emails to clients per month (up to 25 per day). Studio: $19/mo (billed monthly), includes 5 business names, shared access for up to 5 people total, 300 invoice emails to clients per month (up to 50 per day). B
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Key features
Live client links with view tracking
Finance overview showing paid, owed, and overdue amounts
Automatic payment reminders on sent and overdue invoices
Recurring invoices on a schedule
Professional invoice editor with client and item library
Quotes that clients can accept online
Support for 56 currencies and multiple languages
Shared workspace with up to 5 team members
Free invoice generator for one-off PDFs
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
Tracks when invoices are opened and provides context for follow-up decisions
Records payment status without processing payments or verifying with banks
Clients open invoices without signing up, accessible on any device
Unified view of collections with paid, outstanding, and overdue balances
Free 7-day trial with no credit card required
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
NeatInvoice