Convert bank statements to Excel, CSV, QuickBooks & Xero
Interactive Brokers annual reports for Finnish taxation
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
FI
Pricing model
Freemium
Open source
Pricing
Free: $0/month for 3 pages/month; Starter: $9/month for 150 pages/month; Pro: $19/month for 500 pages/month; Business: $39/month for 1,500 pages/month. All prices in USD.
Not given
Key features
Multi-file upload with parallel processing
Running-balance reconciliation against printed statements
Inline editing of dates, descriptions and categories
AI-powered transaction categorization
Export to Excel, CSV, QBO, IIF, Xero CSV and JSON
Conversion history with re-download capability
Works with any bank or card issuer
Supports files up to 20 MB
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 row balance-checked against statement balances
No fixed templates - works with any bank layout
Six export formats from a single conversion
Accounting-ready files for direct import
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
SheetStatement