Finpersona Business

Bank statements in.
LHDN filings out.

Not another accounting product. Finpersona Business turns raw bank data into a tax-ready ledger, Borang C working papers, SST returns, MyInvois e-invoices, employer forms, and audit bundles — for SME owners and the tax agents who serve them.

Every entity gets a full Pro+ trial. No credit card to start.

Teratak Digital Sdn Bhd · YA 2026
Gross revenueRM 27,400
Deductible exp.RM 61,426
Net taxableRM 0
CategoryTypeAmount
RevenueIncomeRM 27,400
Operating expensesFull ded.RM 18,200
Employee costsFull ded.RM 12,400
Capital allowancesCapitalRM 8,500
Built for two audiences

SME owners and the tax agents behind them.

🏢

For SME owners

Upload your Maybank or CIMB statement, let AI categorise every line against LHDN rules, and walk into filing season with Borang C, SST-02 and Form E already prepared from your real numbers.

  • 14-day Pro+ trial on every new entity
  • MyInvois e-invoicing built in
  • Bank-ready P&L PDF for financing
  • Receipt OCR tied to the ledger
  • FinAdvisor trained on your books
📋

For tax agents

Manage multiple client entities from one workspace. Invite clients as viewers, review their categorised ledger before you sign off Borang C, and hand LHDN a complete audit bundle in one click.

  • Multi-entity workspace with role-based access
  • Tax agent role: full LHDN export rights
  • e-CP8D & e-Data PCB from real payroll data
  • One-click audit bundle per client + YA
What you get

Tax compliance, not general ledger busywork.

AI statement categorisation

Upload PDF or CSV bank statements. Every transaction is matched to LHDN deduction types — full, partial, or capital allowance — with human review before commit.

LHDN business forms

Borang C working papers, CP204 estimates, MITRS, e-CP8D (Form E), and e-Data PCB (CP39) generated from your committed ledger — not blank templates.

SST-02 workspace

Bi-monthly SST periods, taxable turnover from your ledger, and SST-02 working-paper PDFs when you're SST-registered.

Lightweight payroll

Employee TIN, salary and PCB records — just enough to make employer filings real. Not a full HR system.

Audit readiness

Download a ZIP with your full ledger CSV, confirmed receipt images, Borang C PDF and manifest — ready if LHDN asks.

Integrations

Sync with Bukku accounting. BukuCloud demo connector for future bank-feed automation.

For tax agents

Stop rebuilding spreadsheets every March.

Your clients upload statements throughout the year. By the time filing season arrives, the ledger is categorised, Borang C is pre-filled, and you spend your billable hours on judgement — not data entry.

Invite the client
Client creates their entity and invites you as tax agent. You see their ledger, receipts and forms — they keep ownership.
Review before sign-off
Check AI categorisations, fix edge cases, and confirm Borang C fields against the committed ledger.
Export & file
Generate e-CP8D, e-Data PCB, SST-02 and the audit bundle. Hand the client (or LHDN) a complete, traceable package.
Tax agent workspace
Teratak Digital Sdn Bhd
Tax agent
Borang C draft
Kopi Labs Sdn Bhd
Tax agent
Needs review
Nasi Lemak Enterprise
Tax agent
Filed YA 2025
How it works

Three steps to filing-ready books.

i.

Create your entity

Register with your SSM details. Sdn Bhd, LLP or sole prop — your 14-day Pro+ trial starts immediately.

ii.

Upload & categorise

Import bank statements. AI suggests categories; you review and commit to the ledger.

iii.

File with confidence

Export Borang C, SST-02, Form E, P&L PDF or the full audit bundle — all from the same numbers.

Pro+ plan

Start with a free trial.

Every entity gets full Pro+ access during trial — LHDN exports, SST-02, MyInvois e-invoicing, audit bundles, payroll and P&L PDF. Subscribe via ToyyibPay FPX when you're ready to continue.

Your Sdn Bhd deserves better than March panic.

Whether you run the company or file on its behalf — start your free trial and see your bank statement become a tax-ready ledger in minutes.