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 coming soon.

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.