For cross-border founders
Accounts in four countries. One person keeping it straight.
You run a company — maybe two — and invest on the side. Your money sits in banks and brokers across several jurisdictions and currencies, and moves between you and your companies all the time. Selfirm puts it in one checked record without blurring who owns what.
What Selfirm does for you today
Every statement, any institution
Bank and broker statements as PDF, Excel or CSV — a whole archive at once. Accounts are recognised even when a statement does not print the number.
Multi-currency, per position
An account can hold several currencies, securities or loans. Balances are checked per position, so a USD sub-account and an HKD sub-account are never mixed up.
You and your companies, apart
Each company is its own party; switch to one, or see everything. Transfers between your own accounts are paired, not counted twice.
Beyond money
Domains, subscriptions, licences, anything with a renewal date: record them once and they come back to your desk before they lapse.
Planned for this setup
- Investment positions with cost lots and realised gains, read from broker statements
- Who owes whom between you and each company
- Per-company books for your accountants, in each jurisdiction
- Filing obligations by party and jurisdiction, with deadlines
Common questions
Which countries does Selfirm support?
Any, as far as reading statements goes. Institution profiles exist today for banks and brokers in mainland China, Hong Kong and the US; others are read with the general reader. Tax rules per jurisdiction are planned, starting with the US and China.
Does it convert everything into one currency?
Today balances are shown per currency, never silently converted. Conversion for the whole-world view is planned, always with the rate and its date shown.
Bring your own records along
We are onboarding a small group of founders whose companies, accounts and obligations span countries. Tell us about your setup.