Logging by hand
Every week
Typing every trade and movement and updating the spreadsheet afterwards.
Seferu Backoffice
Control of your financial operation.
Organize transactions, trades, documents and reports in one connected place, built to take the administrative weight off your work.
Core plan, US$20/month.
Seferu Backoffice
Control of your financial operation.
Organize transactions, trades, documents and reports in one connected place, built to take the administrative weight off your work.
Core plan, US$20/month.
Every trade leaves a trail. Nothing should get lost.
Each trade becomes a movement in the account it came from, with costs and net result. Deposits, withdrawals, fees, platforms and taxes sit right next to it, by message, CSV or by hand.
Trades and results
Deposits and withdrawals
Costs and fees
CSV and manual entries
Multiple accounts
Transactions
| Date | Description | Amount | Category |
|---|---|---|---|
| Oct 15 | ES day result | +$1,240.00 | Trading result |
| Oct 15 | Commissions and fees | -$38.40 | Trading costs |
| Oct 14 | Prop firm payout | +$4,850.00 | Payout |
| Oct 14 | Evaluation fee | -$165.00 | Prop firm |
| Oct 13 | NQ day result | -$620.00 | Trading result |
| Oct 12 | TradingView subscription | -$29.95 | Platforms and data |
| Oct 11 | Deposit to broker | +$10,000.00 | Deposit |
| Oct 10 | Market data fee | -$12.00 | Platforms and data |
| Oct 09 | BTC day result | +$730.50 | Trading result |
| Oct 08 | Withdrawal to bank | -$3,000.00 | Withdrawal |
| Oct 07 | Quarterly estimated tax | -$1,240.00 | Taxes |
| Oct 06 | AAPL swing result | +$318.20 | Trading result |
Less manual reconciliation. More order.
Movements are categorized as they come in: trading result, costs, platforms and data, taxes. Add your own rules once and stop sorting the same entries every month.
Automatic categories
Your own rules
Tags
Taxes and DARF
Exports
October by category
Net for the month
+$11,037
Trading result+$8,420
Payouts+$4,850
Trading costs-$612
Platforms and data-$319
Prop firm-$890
Taxes-$412
Rule: “Corretagem” → Trading costs
Documents organized in the right context.
Brokerage notes, statements, receipts and tax payments arrive by email, upload or chat, are read on arrival and linked to the movement they prove. Everything stays in the Vault, easy to find.
Inbox
Vault
Brokerage notes
Receipts
Missing documents
Inbox
payout-topstep-150k.pdf
$3,780.00InboxOct 10
tradingview-invoice.pdf
$29.95InboxOct 08
apex-evaluation-50k.pdf
$167.00InboxOct 03
wire-deposit-ibkr.pdf
$25,000.00InboxOct 01
ninjatrader-license.pdf
$99.00InboxSep 30
Suggested match
Settlement • IBKR • $1,984.48 • Oct 20
Information ready to work with.
Journal, transactions, documents and reports share the same data, so what you record once is ready for review, for your accountant and for taxes.
Journal
Reports
Taxes and DARF
Exports
Pre-accounting
Your whole financial workspace, connected
Journal, reports, transactions, files and Seferu Intelligence, working from the same data.
Less manual work. More focus.
Seferu takes repetitive work off your plate so you can spend time on what actually matters.
Reviewing without a method
Every week
Looking at results again without knowing what was a mistake and what was variance.
Preparing taxes
Every week
Gathering statements and separating results at the end of the month.
Chasing documents
Every month
Statements, receipts and invoices spread across email, chat and folders.
Records ready for tax time
Trades, costs and documents stay organized, so your numbers are ready to review on your own or with your accountant.
Works with the tools you already use
Import broker statements, send documents by chat or email and connect Seferu to your AI tools via MCP.
Included in Core
Start with Seferu Backoffice
This feature is part of the Core plan, along with the journal, transactions, files, reports and Seferu Intelligence over your own data. Pro adds the Seferu Terminal.