Bookkeeping and a CPA, working together for your business
No more shoebox receipts, missed deductions, or radio silence from your accountant until April. Dynatax keeps your books clean and your CPA in the loop all year.
Made for business owners
AI does your bookkeeping
See your P&L in real-time
Work directly with your CPA
Track deductions all year
How it works for you
Stripe bank sync + AI transaction categorization
Connect your bank account securely via Stripe. Every transaction is automatically categorized with AI, giving you clean books without manual data entry.
- Secure bank connection via Stripe
- AI categorization with confidence scores
- CPA reviews flagged items
Real-time P&L, Balance Sheet, Schedule C reports
See where your business stands at any moment. Generate Schedule C-ready reports that your CPA can review and use for your tax return.
- Real-time P&L and Balance Sheet
- Schedule C category mapping
- Export for tax prep
Receipt capture & deduction tracking
Snap photos of receipts with OCR, track potential deductions with estimated tax savings. AI surfaces opportunities your CPA can verify.
- Receipt OCR and auto-matching
- Deduction discovery with tax savings estimates
- Year-round tracking, not just tax season
What you can do on day one
Connect your bank account
Secure Stripe connection takes under 2 minutes
See your categorized transactions
AI categorizes your first batch automatically
Invite your CPA
Share workspace access with one click
View your P&L report
Real-time financial snapshot ready to go
Recommended for business owners
The Pro tier includes everything you need
Pro
- Unlimited bank accounts
- AI transaction categorization
- P&L, Balance Sheet, Schedule C reports
- Receipt capture & deduction tracking
- Document portal with your CPA
- Priority support
Common questions
Also built for
Stop stressing about your books
Let AI handle the bookkeeping while you focus on your business
Join now