FOR BUSINESS OWNERS

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 tax pro in the loop all year.

See a sample workflow

Your Business Dashboard

Profit & Loss — This Month

$24,580

+12% vs last month

Office supplies

Auto-categorized

$156.00

Software — Marketing

AI categorized

$99.00

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

Bank Sync

Chase Business Checking

Amex Business Card

Auto-sync enabled

Secure · Read-only

AI Categorization

Amazon Business$234.56

Office Supplies · 98% confidence

Mailchimp$99.00

Marketing · 96% confidence

Zoom Pro$14.99

Software · 99% confidence

CPA Review

Shared workspace

Your CPA sees everything in real-time

Document requests & e-sign

Live calls when you need them

AI-Powered

Bank sync + AI transaction categorization

Connect your business bank account securely. Every transaction is auto-categorized by AI that learns your merchants over time, so your books stay clean without manual data entry.

Secure read-only bank connection
AI categorization with merchant learning
Your CPA can review and re-categorize flagged items

Recent Transactions

Office Depot$234.56

Office Supplies · 98% confidence

Zoom Pro$14.99

Software · 99% confidence

Shell Gas$45.20

Auto & Travel · 95% confidence

Profit & Loss — April

Revenue$45,200

Cost of Goods$12,400

Operating Expenses$8,220

Net Profit$24,580

Financial Reports

Real-time P&L, Balance Sheet, and entity-aware categorization

See where your business stands at any moment. Categories map to your entity type (Sole Prop / LLC / S-Corp), so the reports your CPA needs are ready when tax season hits.

Live P&L and Balance Sheet
Categories aware of Sole Prop / LLC / S-Corp rules
Export-ready for tax prep

Deductions

Receipt OCR & year-round deduction tracking

Snap photos of receipts and AI extracts the data and matches it to the matching bank transaction. Track potential deductions throughout the year, not just in April.

Receipt OCR with auto-match to bank transactions
AI Tax Chat surfaces deduction questions you can ask your CPA
Year-round visibility, not just at tax time

Potential Deductions — YTD

Home Office$1,800

300 sq ft

Mileage$2,900

4,000 mi

Software & Tools$1,200

Subscriptions

What you can do on day one

Connect your bank account

Bank connection takes under 5 minutes

See your categorized transactions

AI categorizes your first batch automatically

Invite your tax pro

Share workspace access with your CPA in one click

View your P&L

Real-time financial snapshot ready to go

Simple, transparent pricing

Start free — no credit card required. Upgrade as you grow.

Free

Try It Out

$0/ month

50 transactions/month

10 MB storage

5 documents/month

50 AI queries/month

Basic features to get started

Starter

Small Businesses

$29/ month

250 transactions/month

5 GB storage

25 documents/month

500 AI queries/month

Bank sync & receipt OCR

Growth

Growing Businesses

$49/ month

500 transactions/month

10 GB storage

50 documents/month

850 AI queries/month

P&L + Balance Sheet reports

Common questions

Stop stressing about your books

Let AI handle the bookkeeping while you focus on growing your business.