(Beta Version 1.0)
Wetellyouexactlywhattoupload
andkeepyourbookstax-ready
Connect your bank, upload receipts, and let AI organize everything — with clear guidance at every step.
No credit card required to start • Built for small businesses • Cancel anytime
Eliminate human error with advanced machine learning that identifies and categorizes every transaction. Ensure 100% compliance with real-time updates to tax laws and regulations.
Automate your bookkeeping with secure bank feeds and smart transaction matching.
Scan, extract, and auto-match receipts to your bank records instantly using advanced AI analysis.
Your financial data is protected by enterprise-grade encryption and read-only access, ensuring your privacy is never compromised.
How DynaTax AI®
Can Help Your Business
Example scenarios showing potential benefits
AI categorizes thousands of transactions, identifies home office deductions, shipping costs, and inventory expenses automatically.
AI automatically categorizes business expenses and identifies deductible items. Ask the AI Chat for quarterly estimated tax guidance.
AI processes thousands of receipts using OCR, categorizes inventory costs, and tracks equipment depreciation. Generate tax-ready financial reports.
AS FEATURED IN
How It Works
3 simple steps: Connect your bank, AI categorizes, you review and approve
Link bank accounts via Plaid and upload receipts. AI automatically syncs and organizes everything.
Secure bank sync, receipt OCR, document management
AI categorizes transactions, matches receipts, and learns your business patterns over time.
Smart categorization with merchant learning
Review AI suggestions, approve categorizations, and generate tax-ready financial reports.
P&L, Balance Sheet, Cash Flow reports
Why Choose DynaTax AI®
The perfect combination of AI efficiency and professional expertise
AI-Powered Accuracy
AI categorizes transactions and learns your business patterns
Merchant learning improves over time
Real-Time Bank Sync
Automatic transaction import via Plaid
Always up-to-date financials
AI-Powered Accuracy
AI categorizes transactions and learns your business patterns
Merchant learning improves over time
Real-Time Bank Sync
Automatic transaction import via Plaid
Always up-to-date financials
Receipt OCR
Upload receipts and AI extracts the data
Auto-match to transactions
Transparent Pricing
Lifetime access with one-time payment
Founder's Circle pricing locked forever
Bank-Level Security
AES-256 encryption for all your data
Plaid-secured bank connections
SMB Focused
Built for small business bookkeeping
Simple views, powerful features
Available Plans
Choose a plan that fits your needs
Free
$0/ month
Free
$0/ month
Starter
$29/ month
Growth
$49/ month
Pro
$99/ month
Pro Plus
$299/ month
Enterprise
Contact Us
Need help choosing a plan? Contact our team for personalized recommendations.
AI Tax Research Tool
Get instant answers to complex tax questions with citations from IRC, Treasury Regulations, and IRS guidance. Export research to PDF for client files.
Instant Research
Ask complex tax questions and get answers with legal citations in seconds, not hours.
Verified Citations
Every answer includes IRC sections, Treasury Regs, and IRS publications you can verify.
PDF Export
Export research results to professional PDF reports for client files and documentation.
Stop spending hours on tax research. Our AI instantly searches IRC, Treasury Regulations, Revenue Rulings, and IRS guidance to answer your questions with proper citations.
✓ AI Tax Research included✓ Cancel anytime
Ready to Simplify Your Books?
Join Founder's Circle and get lifetime access to AI-powered bookkeeping. Connect your bank, let AI categorize, and focus on growing your business.