Simple plans for businesses and the tax professionals they work with.
Business plans: 14-day free trial · No credit card required
Small Businesses
$29/ mo
Growing Businesses
$49/ mo
Established Businesses
$99/ mo
Every plan starts with a 14-day free trial. No credit card required. Pay yearly and get 12 months for the price of 10.
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Higher tier & Enterprise plan
Scaling Businesses
$299/ mo
Large Organizations
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For tax professionals
Solo Pro: $0 for 6 months, then $39.99/month. Firm: $99.95/month for 12 months, then $150/month.
Compare plans
Every paid plan is the whole product. Bookkeeping, reports and working with your accountant are in all of them — the tiers differ by how many people, how much you store, how much AI work you get, and three capabilities on Pro.
| Feature | Starter$29/mo | Growth$49/mo | Pro$99/mo | Pro Plus$299/mo |
|---|---|---|---|---|
| What you get | ||||
| UsersPeople from your business with their own login, roles and permissions. | 1 | 3 | 10 | 25 |
| StorageEverything you upload — statements, receipts, returns and signed documents. | 50 GB | 100 GB | 200 GB | 500 GB |
| AI work per monthCategorization, receipt reading, document extraction and tax questions. Past the allowance nothing is rejected — data still arrives, it just waits to be read. | 500 | 850 | 1,700 | 4,000 |
| Transactions & documentsHow much can enter your books. Historical imports never count against it. | No limit | No limit | No limit | No limit |
| Bookkeeping AI | ||||
| Bank syncA secure, read-only connection to your bank, with transactions imported every day. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| AI categorizationDyna suggests an account for each transaction with a confidence score. You approve, and confirmed merchants fill in next time. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Learned merchantsCategorize a merchant once and it fills itself in from then on. You never write a rule. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Receipt capturePhotograph a receipt and Dyna reads the vendor, date, total and line items for you to check. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Receipt matchingReceipts attach themselves to the bank transaction they belong to, in either order. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Bank reconciliationMatch your books to the statement, month by month, with a history of every reconciliation. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Import your booksBring transactions, a chart of accounts and journal entries in from your old system. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Recurring bills & invoicesRent, subscriptions and retainers that repeat on their own schedule. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Money in & out | ||||
| Invoices & getting paidSend an invoice and record the payment. Online card payment is rolling out — availability depends on your account. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Products & servicesThe things you sell, priced once, ready to drop onto any invoice. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Who owes youReceivables by customer and by age, so you know who to chase before it hurts. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Payouts to your bankTrack what has settled to your bank account and what is still on the way. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Vendors & billsWho you buy from, what you owe them, and when it falls due. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Mileage trackingLog business miles with date, distance and purpose, valued at the standard rate for the year. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Real accounting underneath | ||||
| Chart of accountsA real chart of accounts, sized to your entity type — not a fixed list of categories. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Journal entriesDebits and credits when you need them, with reversal, duplication and import. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Close the booksLock a finished month or year so nothing changes behind you — and reopen it deliberately when it must. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Fixed assets & depreciationA register of what you own, with depreciation calculated and posted for you. | Not in Starter | Not in Growth | Included in Pro | Included in Pro Plus |
| Inventory & COGSTrack stock, value it, and let cost of goods sold hit your P&L as it should. | Not in Starter | Not in Growth | Included in Pro | Included in Pro Plus |
| Entity & business profileYour entity type, EIN and fiscal year — the settings that change how your books and tax estimates behave. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Reports & insight | ||||
| Financial reportsP&L, Balance Sheet, Cash Flow, General Ledger, Trial Balance and aging — from live data. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| AI Tax InsightsAn estimate of what you will owe, and where the deductions are, built from your own books. | Not in Starter | Not in Growth | Included in Pro | Included in Pro Plus |
| AI tax chatAsk Dyna a tax or bookkeeping question in plain English. It answers with its sources, and can review a summary of your numbers. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Documents & signatures | ||||
| Document vaultEvery statement, receipt and return in one place, in folders you and your accountant both see. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| E-signatureDocuments sent for signature, signed in the browser and tracked to signed — engagement letters, returns, anything. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Work with your accountant | ||||
| Invite your CPABring your own accountant into your books — the same workspace, not a shared export. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| MessagesTalk to your accountant next to the transaction you are talking about. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| TasksWhat your accountant needs from you, and what they are working on, without an email chase. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Live callsJump on a call with screen share inside the workspace — no meeting link to send. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Book a consultationPut time in a professional's calendar without the back-and-forth. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Team members & permissionsAdd your bookkeeper, your partner or your office manager, each with their own level of access. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| Find a tax proBrowse professionals, send a service request, or book one instantly. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
| CommunityAsk a question in public and get answers from other owners and professionals. | Included in Starter | Included in Growth | Included in Pro | Included in Pro Plus |
Professional plans for firms — client management, tax research, time tracking and firm books — are on the features page.
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