Choose Your Plan
AI-powered bookkeeping for every stage of your business. Start free, upgrade when ready.
Free
Try It Out
- 20 transactions/month
- 10 MB storage
- 5 documents/month
- 50 AI queries/month
- Basic features to get started
Starter
Small Businesses
- 250 transactions/month
- 5 GB storage
- 25 documents/month
- 500 AI queries/month
- Bank sync & receipt OCR
Growth
Growing Businesses
- 500 transactions/month
- 10 GB storage
- 50 documents/month
- 850 AI queries/month
- P&L + Balance Sheet reports
Pro
Established Businesses
- 1,000 transactions/month
- 20 GB storage
- 100 documents/month
- 1,700 AI queries/month
- Priority support
Pro Plus
Scaling Businesses
- 3,000 transactions/month
- 50 GB storage
- 300 documents/month
- 4,000 AI queries/month
- Advanced analytics & multi-entity
Enterprise
Large Organizations
- Unlimited transactions
- Unlimited storage
- Unlimited documents
- Unlimited AI queries
- Dedicated account manager
What's Included in Every Plan
AI Categorization
Smart transaction categorization with merchant learning
Bank Sync
Automatic transaction import via secure Plaid connection
Receipt OCR
Upload receipts and let AI extract the details
Financial Reports
P&L, Balance Sheet, and Cash Flow statements
Need a Custom Solution?
Enterprise plans include unlimited everything, dedicated account manager, white-glove onboarding, and custom integrations.
Tax Advice Disclaimer
The information provided on this website is for general educational purposes only and does not constitute tax, legal, or accounting advice. Tax laws are complex and change frequently. You should consult with a licensed CPA, EA, or tax attorney for advice specific to your situation. DynaTax AI is a technology platform and marketplace connecting users with independent licensed professionals. We do not provide tax advice, prepare tax returns, or represent you before the IRS.
AI Accuracy & Limitation of Liability
While DynaTax AI achieves high accuracy rates on standard transactions, AI is not 100% perfect and errors may occur. All AI-generated tax data MUST be reviewed and approved by a licensed tax professional before filing. Neither DynaTax nor the AI system guarantees accuracy, and we are not responsible for errors, omissions, or consequences arising from AI categorizations. The licensed professional reviewing your return is solely responsible for its accuracy and completeness.
Independent Professional Relationship
All CPAs, EAs, tax attorneys, and bookkeepers on the DynaTax platform are independent professionals, not employees or agents of DynaTax. They maintain their own professional liability insurance and are solely responsible for their professional services. DynaTax is a marketplace platform connecting clients with professionals and provides technology tools only.
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