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DynaTax AI
Simple, Transparent Pricing

Choose Your Plan

AI-powered bookkeeping for every stage of your business. Start free, upgrade when ready.

Free

Try It Out

$0/mo
  • 20 transactions/month
  • 10 MB storage
  • 5 documents/month
  • 50 AI queries/month
  • Basic features to get started

Starter

Small Businesses

$29/mo
  • 250 transactions/month
  • 5 GB storage
  • 25 documents/month
  • 500 AI queries/month
  • Bank sync & receipt OCR

Growth

Growing Businesses

$49/mo
  • 500 transactions/month
  • 10 GB storage
  • 50 documents/month
  • 850 AI queries/month
  • P&L + Balance Sheet reports
MOST POPULAR

Pro

Established Businesses

$99/mo
  • 1,000 transactions/month
  • 20 GB storage
  • 100 documents/month
  • 1,700 AI queries/month
  • Priority support

Pro Plus

Scaling Businesses

$299/mo
  • 3,000 transactions/month
  • 50 GB storage
  • 300 documents/month
  • 4,000 AI queries/month
  • Advanced analytics & multi-entity

Enterprise

Large Organizations

Contact Us
  • 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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