AI bookkeeping features, from bank feed to tax time
Every feature here is built to hand you back time. The bank feed sorts itself for your review, reports stay current, and your accountant works in the same books — so evenings stay yours.
14-day free trial · No credit card required
The dashboard for a sample business. Sample data.
Where the time comes back
Three features that do the most for your week
Less time sorting transactions, chasing numbers and waiting for answers. More time for the work you actually started the business to do.
Bookkeeping AI
Your bank feed, sorted for review
Transactions arrive from a read-only bank connection every day. Dyna suggests an account for each one with a confidence score, and only the unclear ones wait for you. Merchants you have confirmed fill in on their own. There is no rule builder to learn.
How it works
One question per transaction, one tap to answer. Sample data.
Reports & insight
Numbers that are current when you need them
Profit and Loss, Balance Sheet, Cash Flow, General Ledger, Trial Balance and aging reports read your books as they stand right now. Pick a period, compare it with the one before, and export it when your bank or your CPA asks.
How it works
Profit and Loss from live books. Sample data.
Ask Dyna
An answer at 11pm, with its sources
Ask a tax or bookkeeping question in plain English. Dyna lists its sources and can review a summary of your own numbers. It is general information, not professional advice — for the big calls, invite your own CPA or find one in the marketplace.
How it works
Ask anything, or start from a suggested question.
All features
Find the feature you came for
Bookkeeping, money in and out, real accounting, reports, documents and working with your accountant — plus the Pro Workspace for tax professionals. Every card opens a page with the details.
Bookkeeping AI
Bookkeeping AI
Transactions arrive from your bank, sorted for you to review.
Money in & out
Money in & out
Invoice customers, track what you owe, get paid.
Accounting
Real accounting underneath
Double-entry books an accountant can sign off on.
Reports & insight
Reports & insight
Know where the business stands, and what you will owe.
Documents
Documents & signatures
Collect, store, and sign — in one place.
Collaboration
Work with your accountant
Bring your CPA into the same workspace as your books.
Pro Workspace
Pro Workspace
Run your tax practice in one place.
For tax professionals · Solo Pro: $0 for 6 months, then $39.99/month
Run your business. Live your life.
Accounting without the learning curve. Try every feature with your own books for 14 days.
No credit card required