Your bank feed, without the CSV export
Connect once. Your transactions arrive on their own, every day.
Included in: Every paid plan
A secure, read-only connection to your bank, with transactions imported every day.
Read-only by design
The connection can see transactions. It cannot move money, and nothing in DynaTax AI can initiate a payment from your account.
Daily, not on demand
A scheduled sync pulls new transactions every day, so opening your books never starts with an import.
No volume limit
Every transaction lands in your books. There is no monthly cap that quietly stops the feed halfway through a busy month.
How it works
- 1
Connect your account
Pick your bank and sign in through your bank's own screen. Your credentials are never typed into DynaTax AI.
- 2
History comes with it
Existing transactions import so your books start with a past, not an empty ledger.
- 3
It keeps going
New transactions arrive daily and go straight into the categorization queue.
Bank sync questions
Works with
AI categorization
Confidence-scored categorization that proposes the account, and learns your merchants as you correct it.
Learned merchants
Categorize a merchant once and it fills itself in from then on. You never write a rule.
Receipt capture
Photograph a receipt and the AI reads the vendor, date, total and line items.
Try bank sync free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.