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Industries

Bookkeeping built for your industry

Truckers, freelancers, landlords and shop owners lose time to different things. DynaTax AI keeps one bookkeeping core for all of them and adds tools where your tax rules differ — so the books take less of your week.

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DynaTax AI on a phone: the dashboard for a sample business

The same dashboard for every industry, on your phone. Sample data.

Pick your page

Find the page that sounds like your week

Each one shows the part of DynaTax AI that matters most to that kind of business, with the real screen behind it.

  • Freelancers & consultants

    Client payments in, deductions kept

    Your income lands as deposits from clients and payment apps. When a deposit matches nothing in your books, Dyna asks what it was in plain words — a customer paid an invoice, you put money in, a refund — so 1099 income is counted once and only once.

    • Business miles at the standard rate
    • Ask Dyna about deductions, with sources
    • Invoices with a link to send
    DynaTax AI for freelancers & consultants
    dynatax.ai/client/…/dashboard/financial/transactions
    DynaTax AI transactions page for a sample business, with deposits waiting for review

    A deposit Dyna can’t place gets one plain question. Sample data.

  • Truck drivers

    Per-diem, IFTA and HVUT, not a shoebox

    Owner-operators carry deductions most software ignores. The trucker workflow records per-diem days the way the deduction is substantiated, apportions fuel tax by state miles for IFTA, tracks heavy vehicle use tax, and carries it through to your Schedule C summary.

    • Review transactions from your phone
    • Receipts photographed on the road
    • Estimated tax from your own books
    DynaTax AI for truck drivers
    DynaTax AI on a phone: Dyna suggesting a category for a Panera Catering charge

    Transaction review on a phone, between loads. Sample data.

  • Real estate

    Rental books with depreciation built in

    Property is a fixed asset, and depreciation is where rental owners lose the most time. On Pro and above, the fixed asset register works out straight-line, MACRS — including 27.5 years for residential rental and 39 for commercial — and Section 179, then posts it to your books.

    • Rental income and expenses in a real P&L
    • Depreciation posted as journal entries
    • Invite your CPA into the same books
    DynaTax AI for real estate
    dynatax.ai/client/…/dashboard/financial/reports/profit-and-loss
    Profit and Loss report in DynaTax AI for a sample business

    Profit and Loss from live books. Sample data.

  • Small businesses

    One place for books, invoices and your CPA

    Shops, studios, salons and service businesses need the full set: bank feeds, invoices, bills, reconciliation and the reports your bank asks for. Sole props, LLCs and S-Corps each start from a chart of accounts sized to their entity.

    • Up to 3 users on Growth
    • Who owes you, by age
    • Close the books each month
    DynaTax AI for small businesses
    dynatax.ai/client/…/dashboard/financial/invoices
    Customer invoices in DynaTax AI: outstanding and paid totals with a copy-link action on each invoice

    Outstanding and paid invoices at a glance. Sample data.

Under every page

The same bookkeeping core for every industry

Whatever you do for a living, these four do the daily work of keeping the books — and they are in every paid plan.

Read-only bank feeds

Connect US bank accounts once. DynaTax AI can see balances and transactions; it can’t move money.

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AI categorization you approve

Dyna suggests an account with a confidence score. Merchants you’ve confirmed fill in on their own.

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Reports from live books

Profit and Loss, Balance Sheet, Cash Flow, General Ledger and Trial Balance, current to this morning.

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Your accountant, inside

Invite your own CPA, or find a tax professional in the DynaTax AI marketplace. They don’t use one of your seats.

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Coming soon

More industry pages on the way

The core bookkeeping already works for all of these. Don’t see yours? The small business workspace fits most businesses.

  • E-commerce & online sellersComing soon
  • Restaurants & food serviceComing soon
  • Healthcare practitionersComing soon
  • Salons & personal servicesComing soon
  • Rideshare & delivery driversComing soon
  • Professional servicesComing soon
  • Contractors & constructionComing soon
  • Creators & content producersComing soon
  • And moreComing soon

Bring your books

Start with your history, not a blank ledger

Import CSV, Excel or QBO/OFX bank downloads: transactions, chart of accounts, opening balances, journal entries, customers, vendors, invoices and bills. Each file is checked before anything is written.

Switching from QuickBooks

Pricing

From $29 a month

Most businesses pick Growth: $49 a month for 3 users. Every plan starts with a 14-day free trial, no credit card required.

FAQ

Industry questions

Run your business. Live your life.

Whatever your industry, less time on the books. Try DynaTax AI with your own numbers for 14 days.

No credit card required