DynaTax AI

DynaTax AI

Bookkeeping, invoices & taxes

2 ratings
1 review
Free

Details

Released
October 20, 2026
Updated
October 23, 2026

Features

DynaTax AI screenshot #1 for iPhone
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About

This app automates small business bookkeeping and tax preparation by connecting to your bank, digitizing receipts, and generating invoices. It offers a built-in AI assistant for transaction categorization and direct communication with tax professionals.

✓Automatic bank transaction import and categorization
✓Receipt scanning and matching
✓Invoice and payment management
✓Expense and mileage tracking
✓Financial reporting (P&L, balance sheet)
✓Direct communication with tax professionals
✓Specialized features for owner-operators
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What's New in DynaTax AI

1.0.1

October 23, 2026

Sign in with Apple. Alongside Google and your email address, you can now sign in with your Apple Account — and link one to an account you already have. Built for iPad. The app lays out for the window it is given: a list on one side, what you opened on the other, in any orientation and in Split View. Plans in the app. Choose or change your plan, see what you have used this month, and restore a purchase, all from More > Billing & plan. Your transactions, by account. Open one bank account to see only what passed through it, search and filter the list, and add a transaction by hand with Dyna's suggested category already filled in. Plus steadier receipts and documents, clearer errors when something goes wrong, and a long list of smaller fixes.

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User reviews

Great all in one app for small businesses

DynaTax AI makes managing my business so much easier. I love having accounting, invoicing, expenses, and other business tools all in one place instead of switching between different apps. The interface is clean, easy to navigate, and doesn’t feel overwhelming like some other accounting software.

It’s a great alternative to QuickBooks, especially for small business owners looking for something simpler and more affordable. Definitely worth checking out!
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Developer apps

FAQ

How does DynaTax AI help with bookkeeping?

DynaTax AI connects to your bank to automatically import transactions. An AI assistant suggests categories, which you can approve or change, simplifying the bookkeeping process.

Can DynaTax AI handle my receipts?

Yes, you can photograph receipts directly within DynaTax AI. The app reads, files, and matches them to the corresponding transactions, streamlining expense tracking.

How does DynaTax AI help me get paid?

You can create and send invoices in under a minute using DynaTax AI. It also allows you to accept card payments and track which invoices have been paid and which are outstanding.

Does DynaTax AI offer financial reports?

Yes, DynaTax AI provides key financial reports including profit and loss statements, balance sheets, and a detailed transaction ledger.

Can I work with my accountant through DynaTax AI?

Absolutely. DynaTax AI allows you to message your tax professional, share documents, initiate video calls, and sign necessary documents directly within the app.

What specific features does DynaTax AI offer for drivers?

For owner-operators, DynaTax AI includes features for per diem calculations, IFTA filing by quarter, and HVUT filings, catering to specific trucking industry requirements.

What devices does DynaTax AI support?

Currently, DynaTax AI is supported on iPhone devices.

What is the age rating for DynaTax AI?

DynaTax AI has an age rating of 17+, indicating it is intended for mature users.