For accounting firms

Automation starts with the right setup, not with another isolated tool.

Dynafis brings documents, e-invoices, accounting, tax cases, deadlines, approvals and client communication together in one workspace.

Try Dynafis for free View sample report

Clients & teamAccounting & month-endTax cases & deadlinesKSeF · XRechnung · Peppol

Dynafis

Build clean firm processes from onboarding to close

Manage clients and responsibilities centrally, prepare accounting, coordinate tax cases and deadlines and focus specialists on the cases that actually require review or approval.

Clients & team

Organize clients, staff, roles, responsibilities and document requests centrally.

Accounting & month-end

Review documents, work on posting proposals, track open points and prepare month-end in a structured way.

Tax cases & deadlines

Keep tax findings, filings, tasks and deadlines visible for each client.

Portal, approvals & evidence

Connect client communication, four-eyes approvals and traceable decision paths in one process.

Dynafis Accounting Memory

Confirmed work becomes reusable accounting knowledge.

Dynafis combines confirmed supplier information and posting mappings per client. Recurring cases get better suggestions while new deviations still require confirmation.

Explore Accounting Autopilot

Supplier profileACME GmbH

Confirmed & learned

SupplierACME GmbH✓

CurrencyEUR✓

Cost centerIT / Cloud✓

PostingHosting → 4930✓

Tax19%✓

New deviation IBAN changed Do not apply automatically — confirm first.

Review required

Why this suggestion?

Supplier known from confirmed invoices

Cost center from confirmed mapping

New payment data deliberately not learned yet

Fits your existing stack

Do not migrate clients first. Dynafis controls the flow between source systems and firm output.

Commerce connectors, APIs, files and existing finance systems can be connected step by step. The exact status remains visible: beta, on request or partner-dependent.

Existing sources

Files & emailProduct

API & webhooksProduct

ShopifyBeta

WooCommerceBeta

Dynafis control layer

✓ Extraction & normalization✓ Rule checks & review✓ Accounting Memory✓ Approvals & audit trail

Controlled output

CSV / XLSX / structured exportsProduct

DATEV EXTF CSVOn request

KSeF / XRechnung / ZUGFeRDProduct

Peppol transmissionPartner-dependent

Adopt without a big bang

Observe first. Assist next. Automate only afterwards.

Plan integration path Explore integrations

Status and scope depend on plan, country, provider and target system. “DATEV EXTF CSV” describes a prepared export and does not imply DATEV certification.

01 · Shadow

Dynafis processes in parallel without replacing the existing target workflow.

02 · Assist

Suggestions and findings are reviewed while existing approvals stay in place.

03 · Automate

Only stable, measured routines are selectively automated.

Dynafis fit check

Get to a sensible next step in one minute.

Choose the process, data source and desired automation level. Dynafis does not turn this into a marketing score, but into a controlled starting path with the relevant evidence.

1 · What should improve first?

2 · Where does the data come from today?

3 · How far should automation go?

Evidence instead of claims

See what is completed, active or still planned.

Dynafis labels security and operational evidence with its actual status. Planned evidence is not presented as certification or a completed control.

View evidence in the Trust Center

External penetration test Completed

Dynafis has undergone an external penetration test. The results are treated as confidential security evidence and incorporated into the internal security and improvement process.

Internal security documentation Active

Policies, risks, controls and operational evidence are maintained with versioning.

Privacy documentation Active

Privacy notice, DPA and cookie documentation are linked centrally.

Backup/restore evidence Planned

Backup and restore processes are documented. A public completed status will only be set after an evidenced production restore test.

Controlled rollout

Start with a representative client. Measure impact. Then scale across the firm.

A Dynafis pilot deliberately stays small and measurable: define the process, capture the baseline, test in parallel and expand only after measurable value.

Get to know Dynafis Check one invoice first

No performance guarantee: measured impact depends on data quality, process, approvals and automation level.

01 · Define scope

Choose one representative workflow, document type or client without a big-bang migration.

02 · Capture baseline

Capture handling time, manual touches and typical exceptions before the pilot.

03 · Test in parallel

Review Dynafis suggestions while initially keeping existing approvals. Critical decisions stay with the team.

04 · Prove impact

Compare time, exception rate and manual intervention. Expand only the steps that prove useful.

Measurable pilot KPIs

Minutes per itemManual touchesException rateApproval / hit rate

Pricing

From a free check to a full finance suite — with Micro from €9.

Prices and included e-invoice and tax formats follow the billing country, currency and active country profile. The concrete profile is selected during checkout and in billing settings.

Pricing country EU · EUR

AI credits are weighted by actual processing effort: standard requests usually use 1 credit; more demanding analysis, vision or higher-cost models may use multiple credits.

Entry

Free

€0

Review first invoices and receipts, experience AI data capture and test the workflow without a contract.

Included

Test invoices & receipts
AI data capture
Review queue with actionable findings
10 document credits / month
5 export credits / month
20 AI credits / month
1 client · 2 members

Check for free

Recommended

Freelancers, solo businesses & micro companies

Micro

€9/month

Send and receive invoices and e-invoices, capture documents automatically and connect Shopify or WooCommerce directly — both connectors are included.

Included

Integrations & e-invoice formats Connect Shopify store · Connect WooCommerce store · EU VAT preview

Commerce integrations included

Connect Shopify and WooCommerce easily

For freelancers & micro businesses
Send & receive invoices and e-invoices
Automatic receipt capture & review
ZUGFeRD & XRechnung
Add accounting when needed
Personal setup and individual support time are not included with Micro. Support hours can be booked separately.
100 document credits / month
40 export credits / month
150 AI credits / month
1 company · 1 user

Start Micro

Self-employed & small businesses

Standard

€19/month

More volume, multiple users and additional finance workflows — Shopify and WooCommerce remain included without the full team complexity of Business.

Included

Integrations & e-invoice formats Connect Shopify store · Connect WooCommerce store · EU VAT preview

Commerce integrations included

Connect Shopify and WooCommerce easily

Everything in Micro
More volume for recurring finance work
Up to 3 users
Extended exports
Add accounting when needed
300 document credits / month
120 export credits / month
500 AI credits / month
3 clients · 3 members

Start Standard

Growing companies & finance teams

Business

€39/month

Finance workflows for teams with roles, approvals and scalable exports — Shopify and WooCommerce included; enable accounting, bank matching and tax as modules.

Included

Integrations & e-invoice formats Connect Shopify store · Connect WooCommerce store · EU VAT preview · PEPPOL

Commerce integrations included

Connect Shopify and WooCommerce easily

Everything in Standard
Teams, roles & approvals
DATEV and finance exports
Enable accounting & bank matching as modules
Accounting Autopilot as an add-on
Accounting Memory for confirmed supplier and posting mappings (with Autopilot)
Payments & Cashflow as an add-on
Controlling & Forecast as an add-on
Continuous Audit as an add-on
Carbon & Sustainability as an add-on
Expenses & Travel as an add-on
Add tax filings when needed
1,500 document credits / month
700 export credits / month
3,000 AI credits / month
25 clients · 15 members

Start Business

Accounting offices & firms

Accountant Office

€149/month

Client workflows with firm cockpit, portal and higher volume — Shopify and WooCommerce are included for commerce clients.

Accounting Memory Confirmed firm knowledge stays reusable per client. With Accounting Autopilot enabled, confirmed supplier and posting mappings can be reused per client for future suggestions. New deviations still require review.

Integrations & e-invoice formats Connect Shopify store · Connect WooCommerce store · EU VAT preview · PEPPOL

Commerce integrations included

Connect Shopify and WooCommerce easily

Included

Everything in Company
Client management & firm cockpit
Tax cases, deadlines & approvals
Client portal
Full Accounting, Tax & Advisor modules
Accounting Autopilot as an add-on
Client-specific Accounting Memory (with Autopilot)
Payments & Cashflow as an add-on
Controlling & Forecast as an add-on
Continuous Audit as an add-on
Carbon & Sustainability as an add-on
5,000 document credits / month
2,500 export credits / month
10,000 AI credits / month
250 clients · 50 members

Start accounting plan

Groups, API & custom compliance

Enterprise, API or accounting group?

For custom country profiles, higher volumes, API/ERP integrations and dedicated compliance approvals, we plan the workspace together.

On request Request Enterprise

Integrations & e-invoice formats

Connect Shopify store

Connect WooCommerce store

Custom addons

Included

Controlling & Forecast included
Multi-entity consolidation included
Continuous Audit included
Carbon & Sustainability included
Expenses & Travel included
Custom document and AI limits
Custom output profiles
API, webhook and ERP workflows
Onboarding & support

Next step

Start with a traceable invoice check.

Begin without logging in, see the three most important findings and unlock only when you need the full report, corrections or exports.

Check for free Sample report Contact sales