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While 40% of agentic AI initiatives fail by 2027 due to poor governance, Dyntyx delivers measurable ROI in 6-8 weeks through purpose-built multi-agent solutions.
Less time on routine client communications
Faster tax return processing with automation
Fewer data entry and reconciliation errors
To full production deployment in your firm
The accounting industry is undergoing its most significant operational transformation since cloud-based practice management. Clients now demand advisory services and real-time insights that manual data entry workflows cannot provide.
Dyntyx solves this through orchestrated AI agent systems specifically designed for accounting firm workflows—purpose-built multi-agent solutions that coordinate across your entire practice, avoiding the common pitfalls of generic AI tools.
"40% of agentic AI initiatives will fail by 2027 due to inadequate governance."
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Of accounting firms report clients demanding more advisory services rather than just compliance work—requiring automation of routine tasks.
Of Big Four and major accounting firms are actively implementing AI specifically for audit, tax automation, and document processing workflows.
Accounting firms lose potential clients due to slow document collection, delayed responses, and manual intake bottlenecks.
Deploy 4 coordinated AI agents that handle the entire intake lifecycle autonomously—24/7 engagement, intelligent document collection, instant data validation, and automated onboarding.
When a potential client reaches out on Sunday evening about tax preparation, your Conversational Intake Agent captures their information, the Document Collection Agent requests W-2s and receipts with step-by-step guidance, the Validation Agent checks for completeness, and the Coordination Agent schedules their consultation—all before Monday morning.
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Five coordinated AI agents transform your tax practice: automated data extraction from documents, intelligent categorization and deduction identification, error flagging and reconciliation, compliance checking, and review workflow management.
A typical business tax return that traditionally requires 12-15 hours of data entry and review becomes a 4-6 hour process—with 95%+ accuracy and zero missed deductions or compliance issues.
Client bookkeeping and month-end close processes consume massive staff time on repetitive categorization and reconciliation. Dyntyx deploys AI agents that handle transaction categorization, bank reconciliation, expense matching, and anomaly detection automatically.
Coordinated AI agents process bank feeds, match transactions to invoices, flag discrepancies, and generate reconciliation reports—reducing month-end close from 5-7 days to 1-2 days.
CPAs and partners spend hours answering routine client questions about deadlines, payments, tax law changes, and service offerings—time that could be spent on tax planning and CFO advisory services.
Dyntyx deploys AI agents that handle client Q&A, send proactive deadline reminders, coordinate meetings, deliver financial insights, and route complex questions to appropriate team members.
Three intelligent agents coordinate to handle audit workflows: automated workpaper preparation and documentation, testing and sampling automation, and finding tracking with resolution management.
Transform audit prep that would take 200+ hours into a 90-hour process—with complete documentation trails, consistent testing methodologies, and comprehensive finding resolution tracking.
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Agents coordinate across workflows without manual intervention, delivering 60% fewer errors and 40% faster execution than point solutions.
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Every AI decision is auditable. Escalation triggers ensure CPAs maintain control. Zero black-box AI.
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$385K-$625K annual cost savings depending on firm size. Production-ready in 6-8 weeks vs. 6-12 months for traditional accounting tech.
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SOC2 certified, designed for AICPA standards, IRS regulations, and state board requirements
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Full production deployment in 6-8 weeks with continuous improvement as agents learn from your firm's patterns.
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Agents adapt to your firm's standards, chart of accounts, and client preferences—becoming more accurate with every engagement.
Flexible engagement structures designed for accounting firm operations. Choose between subscription consistency or per-client agility.
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AI Offering | Pricing Model | Investment Range |
|---|---|---|
 AI Intake & Document Collection | Subscription or Per-client | $6K–$10K/mo or $200–$350/client |
.svg){kind=small} Tax Return Processing | Subscription | $10K–$16K/mo |
.svg){kind=small} Bookkeeping & Reconciliation | Subscription | $8K–$14K/mo |
 Client Communication & Advisory | Subscription | $7K–$11K/mo |
 Audit Support & Documentation | Per-engagement | $8K–$20K/engagement |
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Of clients now expect strategic advisory services, not just compliance—requiring automation of routine work
Of AI initiatives fail due to inadequate governance frameworks and lack of specialized oversight.
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Accounting faces a critical talent shortage while client expectations and workload continue to increase.
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