Automation built for
tax & accounting
Dynamic Automation creates bespoke, AI-assisted solutions that fit your workflow — not the other way around. Purpose-built tools for the professionals who need them most.
What we do
We build focused automation tools that eliminate the manual work holding your team back.
AI-Assisted
Leveraging AI to reduce intensive, manual processes — from data extraction to report generation.
Bespoke Solutions
Tailored to your workflow. Every tool we build adapts to how you work, not the other way around.
Tax & Accounting Focus
Deep domain expertise. Built by practitioners who understand the nuances of fund administration.
K1Manager
Automated K-1 extraction, validation, and aggregation. From PDF to Excel — with deterministic accuracy.
- PDF-to-Excel K-1 extraction for K-1, K-3, and 65+ state forms
- Deterministic coordinate-based parsing — 99%+ accuracy, no ML guesswork
- Multi-entity aggregation matrix with modification tracking
- Template-driven, configurable per client
The industry is at an inflection point
Accounting graduates have declined 30% from their 2015 peak. CPA applicants have hit historic lows. The talent pipeline that sustained public accounting for decades is narrowing — and the complexity of tax compliance keeps growing.
Automation isn't optional anymore. It's how firms bridge the gap between shrinking teams and expanding workloads. That's what Dynamic Automation is built for.
Source: AICPA Trends Report, 2024
Built by practitioners
Dynamic Automation was founded by a Big 4-trained tax professional who saw firsthand how manual processes consume the best talent. Our solutions are built with deep domain knowledge — not by engineers guessing at tax workflows.
About us ↗