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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Connect with all your banks, whether in Spain or other countries. You can view your transactions and account balances organized within a calendar format. Our advanced bank aggregation technology has been thoroughly validated with financial institutions across Spain, Portugal, Greece, Italy, the UK, Chile, Mexico, and Argentina. Stay updated with customizable alerts and notifications. You can easily input cash transactions and modify your information as needed. With just one click, you can export your financial data. We prioritize security with 256-bit encryption, and our file is registered with the Spanish Agency for Data Protection. Additionally, our company has undergone an audit by Lextools to ensure compliance with RGPD regulations. Consider how much time you typically spend accessing various banking platforms; our innovative technology operates in real-time to streamline that process. Whether you choose to implement a straightforward line of JavaScript or utilize our well-documented Rest API, you can seamlessly integrate banking aggregation into your application or website without any hassle. This efficient solution not only saves you time but also enhances your overall financial management experience.

Description

Switchbooks gives small businesses and accountants a conversational way to keep their books. From a browser, users can review and categorize transactions, post entries, create journal entries, reconcile bank and credit card statements, and ask questions about financial reports. Plaid connects supported US accounts, while QuickBooks, CSV, and Excel imports help bring existing records into the system. The product includes payee rules, profit and loss statements, balance sheets, cash flow reports, general ledgers, and combined reporting across multiple companies. It also connects to ChatGPT, Claude, Cursor, Grok Bot, and other compatible MCP clients for supported bookkeeping actions. Switchbooks is developed by Switch Holdings, LLC and costs $25 USD per company per month. All features are included, and a 10-day free trial is available without a credit card.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ChatGPT No 
Claude No 
Claude Duet No 
Claude for Legal No 
Cursor No 
Google Cloud Platform Yes 
Grok Bot No 
Model Context Protocol (MCP) No 
Plaid No 

Integrations

ChatGPT Yes 
Claude Yes 
Claude Duet Yes 
Claude for Legal Yes 
Cursor Yes 
Google Cloud Platform No 
Grok Bot Yes 
Model Context Protocol (MCP) Yes 
Plaid Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$25/company/month
Switchbooks costs $25 USD per company per month. The plan includes all product features and multi-company reporting. A 10-day free trial is available with no credit card required.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Morpheus Aiolos

Founded

2012

Country

Spain

Website

www.afterbanks.com

Vendor Details

Company Name

Switch Holdings, LLC

Country

United States

Website

switchbooks.ai

Product Features

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management No 

Product Features

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation Yes 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking Yes 
Fixed Asset Management No 
General Ledger Yes 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management No 

Alternatives

Alternatives

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