Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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