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Description
Cheqbook is quick and easy to use for business owners. It also has the features that accountants and bookkeepers require. Our patent-pending import technology and smart categorization can save business owners up to two weeks per year. Cheqbook was designed to be as easy and simple as possible, but there are some things you need to do when setting it up. Before you can start, connect to your online bank and credit cards. Make sure to connect even if you haven’t connected in a while. Add a company. You can also name your personal accounts "John & Mary Smith" for personal accounts. While we usually refer to a set or books as a company, it could also be your personal finances. You can sync your first bank account by selecting the bank you wish to use and entering your login name, password, and financial institution. As Cheqbook establishes a connection, you may be asked security questions.
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
No
API Access
Has API
Yes
Integrations
ChatGPT
No
Claude
No
Cursor
No
Grok Bot
No
Model Context Protocol (MCP)
No
PayPal
Yes
Plaid
No
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Integrations
ChatGPT
Yes
Claude
Yes
Cursor
Yes
Grok Bot
Yes
Model Context Protocol (MCP)
Yes
PayPal
No
Plaid
Yes
QuickBooks Online
No
QuickBooks Online Advanced
No
Pricing Details
$9.90 per month
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
Yes
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
cheqbook.com
Country
United States
Website
cheqbook.com
Vendor Details
Company Name
Switch Holdings, LLC
Country
United States
Website
switchbooks.ai
Product Features
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
Cash Management
No
Collections
No
Expense Tracking
No
Fixed Asset Management
No
General Ledger
Yes
Payroll
No
Revenue Recognition
No
Spend Management
Yes
Tax Management
Yes
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
No Alternatives