Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Flori serves as a comprehensive cloud-based CRM and project management solution tailored for founders, freelancers, small agencies, and service teams. It consolidates client accounts, contacts, deals, projects, tasks, notes, and documents into one platform, which aids teams in managing the transition of information from sales to project execution. With the ability to structure workflows, monitor client projects, and communicate selected updates and approvals through client-facing pages, Flori enhances collaboration. Additionally, it integrates various AI assistants, such as Claude, ChatGPT, Codex, Cursor, and Grok, via a Model Context Protocol (MCP) server, allowing these assistants to interact with approved records and draft or finalize work for review by humans. Teams can select their preferred AI provider and are responsible for any associated subscription fees or model usage expenses. Importantly, Flori remains functional even without an AI connection, and users have access to a free plan that allows for the integration of AI assistants without necessitating the use of Flori AI credits. This flexibility makes Flori a versatile option for modern teams looking to streamline their project management and CRM needs.
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
Yes
Claude
Yes
Claude for Legal
Yes
Cursor
Yes
Model Context Protocol (MCP)
Yes
Codex CLI
Yes
Fireflies.ai
Yes
GitHub
Yes
Gmail
Yes
Google Calendar
Yes
Integrations
ChatGPT
Yes
Claude
Yes
Claude for Legal
Yes
Cursor
Yes
Model Context Protocol (MCP)
Yes
Codex CLI
No
Fireflies.ai
No
GitHub
No
Gmail
No
Google Calendar
No
Pricing Details
$12/user/month
Free Trial
No
Free Version
Yes
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
No
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
Flori
Website
useflori.com
Vendor Details
Company Name
Switch Holdings, LLC
Country
United States
Website
switchbooks.ai
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory 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