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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

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Description

Leah Books provides cloud-based bookkeeping and accounting solutions tailored for small enterprises. It features functionality for managing both one-time and recurring invoices, allows for online payments via cards or bank transfers, facilitates bill entry and approval, enables check printing, and offers customer payment portals. Users are able to link their bank and credit card accounts, implement categorization rules, capture receipts for matching, and perform account reconciliations. The reporting capabilities include detailed insights into profit and loss, balance sheets, cash flow, aging reports, and comparisons of budget versus actual performance. Additionally, the Payroll plan automates the calculation of payroll taxes, generates paychecks and pay stubs, and prepares essential federal forms like 941 and 940, along with state-specific reports and W-2s for easy filing; an accompanying employee app also aids in tracking time and time off requests. Extra features encompass e-signature capabilities, customer relationship management (CRM) tools, location-based sales tax adjustments, management of fixed assets, and tracking for multiple business locations. While the software provides an extensive range of features, bookkeeping services are available separately and do not come bundled with the software plans. This separation allows businesses to choose the level of service that best suits their operational 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 No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

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

Integrations

ChatGPT Yes 
Claude Yes 
Claude Duet Yes 
Claude for Legal Yes 
Cursor Yes 
Grok Bot Yes 
Model Context Protocol (MCP) Yes 
Plaid Yes 

Pricing Details

$29/month
Software plans start at $29 per month, with a 15-day free trial. Bookkeeping services are separate and are not included in software plans.
Free Trial Yes 
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 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

Leah Bookkeeping

Country

United States

Website

leahbooks.com

Vendor Details

Company Name

Switch Holdings, LLC

Country

United States

Website

switchbooks.ai

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

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 

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