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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

StatementSheet is an intuitive web-based platform that transforms PDF bank statements into organized Excel or CSV files within seconds. Built for accountants, freelancers, and small business owners, it streamlines financial reporting by removing the need for manual data entry. Users upload their bank statements in PDF format, and StatementSheet’s advanced technology automatically extracts and formats the data into clean, structured spreadsheets. The tool supports a variety of bank layouts and ensures consistent formatting for accurate results. There is no software installation or configuration required, enabling quick and easy use. StatementSheet processes all files securely and delivers outputs that integrate seamlessly with popular accounting applications. This makes tasks like account reconciliation, tax preparation, and cash flow management faster and less error-prone. Overall, it helps users save valuable time and reduce financial reporting errors.

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

$20
Free Trial Yes 
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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs No 
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

StatementSheet

Founded

2024

Country

United Kingdom

Website

statementsheet.com

Vendor Details

Company Name

Switch Holdings, LLC

Country

United States

Website

switchbooks.ai

Product Features

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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