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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.

Description

Cloud Real Estate Management offers a comprehensive solution through the WorkSpeis platform, enabling investors and property managers to oversee every aspect of real estate operations from start to finish. The system includes features for accounting, maintenance, financial management, and more. Users can generate Profit-and-Loss statements, import bank statements, and manage vendor and tenant ledgers, as well as print checks effortlessly. The intuitive dashboard provides a clear visual representation of current financial status and projects future growth potential. Additionally, the time-tracking feature ensures that employee hours and overtime are accurately monitored. With our online web-bill-pay service, you can eliminate the hassle of preparing envelopes and checks, allowing you to focus on more important tasks. The platform's user-friendly design streamlines real estate management, ultimately enhancing operational efficiency and productivity.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$1 per month
Free Trial Yes 
Free Version Yes 

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 Yes 
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 Yes 
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) Yes 
In Person Yes 

Vendor Details

Company Name

Switch Holdings, LLC

Country

United States

Website

switchbooks.ai

Vendor Details

Company Name

WorkSpeis Technology

Country

United States

Website

www.workSpeis.com

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 

Product Features

Real Estate Property Management

Billing & Invoicing Yes 
Commercial Properties Yes 
Contact Management No 
Credit Check No 
Expense Management No 
Insurance Management Yes 
Landlord Database No 
Late Fee Calculation Yes 
Lease Management Yes 
Maintenance Management No 
Owner Portal Yes 
Payment Processing Yes 
Portfolio Management Yes 
Rent Tracking Yes 
Residential Properties Yes 
Tax Management Yes 
Tenant Database No 
Tenant Portal Yes 
Vacancy Tracking Yes 
Website Management No 

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