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Average Ratings 1 Rating
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
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