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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
AccountsIQ cloud accounting software makes it easy to capture, process, and report financial data from multiple locations. We transform finance functions by enabling financial controllers, finance directors and CFOs to:
- Get a complete view of their organization and subsidiaries
Access powerful, real-time reports and KPIs in real-time
Our multi-level coding capability allows you to get amazing analytics
Automate consolidation
Our collaboration tools and apps will help you work more efficiently and flexiblely.
- Increase efficiency through the integration of key business systems
Our financial management software was named Mid-Market and Enterprise Accounting Software of the year 2019 and 2018, respectively, and we were a finalist for 2020.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Plaid
Yes
Arlo Training Management Software
No
CMAP
No
Chaser
No
ChatGPT
Yes
Cursor
Yes
Expensify
No
Fourth
No
Grok Bot
Yes
Joblogic
No
Integrations
Plaid
Yes
Arlo Training Management Software
Yes
CMAP
Yes
Chaser
Yes
ChatGPT
No
Cursor
No
Expensify
Yes
Fourth
Yes
Grok Bot
No
Joblogic
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
Pricing Details
£199
There are three product bands - Essentials (AIQ1) includes all the features one would expect from a full-featured financial management platform and starts from £199 per month, Growth (AIQ2) includes multi-entity consolidation and starts from £450 and please contact us to learn more about Enterprise (AIQ3).
Free Trial
No
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
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Switch Holdings, LLC
Country
United States
Website
switchbooks.ai
Vendor Details
Company Name
AccountsIQ
Founded
2005
Country
United Kingdom
Website
www.accountsiq.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
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
Yes
General Ledger
Yes
Government
No
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes
Accounting Practice Management
Approval Workflow
Yes
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
For CPA Firms
Yes
Project Management
No
Staff Management
No
Time Tracking
Yes
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
Yes
Cash Management
Yes
Check Writing
Yes
Duplicate Payment Alert
Yes
Fraud Detection
Yes
General Ledger Entry
Yes
Vendor Management
Yes
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
Yes
Check Processing
Yes
Collections Management
Yes
Online Payment Processing
Yes
Overpayment Processing
Yes
Partial Payments
Yes
Receivables Ledger
Yes
Recurring Billing
Yes
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
Cash Management
Yes
Collections
Yes
Expense Tracking
Yes
Fixed Asset Management
Yes
General Ledger
Yes
Payroll
No
Revenue Recognition
Yes
Spend Management
Yes
Tax Management
Yes
Budgeting
"What If" Scenarios
Yes
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
Yes
Run Rate Tracking
Yes
Version Control
No
Expense Report
Approval Process Control
Yes
Invoice Management
Yes
Multi-Currency
Yes
Receipt Management
Yes
Reimbursement Management
Yes
Spend Control
Yes
Time Tracking
Yes
Workflow Management
Yes
Financial Management
Budgeting & Forecasting
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Currency Management
Yes
Financial Reporting
Yes
Investment Management
Yes
Project Management
Yes
Revenue Recognition
Yes
Risk Management
No
Tax Management
Yes
Financial Reporting
"What If" Scenarios
No
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Alternatives
No Alternatives
