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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Discover the only automated bookkeeping solution tailored specifically for Accounting Firms that allows you to regain control over your bookkeeping processes. You can eliminate the need for hiring additional staff or spending excessive resources on data entry tasks. Our focus is on maximizing capacity while minimizing resource use and ensuring the highest accuracy possible, which ultimately enhances your organization’s capabilities. This increased capacity enables you to serve your clients more effectively, grow your customer base, expand your service offerings, distinguish yourself in a crowded market, or simply pursue your passions. With features like SOC2 Type 2 compliance, bank-grade security, and the expertise of qualified accountants, your financial records are always securely managed. Experience significant savings and enhanced scalability through automation rather than relying on manual data entry. Our solution is designed to grow alongside your firm, becoming more cost-effective for each client over time. Your success truly reflects our mission, as we are committed to helping you thrive in the accounting landscape. As you harness the power of automation, you’ll find new opportunities to innovate and elevate your business.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS No 
ChatGPT Yes 
Claude Yes 
Claude Duet Yes 
Claude for Legal Yes 
Cursor Yes 
Desktop.com No 
Grok Bot Yes 
Model Context Protocol (MCP) Yes 
Plaid Yes 

Integrations

Axis LMS Yes 
ChatGPT No 
Claude No 
Claude Duet No 
Claude for Legal No 
Cursor No 
Desktop.com Yes 
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

$99 per month
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 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

Botkeeper

Founded

2015

Country

United States

Website

www.botkeeper.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

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 No 

Alternatives

Alternatives

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