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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
eFraud Investigator transforms various financial documents such as bank statements, credit card statements, and PDFs into transaction data that can withstand legal scrutiny, catering to the needs of forensic accountants, fraud investigators, attorneys, and government entities. This tool operates without the need for templates, effectively reading both scanned and digital documents from any financial institution while ensuring the accuracy of the data it extracts. Each transaction is meticulously validated against the printed balances provided by the bank, including both running balances for each line and daily balance tables when applicable, highlighting discrepancies when they arise. In cases where reconciliation fails, the software identifies the specific transactions involved. Users can view the original PDF page alongside the extracted data, allowing them to correct any inaccuracies or add transactions that may have been overlooked, with all modifications documented in a tamper-evident audit trail. Variants of counterparty names are identified but not automatically merged, leaving the decision to group them up to the reviewer, ensuring that the process remains both accountable and reversible. Moreover, it tracks the flow of funds, reveals patterns of structuring and round-dollar amounts, and can export the verified data in Excel, PDF, and CSV formats. The service is priced at $0.75 per page, with an introductory offer of 50 pages free, requiring no credit card for access. Additionally, this tool enhances the efficiency and accuracy of financial investigations, making it an invaluable resource for professionals in the field.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
ChatGPT
Yes
Claude
Yes
Cursor
Yes
Grok Bot
Yes
Model Context Protocol (MCP)
Yes
Plaid
Yes
Integrations
ChatGPT
No
Claude
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
$0.75 per page
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)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
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
eFraud Services
Founded
2020
Country
United States
Website
efraudservices.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
Fraud Detection
Access Security Management
No
Check Fraud Monitoring
No
Custom Fraud Parameters
No
For Banking
No
For Crypto
No
For Insurance Industry
No
For eCommerce
No
Internal Fraud Monitoring
No
Investigator Notes
No
Pattern Recognition
No
Transaction Approval
No
Alternatives
No Alternatives
