Switchbooks Reviews

Switchbooks 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.

Pricing

Pricing Starts At:

$25/company/month

Pricing Information:

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

Integrations

API:

Yes, Switchbooks has an API

View Integrations

Reviews

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Company Details

Company:

Switch Holdings, LLC

Headquarters:

United States

Website:

switchbooks.ai

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Media

A Switchbooks financial-report chat response showing a February 2026 profit-and-loss breakdown for Dunder Mifflin, including revenue, costs, gross profit, expenses, and net income.