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

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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.

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.

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. A Switchbooks chat response with a first-quarter financial table comparing January, February, March, and Q1 totals for revenue, costs, profit, and margin. A Switchbooks interface listing posted and unreviewed transactions in a table with dates, descriptions, amounts, and categories. A Switchbooks chat response recommending reducing paper inventory costs to improve profit, with savings estimates and supplier-pricing suggestions.
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Training Videos
Customer Support
Online Support

Switchbooks Features and Options

Bookkeeping Software

Bank Reconciliation
Expense Tracking
General Ledger

Switchbooks User Reviews

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