Switchbooks

Switchbooks

Switch Holdings, LLC
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About

Bookeeping.ai uses AI to complete financial tasks for you. TaxChat reads tax websites like the IRS and HMRC, so you get fast answers to your taxes. Slash bookkeeping time & cost by 87.5%. Uncover hidden tax savings and get real-time AI financial & business advice. Bookeeping.ai is pioneering text-to-action AI agents that automate sales, marketing, and finance tasks for small businesses. Founded by a Canadian entrepreneur and supported by a global team, Bookeeping.ai has earned multiple innovation awards for its groundbreaking products. Instantly create a new sheet with AI and start editing. Use chat messages to complete financial tasks. Auto-import transactions from your CSV or bank account. Fill out tax forms at the click of a button. Auto-scan emails and use a mobile app. Create & chat with your documents.

About

Switchbooks is AI bookkeeping software for US small businesses and accountants. It connects bank and credit card accounts through Plaid and supports QuickBooks, CSV, and Excel imports. Users can categorize and post transactions, create journal entries, apply payee rules, reconcile statements, and view financial reports through conversation. Reports include profit and loss, balance sheets, cash flow, and general ledgers, with combined reporting across companies. Switchbooks works in the browser and connects to ChatGPT, Claude, Cursor, Grok Bot, and compatible Model Context Protocol clients. It costs $25 USD per company per month, with all features included and a 10-day free trial that requires no credit card.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses searching for a solution to automate 95% of their financial tasks

Audience

Small businesses, freelancers, bookkeepers, and accountants managing their own or clients' books, including multiple companies.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$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 Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • - Bring existing data is very easy (especially from QBO) - Have an actual AI that doesn't only generate text but actually execute tasks - Very easy to use and blazingly fast - Importing CSV transactions is very easy and no processing requires, saves a ton of time - US and Canada bank integration - Basically an Accounting suite, they have Spreadsheets, Docs, File storage, Form filling and e-sign in one place. - Fast and responsive support - Built in email client to send and receive emails - Have collaborator support to bring team member and accountant - They have a very generous trial
  • Everything is done automatically, cleanest UI in any accounting tool. AI Accountant Paula with multi AI model support

Cons

  • - Limited bank support outside US and Canada, they said they are working on it to bring more
  • Bank connections offer only for US and Canada customers.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Bookeeping.ai
Canada
bookeeping.ai/

Company Information

Switch Holdings, LLC
United States
switchbooks.ai

Alternatives

Alternatives

Accountable

Accountable

Circo, Inc.

Categories

AI Accounting Supported
Bookkeeping Supported

Categories

AI Accounting Supported
Bookkeeping Supported

Bookkeeping Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
Collections Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
General Ledger Supported
Payroll Not Supported
Revenue Recognition Not Supported
Spend Management Not Supported
Tax Management Not Supported

Integrations

ChatGPT Not Supported
Claude Not Supported
Cursor Not Supported
Google Sheets Supported
Grok Bot Not Supported
Microsoft Excel Supported
Model Context Protocol (MCP) Not Supported
Plaid Not Supported

Integrations

ChatGPT Supported
Claude Supported
Cursor Supported
Google Sheets Not Supported
Grok Bot Supported
Microsoft Excel Not Supported
Model Context Protocol (MCP) Supported
Plaid Supported
Claim Bookeeping.ai and update features and information
Claim Bookeeping.ai and update features and information
Claim Switchbooks and update features and information
Claim Switchbooks and update features and information