SwitchbooksSwitch 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.
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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.
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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
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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
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Audience
Businesses searching for a solution to automate 95% of their financial tasks
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Audience
Small businesses, freelancers, bookkeepers, and accountants managing their own or clients' books, including multiple companies.
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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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
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationBookeeping.ai
Canada
bookeeping.ai/
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Company InformationSwitch Holdings, LLC
United States
switchbooks.ai
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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