Switchbooks

Switchbooks

Switch Holdings, LLC
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About

Get a Bookkeeper to categorize your transactions and a dedicated controller to review your books to ensure accuracy. Your dedicated bookkeeper will close your books and generate financial statements in the format your investors expect. We only work with high-growth startups; that is our specialty. We enrich your spending data with robust vendor information, so our bookkeepers can more accurately categorize your transactions. Issue unlimited virtual cards for you and your employees in seconds. Control spending before it happens by setting daily/monthly spending limits or creating burner cards for one-time purchases. We are here to help you with any employee issues you may have and make sure you stay compliant.

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 looking for a powerful Bookkeeping platform

Audience

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

Support

Phone Support Not Supported
24/7 Live Support Not 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 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

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

Training

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

Training

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

Company Information

Every
Founded: 2021
United States
www.every.io

Company Information

Switch Holdings, LLC
United States
switchbooks.ai

Alternatives

Accountable

Accountable

Circo, Inc.

Alternatives

Accountable

Accountable

Circo, Inc.
Receipt Bot

Receipt Bot

Excelsious

Categories

Bookkeeping Supported
Payroll Supported
Treasury 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
Grok Bot Not Supported
Model Context Protocol (MCP) Not Supported
Plaid Not Supported

Integrations

ChatGPT Supported
Claude Supported
Cursor Supported
Grok Bot Supported
Model Context Protocol (MCP) Supported
Plaid Supported
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