Switchbooks

Switchbooks

Switch Holdings, LLC
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About

Norman is an AI-powered accounting and tax platform that handles bookkeeping end-to-end, from receipts and bank transactions to VAT returns and financial reporting. It automatically categorizes bank movements, matches uploaded or forwarded receipts to transactions, suggests the correct accounting entries, and keeps books continuously up to date without requiring manual data entry. AI agents work in the background to classify transactions, reconcile expenses, prepare filings, identify deductions, flag unusual bookings, and surface actionable financial insights. Norman can create, send, and track compliant invoices, while revenue is booked automatically and open items remain visible in the same workflow. Live dashboards show revenue, expenses, margins, deadlines, and estimated tax obligations as the underlying books change. For tax workflows, Norman prepares returns from current accounting data, runs checks, and lets users review and approve submissions before filing.

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 Supported
iPad Supported
Android 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

Freelancers, entrepreneurs, small companies, and accounting teams seeking to automate bookkeeping, invoicing, tax preparation, reconciliation, and financial monitoring with AI

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 Supported
Free Trial 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 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

Norman
Founded: 2023
Germany
norman.finance/

Company Information

Switch Holdings, LLC
United States
switchbooks.ai

Alternatives

Alternatives

No Alternatives

Categories

AI Accounting Supported
Sales Tax 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
Claim Norman and update features and information
Claim Norman and update features and information
Claim Switchbooks and update features and information
Claim Switchbooks and update features and information