SwitchbooksSwitch Holdings, LLC
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Related Products
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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.
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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
Supported
iPad
Supported
Android
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
Freelancers, entrepreneurs, small companies, and accounting teams seeking to automate bookkeeping, invoicing, tax preparation, reconciliation, and financial monitoring with AI
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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
Supported
Free Trial
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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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationNorman
Founded: 2023
Germany
norman.finance/
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Company InformationSwitch Holdings, LLC
United States
switchbooks.ai
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Alternatives |
AlternativesNo 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
Grok Bot
Not Supported
Model Context Protocol (MCP)
Not Supported
Plaid
Not Supported
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Integrations
ChatGPT
Supported
Claude
Supported
Cursor
Supported
Grok Bot
Supported
Model Context Protocol (MCP)
Supported
Plaid
Supported
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