Switchbooks

Switchbooks

Switch Holdings, LLC
bkper

bkper

Bkper
+
+

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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.

About

With Bkper everyone can work together in the same book at the same time, with bots helping on the hard bookkeeping work, getting a real-time balance sheet and profit & loss statements. Use the power of Google Sheets to run formulas, create beautiful dashboards and quickly import/export transactions, while keeping all your financial data consistently stored in an unlimited searchable archive. Bkper connects to more than 10.000 bank institutions across the globe to take your finances to the next level. Secure and reliable connections to multiple banks and credit card accounts. Automatic updates of new transactions. Easy reconciliation with existing and new data. Bkper simplifies your bookkeeping with Apps and Bots for your books. Use Apps that work in the context of your books. Work with Bots to automate repetitive tasks. Integrate to any third-party solutions. Safe, global, economical, high performance and constant improvements.

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 Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Companies seeking a solution to manage their finance and accounting operations

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

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

Pricing

$6 per month
Free Version 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

Switch Holdings, LLC
United States
switchbooks.ai

Company Information

Bkper
Founded: 2014
Brazil
about.bkper.com

Alternatives

Alternatives

Accountable

Accountable

Circo, Inc.
Tally Book

Tally Book

Tallybook.org
Neo-Capital

Neo-Capital

Neo-Capital LLC

Categories

AI Accounting Supported
Bookkeeping Supported

Categories

Accounting 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

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Not Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Not Supported

Integrations

Axis LMS Not Supported
ChatGPT Supported
Claude Supported
Cursor Supported
Grok Bot Supported
Model Context Protocol (MCP) Supported
Nekton.ai Not Supported
Plaid Supported
Pluga Not Supported
Stackreaction Not Supported
Wufoo Not Supported
Zapier Not Supported

Integrations

Axis LMS Supported
ChatGPT Not Supported
Claude Not Supported
Cursor Not Supported
Grok Bot Not Supported
Model Context Protocol (MCP) Not Supported
Nekton.ai Supported
Plaid Not Supported
Pluga Supported
Stackreaction Supported
Wufoo Supported
Zapier Supported
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