Audience
Small businesses, freelancers, bookkeepers, and accountants managing their own or clients' books, including multiple companies.
About Switchbooks
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.
Pricing
Company Information
Videos and Screen Captures
A Switchbooks financial-report chat response showing a February 2026 profit-and-loss breakdown for Dunder Mifflin, including revenue, costs, gross profit, expenses, and net income.
