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.
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Pricing
Starting Price:
$25/company/month
Pricing Details:
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 Trial:
Free Trial available.
Company Information
Switch Holdings, LLC
United States
switchbooks.ai
Videos and Screen Captures
Illustrative example — conversational bookkeeping and a software-spend question.
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Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online
Switchbooks Frequently Asked Questions
Q: What kinds of users and organization types does Switchbooks work with?
Switchbooks works with these users and organization types: Small Business and Freelance.
Q: What languages does Switchbooks support in their product?
Switchbooks supports these languages: English.
Q: What kind of support options does Switchbooks offer?
Switchbooks offers support via online.
Q: What other applications or services does Switchbooks integrate with?
Switchbooks integrates with: ChatGPT, Claude Duet, Claude for Legal, Claude, Cursor, Grok Bot, Model Context Protocol (MCP), and Plaid.
Q: Does Switchbooks have an API?
Yes, Switchbooks has an API.
Q: What type of training does Switchbooks provide?
Switchbooks provides training in the form of documentation and videos.
Q: Does Switchbooks offer a free trial?
Yes, Switchbooks offers a free trial.
Q: How much does Switchbooks cost?
Pricing for Switchbooks starts at $25/company/month.
Switchbooks Product Features
Bookkeeping
Bank Reconciliation
Supported
Expense Tracking
Supported
General Ledger
Supported
Accounts Payable
Not Supported
Accounts Receivable
Not Supported
Billing & Invoicing
Not Supported
Cash Management
Not Supported
Collections
Not Supported
Fixed Asset Management
Not Supported
Payroll
Not Supported
Revenue Recognition
Not Supported
Spend Management
Not Supported
Tax Management
Not Supported
