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What is Switchbooks?

Switchbooks is a browser-based bookkeeping application from Switch Holdings, LLC for small businesses, bookkeepers, and accountants. Its AI assistant helps users work with transactions and reports in plain language. Core functions include transaction categorization and posting, journal entries, payee rules, statement reconciliation, and managing multiple companies. Supported US bank and credit card accounts connect through Plaid; existing records can also be imported from QuickBooks, CSV, or Excel. Users can review profit and loss, balance sheet, cash flow, and general ledger reports, including combined reporting across companies. Connectors support ChatGPT, Claude, Cursor, Grok Bot, and compatible MCP clients. A single plan includes all features for $25 USD per company per month. New users can try the product for 10 days without entering a credit card.

What is Acttopus?

For anyone seeking an effective solution to manage their business finances, Acttopus stands out as an excellent choice! This platform simplifies the process of monitoring transactions, organizing receipts and bills, and generating financial statements. Additionally, it allows users to share their dashboards with external parties, providing an added layer of reassurance. With Acttopus, you benefit from comprehensive documentation of every transaction, access to real-time data for your team, and the convenience of exporting your information with just one click. Moreover, being cloud-based means you can enjoy significant storage savings while ensuring your financial data is always securely accessible. This makes Acttopus not only a practical tool but also a smart investment for your business's financial health.

Media

Media

Integrations Supported

ChatGPT
Claude
Claude Duet
Claude for Legal
Cursor
Grok Bot
Model Context Protocol (MCP)
Plaid

Integrations Supported

Microsoft Excel

API Availability

Has API

API Availability

Pricing Information

$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 Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Switch Holdings, LLC

Company Location

United States

Company Website

switchbooks.ai

Company Facts

Organization Name

Acttopus

Date Founded

2022

Company Location

Egypt

Company Website

acttopus.com

Categories and Features

AI Accounting

Not specified

Bookkeeping

Bank Reconciliation
Expense Tracking
General Ledger

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Project Accounting
Purchase Orders
Tax Management

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

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