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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 Business Importer?

Effortlessly transfer files straight to your chosen accounting software with zero manual effort required. This allows for seamless data recording in applications like QuickBooks, Xero, Sage Business Cloud Accounting, or MYOB, all while supporting imports from formats such as Excel, CSV, or Google Sheets and providing real-time result monitoring. We offer an intuitive file template that facilitates a one-click import process, making the task even easier. Furthermore, you have the capability to export various lists or items from your accounting software into an Excel file, simplifying the migration of company files. By eliminating outdated or inaccurate data, you can also set up automatic recurring imports without the need to open the application each time. The platform enables uploads directly from cloud storage services, allows for the scheduling of regular imports, provides options to reverse data imports when needed, and supports multiple simultaneous imports. With a myriad of additional features available, this efficient approach not only conserves time but also enhances the precision of your financial data management, ensuring your accounting tasks are handled effortlessly.

Media

Media

Integrations Supported

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

Integrations Supported

Dropbox
Google Drive
Google Sheets
Hyperfish
MYOB
MYOB Acumatica
Microsoft Excel
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
Xero

API Availability

Has API

API Availability

Has API

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

$10 per month
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

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Switch Holdings, LLC

Company Location

United States

Company Website

switchbooks.ai

Company Facts

Organization Name

CloudBusiness

Date Founded

2016

Company Location

United States

Company Website

b-importer.com

Categories and Features

AI Accounting

Not specified

Bookkeeping

Bank Reconciliation
Expense Tracking
General Ledger

Categories and Features

Bookkeeping

Accounts Payable
Accounts Receivable
Billing & Invoicing
Collections
Expense Tracking
General Ledger

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