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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 LazyBooks?

LazyBooks is a comprehensive online accounting platform tailored for small businesses, freelancers, and individuals managing various enterprises. It effortlessly syncs bank and credit card transactions through Plaid and utilizes artificial intelligence to suggest suitable categories, enabling users to review and approve transactions or set rules for regular entries. The service simplifies bank reconciliation and produces critical financial documents, including profit and loss statements, balance sheets, and cash flow statements, based on user-approved transactions. Additionally, users can oversee client accounts and invoices, accept card payments via Stripe, and monitor overdue items while handling daily bookkeeping tasks; LazyBooks asserts that it does not charge extra for Stripe's processing fees. The Model Context Protocol (MCP) server further enhances the platform by allowing users to link compatible AI assistants to their organizations, providing read access and, if permitted, the capability to alter bookkeeping entries. Users can designate which businesses each assistant is authorized to engage with, thereby ensuring increased security and personalized access. This adaptability not only streamlines bookkeeping operations but also preserves user control over sensitive financial information, making it an efficient choice for modern business accounting needs. The emphasis on security and tailored access demonstrates LazyBooks' commitment to user privacy and the effective management of financial records.

Media

Media

No images available

Integrations Supported

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

Integrations Supported

ChatGPT
Claude
Cursor
Model Context Protocol (MCP)
Plaid
Claude Code
Stripe

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

$19/month
The $19/month plan covers up to three organizations. The first 60 days are free.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Switch Holdings, LLC

Company Location

United States

Company Website

switchbooks.ai

Company Facts

Organization Name

LazyBooks

Date Founded

2026

Company Location

United States

Company Website

lazybooks.com

Categories and Features

AI Accounting

Not specified

Bookkeeping

Bank Reconciliation
Expense Tracking
General Ledger

Categories and Features

Accounting

Not specified

Popular Alternatives

Popular Alternatives

No Alternatives
Accountable Reviews & Ratings

Accountable

Circo, Inc.