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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 Leah Books?

Leah Books offers cloud-based solutions for bookkeeping and accounting, specifically designed for small businesses. Its platform includes capabilities for handling both one-time and recurring invoices, as well as enabling customers to make online payments through credit cards or bank transfers. Users can efficiently manage bill entry and approval processes, print checks, and access customer payment portals. Additionally, the system allows for seamless integration with bank and credit card accounts, implementation of categorization rules, receipt capturing for matching purposes, and conducting account reconciliations. Reporting features provide in-depth insights into various financial metrics, such as profit and loss statements, balance sheets, cash flow analyses, aging reports, and comparisons of budgeted versus actual figures. The Payroll plan further simplifies payroll management by automating tax calculations, generating paychecks and stubs, and preparing necessary federal forms like 941 and 940, as well as state-specific reports and W-2s for effortless filing; an associated employee app enhances functionality by helping track time and manage time-off requests. Additional features include e-signature options, customer relationship management (CRM) tools, adjustments for sales tax based on location, management of fixed assets, and tracking capabilities across multiple business sites. While the software encompasses a wide variety of features, bookkeeping services are offered separately and are not included in the software packages, allowing businesses the flexibility to select the service level that aligns best with their unique operational requirements. This modular approach ensures that companies can tailor their bookkeeping solutions to effectively meet their specific financial management needs.

Media

Media

No images available

Integrations Supported

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

Integrations Supported

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

$29/month
Software plans start at $29 per month, with a 15-day free trial. Bookkeeping services are separate and are not included in software plans.
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

Leah Bookkeeping

Company Location

United States

Company Website

leahbooks.com

Categories and Features

AI Accounting

Not specified

Bookkeeping

Bank Reconciliation
Expense Tracking
General Ledger

Categories and Features

Accounting

Not specified

Bookkeeping

Not specified

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