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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 Packgestion?

At the same time, you have the opportunity to acquire our Packgestion support package, which includes training for effectively using this software. We will provide a remote presentation demonstrating how to make the most of this tool. Packgestion is built in an Excel format, and we are happy to tailor it to suit your company's unique operations, integrating key data such as statistics, graphs, and analyses. The choice of Excel for this program not only allows for competitive pricing but also enhances its flexibility to adapt to your specific needs and daily tasks. Utilizing Packgestion can help you conserve precious time, as it reduces the need for duplicate data entry and decreases the likelihood of errors. With all files interconnected, you can achieve a holistic view of your business's performance by inputting data just once, which significantly streamlines your workflows. Moreover, the user-friendly design of Packgestion makes it an excellent choice for companies aiming to boost their operational efficiency, ensuring that you can focus more on strategic activities. Ultimately, this tool not only simplifies processes but also empowers your team to work more effectively.

Media

Media

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

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

Switch Holdings, LLC

Company Location

United States

Company Website

switchbooks.ai

Company Facts

Organization Name

Infogestion

Date Founded

2006

Company Location

Switzerland

Company Website

en.infogestion.ch/software-billing-excel-infogestion/

Categories and Features

AI Accounting

Not specified

Bookkeeping

Bank Reconciliation
Expense Tracking
General Ledger

Categories and Features

Bookkeeping

Not specified

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