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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 QuickSinq?

QuickSinq simplifies the bookkeeping process for small businesses and accountants by converting PayPal sales data for easy integration with Wave accounting software. By connecting their PayPal and Wave accounts, users can take advantage of QuickSinq's capability to organize transaction amounts, fees, refunds, and payment details into well-structured entries for bookkeeping. The service clearly separates sales from processing fees, enabling users to assess the entries before they are sent to Wave. This solution is particularly beneficial for businesses with ongoing PayPal transactions and for performing month-end reconciliations, as it significantly reduces the burden of manually tallying totals from spreadsheets or inputting each transaction one by one. Users are empowered to review the results and decide the best moment to synchronize them with their financial records. QuickSinq is accessible online and is specifically tailored to optimize the workflow between PayPal and Wave, establishing itself as a critical asset for effective bookkeeping practices. Ultimately, this innovative solution not only saves valuable time but also enhances the precision of financial reporting, contributing to more reliable business management.

Media

Media

No images available

Integrations Supported

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

Integrations Supported

PayPal
Wave Accounting

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

$9/month
$9/month for ongoing syncing, or $90/year for 12 months. Historical backfill is $25 per calendar year, purchased separately. The founding lifetime plan is $149 once and is limited to the first 100 purchases; it includes available supported PayPal history and future syncing.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / 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

Shifted Media Group

Company Website

quicksinq.com

Categories and Features

AI Accounting

Not specified

Bookkeeping

Bank Reconciliation
Expense Tracking
General Ledger

Categories and Features

Bookkeeping

Not specified

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No Alternatives

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