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What is TB Works?

EZ Trial Balance software is offered in both Desktop and Cloud formats, delivering a robust solution that includes functionalities like trial balance imports, chart of accounts oversight, and the organization of various account categories, as well as the capacity to document journal entries and cash transactions, while also supporting general ledger upkeep, trial balance creation, working trial balance preparation, and the generation of multiple types of reports. Have you ever reminisced about the era when trial balance software was both accessible and cost-effective? Many of us fondly remember popular choices like Workpapers Plus and ATB, which were beloved by accountants everywhere. With this nostalgia in mind, EZ Trial Balance has been designed to provide simple trial balance options that adequately address your requirements, enabling efficient client onboarding and a fluid workflow without the extra complications and expenses commonly encountered in the accounting profession. Trying out EZ Trial Balance is incredibly simple; you can download a free demo of the desktop version or take advantage of a 7-day complimentary trial for the cloud version, with no need to provide credit card information or payment details! This way, you can thoroughly evaluate its capabilities and determine whether it aligns well with your accounting objectives, ensuring you make an informed choice. Ultimately, EZ Trial Balance aims to simplify your accounting process and enhance your overall efficiency.

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.

Media

Media

Integrations Supported

Integrations Supported

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

API Availability

API Availability

Has API

Pricing Information

$299 per user per year
Free Trial Offered?

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?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

TB Works Software

Date Founded

1999

Company Location

United States

Company Website

www.tbworkssoftware.com

Company Facts

Organization Name

Switch Holdings, LLC

Company Location

United States

Company Website

switchbooks.ai

Categories and Features

Accounting

Billing & Invoicing
CPA Firms
General Ledger
Nonprofits
Purchase Orders

General Ledger

Not specified

Categories and Features

AI Accounting

Not specified

Bookkeeping

Bank Reconciliation
Expense Tracking
General Ledger

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