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.

Pricing

Price Starts At:
$25/company/month
Price Overview:
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?:
Yes

Integrations

Offers API?:
Yes, Switchbooks provides an API
All Switchbooks Integrations

Screenshots and Video

A Switchbooks financial-report chat response showing a February 2026 profit-and-loss breakdown for Dunder Mifflin, including revenue, costs, gross profit, expenses, and net income.

A Switchbooks financial-report chat response showing a February 2026 profit-and-loss breakdown for Dunder Mifflin, including revenue, costs, gross profit, expenses, and net income.

A Switchbooks financial-report chat response showing a February 2026 profit-and-loss breakdown for Dunder Mifflin, including revenue, costs, gross profit, expenses, and net income. A Switchbooks chat response with a first-quarter financial table comparing January, February, March, and Q1 totals for revenue, costs, profit, and margin. A Switchbooks interface listing posted and unreviewed transactions in a table with dates, descriptions, amounts, and categories. A Switchbooks chat response recommending reducing paper inventory costs to improve profit, with savings estimates and supplier-pricing suggestions.

Company Facts

Company Name:
Switch Holdings, LLC
Company Location:
United States
Company Website:
switchbooks.ai
Edit This Page

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Video Library
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Small Business
Freelance
Supported Languages
English

Switchbooks Categories and Features

Bookkeeping Software

Bank Reconciliation
Expense Tracking
General Ledger

AI Accounting Software