Switchbooks

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About Switchbooks

Deep Dive with Clara AI

Switchbooks is AI bookkeeping software for US small businesses and the accountants who support them. Users can work with their books in plain English, categorize and post transactions, create journal entries, and get financial reports without navigating a complex accounting system. Bank and credit card connections through Plaid bring transactions into one workspace. Categorization rules, double-entry bookkeeping, and statement reconciliation help keep records organized. Profit and Loss, Balance Sheet, and Cash Flow reports provide visibility into business performance. Accountants and owners can manage multiple companies from one login and view combined financial reporting. Switchbooks supports migration using prepared QuickBooks exports and connects with compatible AI assistants through its remote MCP server. Users can ask questions about their books and carry out supported bookkeeping tasks from the assistant they already use. One subscription includes every feature for $25 per company per month. A 10-day free trial is available without a credit card. Switchbooks focuses on bookkeeping, reconciliation, and reporting for people who want a simpler way to keep their books current.

Screenshots & Videos

Illustrative example — bookkeeping conversation

Pricing

Free Trial Available
Starts at $25.0.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

72%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Medium Business
Small Business
Freelancers

API Support

Available

Modes of Support

Online

Switchbooks Features

Show Feature Explanation

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Accounting Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

72%

General Ledger

Maintaining and recording all the accounting related transactions.

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Cash Management

Collection and management of cash.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Budget Forecasting

Helps to create budgets using past performance and future projections. Forecasting uses data, trends, and analytics to predict revenue, expenses, and cash flow.

Payroll Management

Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusion

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Spend Management

Managing the expenditure of a business in order to build its product or services

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Purchasing

Acquiring goods or services required for the business at minimal cost

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Multi-Currency

Enables payment and collection in multiple currencies.

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

Collections

Recovery of cash from a business or individual.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Accounts Receivable

Handling the money the client owes to the company.

Accounts Payable

Handling the money owed by a business to its suppliers.

Switchbooks Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Switchbooks — all features $25.00 $25.00 /company/month

USD $25 per company per month. Every feature included: AI categorization, bank connections, reconciliation, journal entries, financial reports, multi-company reporting, and accountant access. 10-day free trial; no credit card required.

Start Free Trial

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Switchbooks Reviews

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Switchbooks Screenshots

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Switchbooks FAQs

How much does Switchbooks cost?

Switchbooks costs USD $25 per company per month. Every feature is included, including multi-company reporting and accountant access.

Does Switchbooks offer a free trial?

Yes. Switchbooks offers a 10-day free trial with all features. No credit card is required to start.

Can accountants manage multiple companies?

Yes. Accountants and business owners can manage multiple companies from one login and view combined financial reporting. Each company costs $25 per month, with consolidated reporting included.

What is Switchbooks used for?

Switchbooks is Accounting Software. Switchbooks offers the following functionalities: