Transactions
| Date | Description | Category | Amount |
|---|---|---|---|
| 03-10 | Stripe Transfer | Sales | $4,250.00 |
| 03-09 | Google Workspace | Software | -$18.00 |
| 03-08 | Gusto Payroll | Payroll | -$3,200.00 |
| 03-07 | Amazon Web Services | Software | -$142.50 |
| 03-06 | Client Payment - Acme | Services | $2,800.00 |
| 03-05 | Meta Ads | Advertising | -$500.00 |
| 03-04 | Stripe Transfer | Sales | $1,920.00 |
| 03-03 | Office Supplies Co | Supplies | -$85.30 |
Agent
How can I help?
I've always been frustrated that QuickBooks can't combine my clients' companies into consolidated financials. switchbooks solved that for me. Not to mention, it's so much easier to use.
I LOVE switchbooks. It's been huge for me. I now feel comfortable doing my own books. Money well saved.
What I enjoy most is the time savings. My team and I love how easy the books are to update. And instead of sending financials around in emails, I just send links. So much easier.
So happy I found this QuickBooks killer.
My only regret is not finding it sooner. I love the evergreen links for reporting to my clients.
switchbooks vs QuickBooks
QuickBooks is a tool. switchbooks is autonomous.
| switchbooks | QuickBooks | |
|---|---|---|
| Categorization | Tell the agent | You sort transactions |
| Reports | Generated on demand | You build them |
| Rules | The agent learns and applies | You create and manage |
| Questions | Ask in plain English | Search through menus |
| Setup | Connect your bank | Configure everything |
Everything included.
Features locked behind tiers.
How It Works
Connect your bank. Import from QuickBooks. switchbooks handles the rest.
Connect your bank
Link through Plaid or import prepared QuickBooks files.
The agent takes over
Every transaction is categorized autonomously. It learns your patterns, applies rules, and gets smarter over time. You stop sorting.
Ask anything
P&L, Balance Sheet, Cash Flow — generated on demand. Ask questions in plain English. Get real answers, not dashboards.
Built by the team behind Ledge Accounting, a bookkeeping firm that manages the books for hundreds of small businesses.
1 plan
Every switchbooks feature included
5 reports
P&L, Balance Sheet, Cash Flow, Snapshot, and Forecast
Multi-company
Combined financial reporting included