Bookkeeping software you just talk to.

Say what you want and it happens.

Also inside Claude, Cursor and Grok Bot.

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.
BrysonFounder of Erway Associates LLC
I LOVE Switchbooks. It's been huge for me. I now feel comfortable doing my own books. Money well saved.
Diana C.Controller
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.
Don P.Club Pilates Owner

Switchbooks vs QuickBooks

QuickBooks gives you tools. Switchbooks does the work.

SwitchbooksQuickBooks
CategorizationTell the agentYou sort transactions
ReportsGenerated on demandYou build them
RulesThe agent learns and appliesYou create and manage
QuestionsAsk in plain EnglishSearch through menus
SetupConnect your bankConfigure everything
Price$25 a month, everything included$30 to $200 a month, by tier

See pricing

How it works

Connect your bank. Import from QuickBooks. Switchbooks handles the rest.

  1. Step 1

    Connect your bank

    Link through Plaid or import prepared QuickBooks files.

  2. Step 2

    The agent takes over

    Every transaction gets categorized for you. The agent learns your patterns, applies rules, and gets smarter over time. You stop sorting.

  3. Step 3

    Ask anything

    P&L, Balance Sheet, Cash Flow, generated on demand. Ask questions in plain English. Get real answers, not dashboards.