What your firm gets
Firm login
Invite your whole team with firm-level access. Grant or revoke client access for team members from one account.
Easy QuickBooks migration
Import client charts of accounts, payees, and journal history through a guided QuickBooks workflow.
Client reporting
Profit & Loss, Balance Sheet, and Cash Flow for every client, with live share links instead of emailed PDFs.
Export-ready reports
Export P&L, Balance Sheet, and Cash Flow in Excel or CSV, compatible with major tax software.
Categorization
The agent categorizes transactions and learns from corrections. Cleaner client books, less cleanup.
Multi-company reporting
Choose the client companies in scope, review combined totals, and compare each company side by side.
Why firms are switching
No upsells
One plan. Everything included. No add-ons, no upgrades, no surprises.
Organized interface
Clean, focused, built for professionals. No clutter.
Guided migration
Export from QuickBooks Online, upload the files, and review the imported accounts, payees, and journal history before you begin.
Built for firms
Firm login, team access, and multi-client support are built in. No workarounds.
Frequently asked questions
How does firm login work?
As an accountant, you can invite team members to your accounting firm. Your team members get their own login credentials and you can grant or revoke access to specific client companies. This allows your entire team to work on client accounts while you maintain control over who has access to what.
Can I manage multiple clients from one account?
Yes! You can access all your client companies from one Switchbooks account. Switch between clients easily from your dashboard, and manage access for your team members across all clients.
How easy is it to migrate from QuickBooks?
Export the Vendor Contact List, the Account List and the Journal report from QuickBooks Online as CSV files, then upload them to Switchbooks. Each file is previewed before anything is imported, and a long history may need the Journal split by date.
Can I consolidate financials across multiple entities?
Yes. Switchbooks combines management reporting across selected companies so you can view group totals and compare entities. Automatic intercompany eliminations, currency translation, and statutory consolidation adjustments are not currently included.
What reports can I export?
Profit & Loss statements, Balance Sheets and Cash Flow reports export to Excel or Google Sheets, and Switch can send PDF statements from the chat.
How does the agentic categorization work?
New transactions arrive with a suggested category, drawn from how the books were filed before, and Switch posts them when asked. Corrections feed the next suggestions. Cleaner client books, less time fixing errors.
Your clients' books, done.
$25/month per client company. Every feature included.