Community
Plugins, tutorials and articles for getting more out of Switchbooks.
Have a question? See common questions or ask your own.
Plugins
Use Switchbooks inside the assistant you already work in.
Claude
Connect from the Claude directory and ask for a P&L, a payee search, or what is waiting in To Review.
Claude directoryCursor
Add it from the Cursor marketplace and work the books from the same chat you code in.
Cursor marketplaceGrok Bot
Install the plugin from the Grok Bot marketplace and give your Bot the books.
Grok Bot marketplaceThe MCP server URL and full tool list are on the AI assistants page.
Tutorials
Step-by-step guides, from first connection to working with Elliott.
Connect Claude, Cursor or Grok Bot to Switchbooks
Add Switchbooks as a connector in Claude, from the Cursor marketplace, or as a plugin in Grok Bot, then ask about your books in plain English. What the connection can do, what it cannot, and how to disconnect.
Read the tutorialMigrate from QuickBooks Online
Export three CSV files from QuickBooks Online, upload them to Switchbooks, and bring over your payees, chart of accounts, and transaction history in minutes.
Read the tutorialRules and automatic categorization
How transactions get categorized in Switchbooks: rules run first, the agent suggests the rest, and only rules with auto-post enabled post anything by themselves.
Read the tutorialWorking with Elliott
How to get the most out of Elliott: what to ask, how he decides, when he asks you, how to undo, and what he hands back to the app.
Read the tutorialGetting Started with Switchbooks
Connect your bank accounts, review your first transactions, and let the agent handle categorization. A step-by-step first-week guide to Switchbooks.
Read the tutorialBlog posts
Bookkeeping, QuickBooks, and running more than one company.
Can ChatGPT Do My Bookkeeping? Here Is What Actually Happens
Can ChatGPT or Claude do your bookkeeping? A bookkeeper who ran a 40-person firm explains what AI gets right with a bank statement, where it goes wrong, and what changes when the assistant is connected to real books.
October 6, 2026Can Claude Do My Bookkeeping? Yes. Here Is How to Set It Up
Claude can do your bookkeeping once it is connected to real books. A former bookkeeping firm owner shows how to connect Claude to Switchbooks from the Claude directory, what to ask it, what it can change, and how undo works.
October 6, 2026Switchbooks vs QuickBooks Online: An Honest Comparison From Someone Who Used Both
A bookkeeper who ran a 40-person firm on QuickBooks Online compares it to Switchbooks: real prices after the 50% promo ends, consolidation, payroll and invoicing, AI, and how switching works.
October 6, 2026What MCP Means for Accounting, Explained by a Bookkeeper
MCP, the Model Context Protocol, is how Claude, Cursor and other AI assistants connect to accounting software. A former bookkeeping firm owner explains what it is, what it changes for bookkeepers and business owners, what to ask a vendor, and where the risks are.
October 6, 2026Your books, done.
$25/month. Every feature included.