Autonomous bookkeeping. Every feature included.
Bank sync, autonomous categorization, instant financial reports, and an agent that manages your books in plain English. $25/month for our first 1,000 users.
Core Features
All 8 features included — bank sync, categorization, reports, agent, rules, customization, class reporting, and QuickBooks import
What's included
Every feature. One price. No tiers.
Realtime Bank Connections
Connect all your bank accounts, credit cards, and financial institutions in one place. Transactions sync automatically in real-time - no manual data entry needed.
Autonomous Categorization
Transactions are categorized autonomously — no manual sorting. The agent learns your patterns and gets more accurate over time.
Complete Financials
Profit & Loss reports show your income, expenses, and net profit. Balance Sheet shows what you own, what you owe, and your equity.
Autonomous Agent
Ask questions about your finances in plain English. Categorize transactions, generate reports, manage your books — through conversation.
Rules
Set up rules that automatically categorize your transactions. Rules run automatically when new transactions come in.
Custom Everything
Create your own chart of accounts exactly how you want it. Add unlimited categories and subcategories.
Reporting by Class/Location
Track different parts of your business separately - like locations, departments, or projects. Break down income and expenses by class in any report.
Easy QuickBooks Migration
Import your chart of accounts, payees, and journal entries from QuickBooks. Migration takes about 3 minutes — export from QBO, upload to switchbooks.
The agent categorizes your transactions
Transactions are categorized autonomously as they sync. The agent learns your patterns and applies rules.
Bank transactions with automated categorization and built-in agent chat
Frequently Asked Questions
The agent manages your chart of accounts
Need a new category or payee? Tell the agent. It creates, updates, and organizes — no menus, no forms.
Chart of accounts — create and manage payees and categories through chat
Built by bookkeepers. Run by an agent.
switchbooks was built by the team behind Ledge Accounting — a bookkeeping firm that manages the books for hundreds of small businesses. Every feature exists because we needed it for our own clients. This isn't guesswork — it's built on years of doing this work daily.