The future of bookkeeping is autonomous. And it begins now.

switchbooks categorizes your transactions, builds your reports, and manages your books. Not alongside you — for you. $25/month for our first 1,000 users.

switchbooks demo

Banking

Chase Business Checking

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 you today?

What can switchbooks do?

switchbooks handles your bookkeeping autonomously. Connect your bank accounts and the agent categorizes transactions, generates P&L, Balance Sheet, and Cash Flow reports, and manages your chart of accounts — all through plain English. $25/month, every feature included, no tiers.

Try switchbooks

How It Works

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

Connect your bank

Link through Plaid or import from QuickBooks. Five minutes, tops.

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.

switchbooks vs QuickBooks

QuickBooks is a tool. switchbooks is autonomous.

feature comparison

	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

pricing comparison

switchbooks

$25/mo

Everything included.

Unlimited transactions

AI agent

Auto-posting rules

All reports

Bank sync

QB migration

Multi-company

QuickBooks

$30–$200/mo

Features locked behind tiers.

Manual categorization

No AI agent

No auto-posting

—Reports ($60+/mo)

—Bank sync

—Manual migration

—Separate sub

10,000+

Bank connections supported through Plaid

3 min

Average time to migrate from QuickBooks

Seconds

To generate a P&L, Balance Sheet, or Cash Flow report

Date

Description

Connect your bank

Link through Plaid or import from QuickBooks. Five minutes, tops.

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.

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

The future of bookkeeping is autonomous. And it begins now.

Banking

Agent

How It Works

Connect your bank

The agent takes over

Ask anything

switchbooks vs QuickBooks

Put your books on autopilot

The future of bookkeeping is autonomous. And it begins now.

Banking

Agent

How It Works

Connect your bank

The agent takes over

Ask anything

switchbooks vs QuickBooks

Put your books on autopilot