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Switchbooks

Claimed

Categorize transactions, reconcile accounts, and get reports through conversation

From $25/mo flat, billed monthly, free trial Visit Website
Tracked since 2026

The Bottom Line

Best for
US small businesses and accounting firms managing bookkeeping for one or multiple companies.
Price
From $25/mo flat, billed monthly, free trial. Compare plans

Key facts

  • All features are included in a paid plan.
  • The 10-day free trial requires no credit card.
  • Manage multiple companies under one login and view combined reports.

Pros

  • Manage multiple companies under one login and view combined financial reports.
  • All features are included in a paid plan, with a 10-day no-card trial.

Cons

  • Does not include native payroll, invoicing, accounts payable, or accounts receivable workflows.

What is Switchbooks?

Switchbooks provides AI bookkeeping for small businesses and accountants. Users can categorize and post transactions, create journal entries, reconcile statements, and request financial reports through conversation. It connects supported US bank and credit card accounts through Plaid, imports existing records, and combines reporting across companies. It also connects to ChatGPT, Claude, Cursor, and Grok Bot.

Available on: Web

Preview

Key Features

  • AI transaction categorization and posting
  • Journal entries and statement reconciliation
  • Profit and loss, balance sheet, cash flow, general ledger, and combined company reports

Pricing Plans

10-day Free Trial

Pricing checked Oct 28, 2026. Source: switchbooks.ai/pricing, read Oct 28, 2026

Switchbooks plans and prices, checked October 2026
Plan Price Details
Switchbooks (per company)

$25 / company per month

$25 USD per company per month, including all features. Each additional company costs another $25 per month. A 10-day free trial is available with no credit card required.

  • Transaction categorization, journal entries, reconciliation, and financial reports
  • Bank feeds
  • AI bookkeeping agent
+3 more
  • Profit & Loss, Balance Sheet, and Cash Flow reports
  • QuickBooks and file imports
  • Multi-company reporting included

Is Switchbooks worth the price?

Good value

Switchbooks offers a very straightforward pricing model: $25 per company per month, with all features included and no tiered restrictions.

This is quite generous compared to many bookkeeping services that charge by transaction volume or require higher-tier plans for essential features. It is best suited for small businesses with multiple entities or accountants managing client companies.

Full Switchbooks pricing: every plan, hidden costs and alternatives

How Switchbooks's pricing compares

Switchbooks starts at $25/mo flat for the whole organisation. Its direct competitors are priced on a different basis (per user, or in another currency), so each entry price below is shown with its own unit and currency and is not ranked against the others.

Switchbooks
$25/mo flat, whole organisation, billed monthly
$25/mo, billed monthly
$23/mo, billed monthly
$38/mo, billed monthly
$15.83/mo, billed yearly
$15/mo, billed monthly
$16/user/mo, billed monthly
$320/mo for 20 users

Entry paid plan, monthly price (billing term shown per row), in each tool's own currency. Pricing checked Oct 28, 2026.

Email me when Switchbooks changes its price

One email per change, found on the vendor's own pricing page. Unsubscribe any time.

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Switchbooks FAQ

How much does Switchbooks cost?

Switchbooks costs $25 USD per company per month, including all features. A 10-day free trial is available with no credit card required.

Can accountants manage multiple companies?

Yes. Accountants can manage multiple companies under one login and view combined company reports.

What data can Switchbooks import?

Switchbooks supports QuickBooks, CSV, and Excel imports. Supported US bank and credit card accounts can also connect through Plaid.

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