Switchbooks
Categorizes bank transactions with an agent that learns rules and generates P&L, balance sheet and cash flow reports on demand.
≈ 1visits/mo
Little sign of use · estimate, read 2026-10-12
- For
- Small business owners and accounting firms managing one or many client companies' books.
- Price
- From $25/mopricing page, read 2026-10-13 ↗
- Activity
- Actively maintainedsite updated 5 days ago
- Company
- Switch Holdings, LLC · Domain since 2025site footer · domain registered
- Sort bank transactions into categories without manual entry
- Generate profit and loss, balance sheet, and cash flow reports
- Consolidate financials across multiple client companies
- Domain since2025domain registered
- Run bySwitch Holdings, LLCsite footer ↗
- Trains on your dataYesprivacy policy ↗
- Privacy policy updated2026-10-04privacy policy ↗
“We may use your personal information to: Improve and develop our products and services by analyzing how they are used and interacted with, by training our artificial intelligence models and other machine learning models, as well as by assessing the use of and interactions with our Platform and certain content our customers send or display through the Platform, including by conducting data analytic”
privacy policy ↗
These are Switchbooks's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.
- MCP serverai.switchbooks/switchbooksverified in the MCP registry
- Stateanswers, requires sign-inchecked 2026-10-13
- Address to connectapp.switchbooks.ai/api/mcp
Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.
Figure and bar: visits/mo, estimate · year: online since
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What is Switchbooks?
Categorizes bank transactions with an agent that learns rules and generates P&L, balance sheet and cash flow reports on demand. It is listed in the Atlas under Finance and made by Switch Holdings, LLC.
Who is Switchbooks for?
Small business owners and accounting firms managing one or many client companies' books.
How much does Switchbooks cost?
Paid plans start at $25/mo, per Switchbooks's pricing page on 2026-10-13.
Is Switchbooks free?
No. Its pricing page showed no free plan on 2026-10-13.
Do people use Switchbooks?
Little sign of use: ≈ 1 visits/mo · estimate, 2026-10.
Is Switchbooks still maintained?
Actively maintained: site updated 5 days ago.
Who owns Switchbooks?
Switchbooks is run by Switch Holdings, LLC, per its site footer (2026-10-13).
Does Switchbooks train AI on your data?
Yes, per its privacy policy (2026-10-13): “We may use your personal information to: Improve and develop our products and services by analyzing how they are used and interacted with, by training our artificial intelligence models and other machine learning models, as well as by assessing the use of and interactions with our Platform and certain content our customers send or display through the Platform, including by conducting data analytic”
Is Switchbooks safe?
We do not audit vendors. What Switchbooks publishes, read 2026-10-13: on training with your data, “We may use your personal information to: Improve and develop our products and services by analyzing how they are used and interacted with, by training our artificial intelligence models and other machine learning models, as well as by assessing the use of and interactions with our Platform and certain content our customers send or display through the Platform, including by conducting data analytic”.
How do I cancel Switchbooks?
In its own words (terms of service, 2026-10-13): “Your payment to Switchbooks will automatically renew at the end of the applicable subscription period but you can cancel a subscription at any time.”
What are alternatives to Switchbooks?
In Finance, by use: Ramp, Pilot, Holdings, Numeric, Digits, Agicap.
Not quite it? Describe the job
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