Switchbooks

Your ultimate AI bookkeeper, accountant, and CFO.

Do your bookkeeping with a prompt. Switchbooks brings AI accounting and bookkeeping to small businesses. Categorize and post transactions, reconcile bank accounts and credit cards, and create journal entries through conversation.

Understand your finances with profit and loss (P&L), balance sheets, and cash flow reports. Compare periods, investigate changes, and drill into the transactions behind the numbers. Ask follow-up questions in plain English to turn financial reports into clearer decisions.

Manage one business or switch between the companies you have access to. Get the big picture, then focus on the accounts, categories, and transactions that need attention.

Get started in two steps:

1. Connect your bank accounts and credit cards in Switchbooks. 2. Connect Switchbooks to Claude. Enable bookkeeping changes when connecting to let Claude update your books.

Other prompts to try:

• “Get my books ready for month-end.” Find uncategorized transactions, possible duplicates, and anything that needs my attention. Help me work through it.
• “My revenue is up—why is there less cash in the bank?” Walk me through where the money went.
• “Show me where my business is leaking money.” Find rising expenses, recurring subscriptions, and unusual spending worth investigating.
• “Clean up my books.” Review my uncategorized transactions, propose the right categories, and apply the changes I approve.
• “Which of my businesses is performing best?” Compare revenue, profit margins, and expenses across my companies. Show me what’s driving the differences.
• “Help me reconcile my bank accounts and credit cards.” Find what doesn’t match and walk me through resolving it.
• “Give me a CFO-style briefing for this month.” Explain what changed, what drove it, and the three things I should investigate first.
• “Make next month easier.” Find recurring transaction patterns and help me create rules to categorize them consistently.