switchbooks

Switchbooks connects ChatGPT to your accounting data so you can ask questions about your books in plain English. Pull profit and loss, balance sheet, and cash flow reports. Search transactions by payee, category, amount, or date. Look up journal entries, categories, and payees without opening a spreadsheet.

Works across every company on your Switchbooks account: switch between companies mid-conversation, or ask about consolidated results if you manage multiple entities.

The connection is read-only. It cannot post transactions, edit records, or send invitations, so your books stay exactly as you left them. Sign in with your existing Switchbooks account.