Switchbooks

Description

From the marketplace listing

Read financial reports and edit your bookkeeping in ChatGPT. Switchbooks helps business owners, bookkeepers, and accountants review profit and loss (P&L), balance sheets, and cash flow; find and categorize transactions; and manage journal entries across the companies they can access. Choose the permissions when connecting. Read access lets the plugin retrieve and analyze your accounting data. If you explicitly allow bookkeeping changes, it can also edit transaction descriptions, dates, notes, categories, and payees; categorize, post, unpost, split, and match transactions; create and edit journal entries; manage categories, payees, and categorization rules; complete supported reconciliations; and undo supported changes. Requests to look over, review, analyze, or explain your books stay read-only unless you also authorize changes. Actions remain subject to your company access and the connection permissions you grant. Existing read-only connections need to reconnect with bookkeeping changes allowed before making edits. These actions change bookkeeping records. The plugin does not transfer money between bank accounts, initiate payments, or trade investments. It cannot send emails or teammate invitations, and it cannot bypass company access controls. Sign in with your existing Switchbooks account and review the changes and financial results returned by the tools.