Switchboard for Finance

Close the month on numbers that tie out.

Switchboard joins your accounting system, your storefront, and the spreadsheets in between into one model of the business. Ask why gross margin moved, get the driver named in a minute, and set the close pack to be ready on day three.

Book a demo 8 reasons to run finance on Switchboard
Used in production by teams at

8 reasons to run finance on Switchboard.

  1. It joins every system the money runs through.

    Switchboard pulls QuickBooks or NetSuite, your storefront, your billing system, and the spreadsheets in between into one model of the business, from order to P&L.

    Accounting
    QuickBooks
    NetSuite
    Xero
    Stripe
    Revenue
    Shopify
    Amazon
    BigCommerce
    Salesforce
    Operations
    HubSpot
    Airtable
    Zendesk
    Recharge
    The rest
    Sheets
    Your ERP
    Billing system
    We build the rest

  2. Every number ties out to the books.

    Three reports saying three different things is a definitions problem, and reconciling them lands on you at close. Switchboard defines each metric once (what counts as net revenue, which accounts roll into COGS), so the number on the dashboard matches the number in the books and traces back to its source.

  3. Switchboard's built-in AI is the analyst you were going to hire.

    Ask in plain language. Operator writes the query, checks the answer against QuickBooks and NetSuite, and shows its work.

    "Within a few days we had all of our data centralized in one easy-to-use platform. We're making decisions faster without having to hire a data team."
    Matthew Elliott Controller, All American Printing
    The close question is one conversation.

  4. When a number doesn't tie out, it finds out why.

    Ask why the dashboard doesn't match QuickBooks and Operator finds the cause: a refund booked to the wrong month, an order counted twice, a stalled sync. It proposes the fix; you approve it.

  5. Book a demo

  6. Teach it the close once, then hand it off.

    Operator remembers your definitions: what counts as COGS, which accounts roll up where, how you present variance. Schedule the reporting pack and it's built by the time you sit down to close.

    Acme Co. / Finance
    Active
    Monthly Close Pack
    Day 3 · 7:00 AM
    Inputs · joined on account
    P&L actuals QuickBooks
    COGS & inventory NetSuite
    Orders & refunds Shopify
    Action
    Build the close pack document
    Post to #finance in Slack
    Last run Jul 3 · 7:00 AM
    ✓ 3 sources reconciled
    ✓ Close pack built
    ✓ Slack #finance notified

  7. Switchboard comes with a data team.

    Our engineers connect your systems, build the model around how you close the books, and stay on the account as the chart of accounts changes. You give us a few hours in week one, and nobody on your team has to learn SQL.

    See how we work

    "It feels like we hired a full data team overnight, without the cost or complexity."

    Alyse Borkan, Co-Founder  Rocco

  8. If you work in Claude, your data comes with you.

    Switchboard plugs into Claude over MCP, the open standard for connecting AI tools to data. Claude gets your joined data and the definitions behind it, so it quotes the same numbers your dashboards show.

    See how the Claude connection works

  9. It costs less than the stack it replaces.

    The alternative is a BI tool, a planning add-on, spreadsheet glue, and a hire to run them. Switchboard is one contract, never priced per seat, and the engineering is included.

    Assemble it yourself
    4 tools A BI tool, a planning add-on, spreadsheet glue, and the pipelines underneath
    4 contracts Each priced, renewed, and supported separately
    1 hire An analyst between you and the numbers
    Months Before the books and the dashboard agree
    Switchboard
    1 product Pipelines to dashboards to agents, in one login
    1 contract One all-in price, never per seat. The engineering is in it
    0 hires Our engineers build your model and keep it current
    Days To your first live dashboards

FAQ

How long does setup take?

Typically days, not months. Your Switchboard engineer connects sources on day one, configures models and dashboards by day three, and you're live by the end of the week. You don't touch a credentials screen or a mapping table.

How much does it cost?

Book a demo and we'll give you a straightforward number. Pricing depends on your sources and complexity, but the engineer, the platform, and Operator are all included. It's not five separate line items.

Do I need to retire my current BI tool?

No. Switchboard runs alongside what you have today. Most customers migrate dashboards over piece by piece as Operator builds them, but nothing has to come out to get started.

What happens after the dashboards are live?

Your engineer stays on. They maintain your data models, add new sources as your stack changes, build new dashboards on request, and keep things current. The implementation becomes the weekly rhythm.

Get started

Get to the bottom of anything in the business.

See how finance teams close the month on Switchboard, from the first reconciliation to the board pack.

Book a demo