Switch-IO Reviews & Product Details

Switch-IO Budget Planning is an AI-native budgeting and forecasting module for finance teams, CFOs, and FP&A professionals. It enables organizations to build annual and rolling budgets, collaborate with department owners, and track performance against plan in one platform. The module connects to accounting and ERP systems, CRMs, HRIS and other platforms to pull actuals automatically, reducing manual data entry and spreadsheet consolidation. Aria, Switch-IO native AI engine assist with budget creation, forecasting, Insights, Board decks and various operational tasks, and users can compare budget versus actuals at the company, department, and account level. Budget Planning is part of the Switch-IO platform, which also includes BI, revenue intelligence, cash management, and accounts receivable. This allows budgets to be reconciled with cash flow and P&L data within the same system. The Budget module pricing is $6,000 per year and includes two admin users and unlimited contributor users. Switch-IO was founded in 2022 and serves companies in Israel and the United States.