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ClickSWITCH Reviews, Pricing, Features & Alternatives in 2026

ClickSWITCH enables you to effortlessly switch and consolidate your financial accounts between banks and financial institutions, simplifying account management and saving you time.

Account Aggregation Software Financial Data Management Software Banking Integration Software Personal Finance Software
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Founded • United States • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is ClickSWITCH?

Account Aggregation Software

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

:

Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use ClickSWITCH?

Best for Company Sizes

Popular Industries

Our Verdict

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User Reviews

Overall Rating

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Based on 0 reviews

Ratings Breakdown

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Secondary Ratings

Ease of Use
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Value for Money
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Customer Support
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Functionality
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