Switch from Bonsai to FiscalInsights
Get more powerful accounting while keeping freelance simplicity.
Why Switch from Bonsai?
- ✓Better reporting
- ✓Cash flow forecasting
- ✓More integrations
- ✓Growing business ready
Quick Migration Steps
- 1.Export Bonsai data
- 2.Create account
- 3.Import data
- 4.Connect banks
- 5.Continue invoicing
Migration Guide
Bonsai serves freelancers well as an all-in-one suite covering contracts, proposals, invoicing, and basic accounting. But as your freelance business grows, the "basic" in basic accounting becomes limiting. You need real financial reports to understand profitability by client, cash flow forecasting to plan for slow months, and proper tax preparation to maximize deductions.
FiscalInsights picks up where Bonsai's accounting leaves off. The AI-powered categorization is vastly more sophisticated than Bonsai's rule-based approach, learning your specific patterns and handling edge cases that simple rules miss. Cash flow forecasting gives you a 90-day financial outlook so you can make informed decisions about taking on new clients or investing in your business. And the reporting suite provides genuine financial intelligence—P&L by client, expense trends, and margin analysis.
The transition preserves your client data and financial history so there's no disruption to your business. Many users keep Bonsai for contracts and proposals while using FiscalInsights for accounting, or switch entirely to FiscalInsights' invoicing which offers comparable features plus tighter financial integration.
Step-by-Step Instructions
Export Bonsai data
In Bonsai, go to Accounting > Settings and export your transaction history, client list, and invoice records as CSV files. Also download any contracts or proposals you want to retain, as these are managed separately in FiscalInsights.
Create account
Sign up at fiscalinsights.com and select "Migrating from Bonsai" during onboarding. The import flow is tailored for freelancers transitioning from all-in-one tools, with emphasis on preserving client relationships and financial history.
Import data
Upload your Bonsai CSV exports in the Migration Center. Client records, transaction history, and invoice data import with automatic field mapping. The AI studies your historical categorization patterns to replicate them going forward.
Connect banks
Link your business bank accounts and credit cards. If you were relying on Bonsai's basic bank connection, you'll notice FiscalInsights' bank feeds are more reliable and update more frequently, with AI-powered categorization that's significantly more accurate.
Continue invoicing
Set up your invoice templates in FiscalInsights to match your branding. Migrate any active recurring invoices. FiscalInsights' invoicing supports online payment via Stripe and PayPal, automatic reminders, and late fee calculation—features that streamline your billing workflow.