Add FiscalInsights with Dubsado
Add proper accounting to your Dubsado workflow.
Why Switch from Dubsado?
- ✓Full bookkeeping
- ✓Tax preparation
- ✓Financial reports
- ✓Cash flow
Quick Migration Steps
- 1.Keep Dubsado
- 2.Sign up for FiscalInsights
- 3.Connect accounts
- 4.Track all income/expenses
- 5.Run reports
Migration Guide
Dubsado excels as a client management and workflow automation platform for service businesses. The forms, schedulers, proposals, and client portals help you manage projects professionally. But like HoneyBook, Dubsado isn't accounting software—there's no expense tracking, no bank reconciliation, no P&L statements, and no tax preparation support.
Adding FiscalInsights to your Dubsado workflow gives you the complete financial picture. All revenue—whether collected through Dubsado or received directly—appears in your FiscalInsights dashboard via bank feeds. All expenses are tracked, categorized by the AI, and organized for tax compliance. You finally know your true profit after expenses, not just your gross revenue from Dubsado invoices.
The setup is quick because there's no complex migration. Connect your bank accounts, and FiscalInsights immediately starts categorizing your financial history. Within minutes you'll have a real-time P&L statement showing your actual profitability. Cash flow forecasting helps you plan for seasonal slowdowns, and tax estimation ensures you're setting aside enough for quarterly payments.
Step-by-Step Instructions
Keep Dubsado
Continue using Dubsado for what it does best: client workflows, forms, schedulers, and project management. FiscalInsights adds the accounting layer that Dubsado lacks—expense tracking, bank reconciliation, and tax-compliant reporting.
Sign up for FiscalInsights
Create your account at fiscalinsights.com. Choose "Using alongside Dubsado" during onboarding for a setup flow tailored to service-based creative businesses, with appropriate default categories for your industry.
Connect accounts
Link your business bank accounts and credit cards in FiscalInsights. All Dubsado payments, direct payments, and business expenses appear in one unified view. The AI categorizes each transaction into tax-ready business categories.
Track all income/expenses
FiscalInsights captures every financial transaction from your bank feeds, giving you complete visibility into business profitability. Dubsado payments are automatically identified and categorized as service revenue. Business expenses are tracked and organized by tax category.
Run reports
Generate profit and loss statements, review expense breakdowns by category, and monitor cash flow—all features that Dubsado doesn't provide. At tax time, your books are already organized with proper categorization for Schedule C filing.