Switch from FreshBooks to FiscalInsights
Migrate from FreshBooks easily. Keep your client data, invoices, and expense history.
Why Switch from FreshBooks?
- ✓More features
- ✓AI bookkeeping
- ✓Better reporting
- ✓Cash flow forecasting
Quick Migration Steps
- 1.Export FreshBooks data
- 2.Sign up for FiscalInsights
- 3.Import data
- 4.Set up bank feeds
- 5.Review and go live
Migration Guide
FreshBooks excels at invoicing and time tracking, but many users outgrow its limited reporting and lack of automation as their business scales. Migrating to FiscalInsights gives you everything FreshBooks offers for invoicing plus AI-powered expense categorization, cash flow forecasting, and comprehensive financial reports that FreshBooks simply doesn't provide.
The migration process preserves your client relationships and invoice history so there's no disruption to your billing workflow. Active clients, outstanding invoices, and payment history all come over intact. Your clients won't notice any difference in the invoices they receive—except that you'll be spending less time creating them thanks to smarter templates and automation.
After switching, most FreshBooks users are surprised by how much time they save on expense management. Instead of manually entering and categorizing each expense, FiscalInsights pulls transactions from your bank feeds and categorizes them automatically. The cash flow forecasting feature alone is worth the switch for many users, providing a 90-day financial outlook that helps you make better business decisions.
Step-by-Step Instructions
Export FreshBooks data
In FreshBooks, go to Settings > Import & Export. Export your clients, invoices, expenses, and payments as CSV files. FreshBooks allows bulk export of each data type separately—download all available categories to ensure a complete migration.
Sign up for FiscalInsights
Create your account at fiscalinsights.com and select "Migrating from FreshBooks" during setup. This activates the FreshBooks-specific import flow that understands FreshBooks' data format and field naming conventions.
Import data
Upload your FreshBooks CSV exports in the Migration Center. The importer maps FreshBooks client records to FiscalInsights contacts, preserves invoice history with line items, and imports expense records with their original categories. Review the preview to confirm everything looks correct before finalizing.
Set up bank feeds
Connect your bank accounts and credit cards through Settings > Bank Connections. This replaces any manual expense entry you were doing in FreshBooks. Going forward, transactions will import automatically and the AI will categorize them based on patterns learned from your FreshBooks history.
Review and go live
Check your dashboard to confirm totals match what you expect. Run a quick P&L report for the current period and compare it to FreshBooks. Once satisfied, you can cancel your FreshBooks subscription and operate entirely from FiscalInsights.