Add FiscalInsights with HoneyBook
Complete your financial picture by adding accounting to HoneyBook CRM.
Why Switch from HoneyBook?
- ✓Real accounting
- ✓Tax reports
- ✓Cash flow forecasting
- ✓Expense tracking
Quick Migration Steps
- 1.Keep HoneyBook for CRM
- 2.Add FiscalInsights
- 3.Connect banks
- 4.Sync invoices
- 5.Track expenses
Migration Guide
HoneyBook is a wonderful CRM for creative professionals, but it was never designed to be an accounting system. Many HoneyBook users discover this at tax time when they can't generate a profit and loss statement, don't have their expenses categorized by tax category, and have no idea what their actual take-home profit was after expenses. Adding FiscalInsights alongside HoneyBook closes these critical gaps.
The two tools complement each other perfectly. HoneyBook manages the front of your business: client inquiries, proposals, contracts, scheduling, and payment collection. FiscalInsights manages the back office: expense tracking, bank reconciliation, tax preparation, financial reporting, and cash flow forecasting. Payments collected through HoneyBook show up automatically in FiscalInsights via your bank feed, so there's no double entry.
For creative professionals who rely on HoneyBook, adding FiscalInsights is an affordable way to get proper business accounting without giving up the client management tools you love. At $0-49/month for FiscalInsights, the investment pays for itself at tax time when your books are already organized and your deductions are already identified.
Step-by-Step Instructions
Keep HoneyBook for CRM
HoneyBook excels at client management, proposals, contracts, and scheduling—continue using it for these functions. FiscalInsights handles the accounting side that HoneyBook doesn't cover: expense tracking, bank reconciliation, financial reporting, and tax preparation.
Add FiscalInsights
Sign up at fiscalinsights.com and select "Using alongside HoneyBook" during onboarding. This sets up the integration pathway and configures your account with categories common to creative and service businesses.
Connect banks
Link all business bank accounts and credit cards in FiscalInsights. This captures every financial transaction including HoneyBook payments, direct expenses, and any other business activity. The AI starts categorizing transactions from day one.
Sync invoices
HoneyBook payments received through their platform appear in your bank feed and are automatically matched and categorized by FiscalInsights. For manual tracking, you can mark HoneyBook-originated payments in FiscalInsights to track platform performance.
Track expenses
Use FiscalInsights to track all business expenses that HoneyBook doesn't see: software subscriptions, office supplies, marketing costs, equipment purchases. The AI categorizes these into tax-deductible categories, giving you a complete picture of profitability.