Switch from Kashoo to FiscalInsights
Migrate from Kashoo to AI-powered bookkeeping.
Why Switch from Kashoo?
- ✓AI automation
- ✓Better mobile
- ✓More features
- ✓Active development
Quick Migration Steps
- 1.Export Kashoo data
- 2.Sign up
- 3.Import data
- 4.Connect banks
- 5.Go live
Migration Guide
Kashoo has been a reliable simple accounting tool, but its limited feature development and basic automation mean you're missing out on the productivity gains that modern AI-powered platforms deliver. If you've been satisfied with Kashoo's simplicity but wish it could do more, FiscalInsights offers the best of both worlds: an equally intuitive interface with significantly more capability.
The migration from Kashoo is one of the simplest because Kashoo's straightforward data structure maps directly to FiscalInsights without complex transformations. Your chart of accounts, transaction history, and contacts transfer cleanly. Most users are fully operational in FiscalInsights within 15 minutes of starting the migration process.
The biggest immediate benefit is AI categorization. Instead of manually categorizing each bank transaction as you did in Kashoo, FiscalInsights learns your patterns and handles routine categorization automatically. Add cash flow forecasting, enhanced reporting, and a full-featured mobile app, and you have an accounting platform that grows with your business rather than limiting it.
Step-by-Step Instructions
Export Kashoo data
In Kashoo, navigate to Settings and use the data export function to download your chart of accounts, transactions, and contact records as CSV files. Export your invoice history separately from the Invoicing section.
Sign up
Create your FiscalInsights account at fiscalinsights.com. Kashoo's simple data structure maps cleanly to FiscalInsights, so the standard import wizard handles the transition smoothly.
Import data
Upload your Kashoo CSV files in the Migration Center. The importer maps Kashoo's simplified categories to FiscalInsights' AI-ready structure. Because Kashoo uses a straightforward account layout, the mapping is typically 100% automatic.
Connect banks
Set up bank feeds through Settings > Bank Connections. FiscalInsights connects to 12,000+ institutions via Plaid, giving you broader coverage than Kashoo's bank feed network. Transactions import daily and get AI-categorized instantly.
Go live
Verify your opening balances match and start operating in FiscalInsights. The AI categorization, cash flow forecasting, and enhanced reporting are available immediately—features you didn't have in Kashoo.