How to Migrate from Bonsai to Agiled (2026 Step-by-Step Guide)

Bonsai does not provide a full account export, so there is no automatic import into Agiled. The realistic move is a 1-2 week parallel switch: rebuild your key templates and main workflow in Agiled, route new work there, let active Bonsai projects finish, then export contacts and download records before cancelling. One honest caveat up front: if you rely on Bonsai's US tax, expense, and banking features, Agiled does not replace those, so read the "when to stay" section before you commit.

Bonsai is a popular all-in-one for freelancers, with proposals, contracts, invoicing, time tracking, and a genuinely useful set of US-focused tax and accounting tools. People move to Agiled when they grow into a team, want deeper project management, or want to stop paying per user as they add collaborators. This guide is the practical version: what carries over, how features map, and the one area where Bonsai is actually hard to replace.

Still deciding? See Agiled vs Bonsai and the best Bonsai alternatives.

Why people move from Bonsai to Agiled

• Per-user pricing that scales with your team. Bonsai charges per user: Basic $15, Essentials $25, Premium $39, and Elite $59 per user per month (with discounts on annual billing, and a 3-user minimum on Elite). Costs climb with every collaborator you add.
• Lighter project management. Bonsai handles tasks and time, and Premium adds a Gantt view and a deals pipeline, but it lacks the depth of a dedicated PM module for multi-stage client delivery.
• Tiered client portal and integrations. Key capabilities (client portal depth, integrations like QuickBooks and Zapier, advanced reporting) are gated to higher per-user tiers.
• Consolidation. Teams that want CRM, projects, time, invoicing, and HR in one flat-priced platform find the all-in-one math better in Agiled.

Agiled gives you the same client-business flow plus full project management, HR, and a client portal, priced by plan rather than per user.

The honest caveat: Bonsai's US tax features

Bonsai includes US-specific tax tools (estimated quarterly tax tracking, expense categorization, and business banking integrations) that many US freelancers depend on. Agiled does not replicate US tax estimation or banking. If those are central to how you run your finances, plan to keep a dedicated accounting tool (or an accountant) after switching, or reconsider the move. This is the single biggest reason to stay on Bonsai, and it would be dishonest to pretend otherwise.

What you can (and cannot) export from Bonsai

Data in Bonsai	Can you take it?	How
Clients / contacts	Yes	Export to CSV
Signed contracts	Yes, as records	Download signed PDFs
Invoices & payment history	Partial	Download invoice PDFs; full history stays in Bonsai
Proposal & contract templates	No bulk export	Recreate in Documents
Forms / questionnaires	No bulk export	Rebuild in CRM/forms
Time entries	Partial	Export reports where available; running timers stay in Bonsai
Tax / accounting data	No equivalent	Keep a dedicated accounting tool

How Bonsai features map to Agiled

Bonsai	Agiled equivalent	Notes
Clients / leads	CRM	Visual pipeline
Proposals	Documents	Package selection, sign + pay
Contracts & e-sign	Documents	Reusable templates, e-sign
Invoicing	Finance	Recurring billing, estimates, expenses
Time tracking	Time tracking	Timer to invoice
Tasks (Premium: Gantt + pipeline)	Projects	Deeper Kanban, Gantt, dependencies, milestones
Client portal	Client portal	Branded, included
US tax / accounting	(no equivalent)	Keep a dedicated accounting tool

The migration plan: switch in 1-2 weeks

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.
3. Decide how you will handle US tax (accountant or a dedicated tax tool) if you used Bonsai's.

Phase 2 - Rebuild templates (Day 2-4)

1. Recreate your top proposal, contract, and invoice in Documents and Finance.
2. Rebuild your main intake form in CRM/forms.
3. Set up a starter project template in Projects.

Phase 3 - Point new work at Agiled (Day 4-7)

1. Swap your website/proposal links to Agiled.
2. Route new clients through Agiled; let active Bonsai projects finish.
3. Run a full test (proposal, contract, invoice, payment, time entry).

Phase 4 - Migrate client data (Day 7-10)

1. Export Bonsai contacts to CSV and import into Agiled CRM.
2. Download signed contracts, invoices, and any time/expense reports for your records and taxes.
3. Invite active clients to the client portal.

Phase 5 - Wind down Bonsai

1. Confirm no payments still route through Bonsai.
2. Export everything tax-related you might need at year end before losing access.
3. Cancel at the end of your billing cycle.

What it costs after you switch

Bonsai is per user: Basic $15, Essentials $25, Premium $39, and Elite $59 per user per month, with roughly 25-40% off on annual billing and a 3-user minimum on Elite. A small team adds up fast because every seat is billed. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, so adding collaborators does not multiply your bill the same way.

Use the calculator below to estimate real annual cost for your revenue and team size.

Mistakes to avoid

• Underestimating the tax gap. If you used Bonsai's US tax tools, have a replacement ready before you cancel.
• Cancelling before year-end exports. Pull tax and expense data you might need for filing.
• Migrating in-flight projects mid-stream. Let active Bonsai work finish.
• Recreating unused templates.
• Leaving website links pointed at Bonsai.

When you should stay on Bonsai

• You are a US-based solo freelancer who relies heavily on Bonsai's tax estimation, expense, and banking features, and you do not need team collaboration or deep project management. In that case Bonsai's integrated finance tooling is genuinely hard to replace, and switching may cost you more than it saves.

For everyone else, especially growing teams tired of per-user pricing, Agiled consolidates the stack. See the Agiled vs Bonsai comparison.

Frequently Asked Questions

Can I automatically import my Bonsai account into Agiled?

No. Bonsai does not offer a complete account export, so there is no true one-click import. You can import contacts via CSV and recreate templates, forms, and project structures manually.

Does Agiled replace Bonsai's US tax and accounting features?

No, and this matters. Bonsai includes US-specific tax estimation, expense categorization, and banking integrations that Agiled does not replicate. If those are central to your finances, plan to keep a dedicated accounting tool or accountant after switching, or stay on Bonsai.

Is Agiled cheaper than Bonsai for a team?

Often, yes, because Bonsai charges per user (Basic $15 to Elite $59 per user per month) while Agiled prices by plan for a set number of seats. A two- or three-person team usually pays less on a flat plan than on per-seat pricing, but run the calculator below with your real team size to confirm.

Will I lose my contracts and invoices if I leave Bonsai?

Not if you download them first. Signed contracts stay valid as PDFs, and you can download invoice records. Pull everything you need (especially tax and expense data) before cancelling, since in-app access ends afterward.

Does Agiled have better project management than Bonsai?

For complex, multi-stage client delivery, generally yes. Bonsai handles tasks and time, and Premium adds a Gantt view and deals pipeline, but Agiled's project module goes deeper with Kanban, Gantt, dependencies, milestones, and templates in the same platform as your invoicing and CRM.

Related:

• Agiled vs Bonsai: full comparison
• Best Bonsai alternatives
• Migrate from HoneyBook to Agiled
• Migrate from Dubsado to Agiled
• Migrate from Plutio to Agiled

Ready to start? Create your free Agiled account and rebuild your first template today.