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

FreshBooks is a solid invoicing and light-accounting tool, but two things push freelancers off it: billable-client caps (5 on Lite, 50 on Plus) and single-user plans where every extra team member is $11/month. Agiled removes those limits and adds CRM, projects, contracts, and a client portal. One honest caveat: FreshBooks has more accounting depth (double-entry books, bank reconciliation, reports) than Agiled, so if you rely on that, keep an accounting tool. This guide covers what to migrate and what to keep.

FreshBooks does invoicing, expenses, and basic bookkeeping well for solo freelancers. But as you take on more clients or add team members, the per-client and per-user pricing adds up, and you are still running separate tools for your CRM, proposals, contracts, and projects. Agiled consolidates the client business into one platform without client-count caps.

Comparing first? See Agiled vs FreshBooks and the best FreshBooks alternatives.

Why people move from FreshBooks to Agiled

• Billable-client caps. Lite covers up to 5 billable clients, Plus up to 50; cross the limit and you must upgrade. Agiled does not cap your client count on its standard plans.
• Single-user plans. Every FreshBooks plan defaults to one user; additional team members are $11/month each.
• You still run a separate stack. FreshBooks does not include a real CRM pipeline, proposals with package selection, project management, or a full branded client portal. Those are extra tools.
• Per-client pricing tiers. Pricing scales with how many clients you bill, not with the value you get.

Agiled gives you invoicing plus CRM, proposals and contracts, projects, time tracking, and a client portal in one plan.

The honest part: FreshBooks has more accounting depth

FreshBooks includes double-entry accounting, bank reconciliation, and accountant-friendly financial reports that go deeper than Agiled's invoicing and expense tracking. If you rely on FreshBooks for your books and reporting, plan to keep an accounting tool (or accountant) after switching, and use Agiled for the client-facing business. Agiled is not a full accounting replacement; it is a client-operations platform with strong invoicing.

What exports from FreshBooks

Data in FreshBooks	Can you take it?	How
Clients / contacts	Yes	Export to CSV
Invoices & history	Partial	Export invoice data / download PDFs
Expenses	Partial	Export expense reports
Financial reports	Yes	Export P&L and reports for your records
Proposal / invoice templates	No bulk export	Recreate in Agiled
Time entries	Partial	Export reports where available

The takeaway: clients export to CSV and financial data exports as reports, so importing your client list into Agiled is straightforward while you keep your accounting history.

How FreshBooks maps to Agiled

FreshBooks	Agiled equivalent	Notes
Invoicing & estimates	Finance	No billable-client caps
Expense tracking	Finance	Log and categorize expenses
Clients	CRM	Full pipeline, not just a billing list
Proposals	Documents	Package selection, sign + pay
(limited) Contracts	Documents	Built-in e-signatures
(limited) Projects	Projects	Kanban, Gantt, dependencies, milestones
Time tracking	Time tracking	Timer to invoice
Client area	Client portal	Branded, clients view and pay
Double-entry books / reports	(keep an accounting tool)	Agiled does not fully replace this

The migration plan

Phase 1 - Decide your accounting setup (Day 1)

1. If you rely on FreshBooks' books and reports, choose how you will handle accounting after the move (keep a lighter accounting tool or use an accountant).

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

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal for payments.

Phase 3 - Move invoicing and clients (Day 2-5)

1. Export your FreshBooks client list to CSV and import it into Agiled's CRM.
2. Recreate your invoice and estimate templates in Finance, including recurring invoices.
3. Build your proposal and contract templates in Documents.

Phase 4 - Add the rest of the client business (Day 5-7)

1. Set up projects, time tracking, and the client portal.
2. Route new invoicing through Agiled; let open FreshBooks invoices clear.

Phase 5 - Keep your records

1. Export FreshBooks financial reports (P&L, expenses) and invoice history before losing access.
2. Confirm your accounting setup is in place for tax time.

What it costs after you switch

FreshBooks is $23/month (Lite, 5 clients), $43/month (Plus, 50 clients), and $70/month (Premium, unlimited), single-user with $11/month per extra team member, plus your separate CRM, proposal, and project tools. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with no client-count caps and CRM, contracts, projects, and a portal included. If you keep a lightweight accounting tool, factor that in.

Mistakes to avoid

• Cancelling before exporting financials. Pull P&L, expense, and invoice reports first.
• Assuming Agiled does your books. It handles invoicing and expenses, not full accounting; keep an accounting tool if you need it.
• Forgetting open invoices. Let outstanding FreshBooks invoices clear before fully switching.
• Recreating unused templates.

When you should stay on FreshBooks

• You are a solo freelancer under the client cap who primarily needs invoicing plus real accounting (double-entry, reconciliation, reports) and you do not need a CRM, proposals, projects, or a client portal. FreshBooks' accounting depth is a genuine reason to stay.

If you are hitting client caps, adding team members, or running a separate CRM/project stack, Agiled consolidates it. See the Agiled vs FreshBooks comparison.

Frequently Asked Questions

Does Agiled replace FreshBooks completely?

For invoicing and client management, yes, and it adds CRM, proposals, contracts, projects, and a client portal that FreshBooks does not. But FreshBooks has deeper accounting (double-entry books, bank reconciliation, financial reports). If you rely on those, keep an accounting tool or accountant alongside Agiled.

How do I move my FreshBooks data into Agiled?

Export your client list to CSV and import it into Agiled's CRM, then recreate your invoice and estimate templates in Finance. Export your financial reports and invoice history from FreshBooks for your records before making changes.

Will Agiled remove FreshBooks' client limits?

Yes. FreshBooks caps billable clients (5 on Lite, 50 on Plus), forcing upgrades as you grow. Agiled's standard plans do not cap your client count, so adding clients does not push you into a higher tier for that reason.

Is Agiled cheaper than FreshBooks for a small team?

Often, yes. FreshBooks is single-user with $11/month per extra member and per-client tiers, and a client business adds separate CRM and project tools. Agiled bundles those into a plan with included seats, so consolidating typically lowers total cost, though you may keep a small accounting tool.

Will I lose my financial history if I leave FreshBooks?

Not if you export it. Download your P&L, expense reports, and invoice history before cancelling. Keep them with your accounting records for tax purposes.

Related:

• Agiled vs FreshBooks: full comparison
• Best FreshBooks alternatives
• HoneyBook vs FreshBooks
• Migrate from QuickBooks to Agiled
• Migrate from HoneyBook to Agiled
• Migrate from Bonsai to Agiled

Ready to start? Create your free Agiled account and move your invoicing today.