Switch
Outgrew FreshBooks?
Keep the invoicing, gain the ledger.
Vinance reads your FreshBooks CSV exports (no live connection) and rebuilds your clients, items, unpaid invoices, and opening balances, then adds real double-entry accounting, inventory, bills, and payroll on one platform.
How it works
Detect, plan, review, write.
Vinance imports FreshBooks from its file exports rather than a live connection. FreshBooks can export your clients, items, invoices, and expenses as CSV, and its reports include a Trial Balance for your opening position. You export, Vinance reads, you approve.
Detect
Point Vinance at your FreshBooks exports: clients, items and services, the invoice list filtered to unpaid, and the Trial Balance. It recognizes FreshBooks column names directly.
Plan
Clients and vendors become contacts and dedupe against your company. Items and services map to Vinance items; your account categories map onto a proper chart of accounts you can adjust.
Review
You see the full plan of accounts, contacts, items, and unpaid invoices, with the Trial Balance staged as one opening journal. Change any mapping before writing.
Write
One click writes it all, and the opening journal nets to zero by construction. Import into a scratch company first if you want a dry run.
Read from your FreshBooks CSV exports (clients, items, invoices, expenses) and the Trial Balance report. Nothing is written until you approve.
What you keep
The invoicing habits that made you pick FreshBooks.
FreshBooks made sending an invoice painless, and that should not get worse when you move. Estimates, recurring invoices, reminders, and online payments all work the same way in Vinance, and billable time keeps flowing into invoices through projects.
- Recurring invoices and automatic payment reminders
- Estimates that convert to invoices in one click
- Time tracking that turns into billable invoice lines
INVOICE #1043
What you gain
Real double-entry books behind the friendly screens.
FreshBooks grew out of invoicing for service businesses. Vinance starts from the ledger: every invoice, expense, and pay run posts a journal, so your P&L and balance sheet are read straight off the books. When the business adds stock, purchasing approvals, or a second currency, the platform is already there.
- Full chart of accounts, journals, and drill-down reports
- Inventory with valuation flowing into cost of goods sold
- Bills, purchase orders, and payment runs, all included
Time tracking and billable work carry on in Vinance projects, now posting straight to the same ledger as everything else.
From invoicing tool to platform
What changes when you leave FreshBooks.
The everyday jobs work the same; the accounting underneath gets real.
| Job | In FreshBooks | In Vinance |
|---|---|---|
| Invoicing & reminders | Yes | Yes, same habits |
| Time tracking & projects | Yes | Yes, posting to the ledger |
| Double-entry accounting | Limited | Full ledger with journals |
| Inventory | No | Items, warehouses, valuation |
| Bills & purchase orders | Expenses only | POs, approvals, payment runs |
| Payroll | Via partners | Included on the platform |
Keep billing while you move
Import into a scratch company, check it against your FreshBooks Trial Balance, then switch for real. Clear and retry freely.
A desktop app too
Something FreshBooks never offered: a native Windows app on the same books. See the desktop app →
One price, all modules
No per-feature upsell as you grow into inventory, payroll, and projects. See pricing →
Frequently asked questions
How does Vinance read my FreshBooks data?
From file exports, not a live connection. FreshBooks lets you export clients, items and services, invoices, and expenses as CSV, and run a Trial Balance report. Vinance imports those files after you review the plan.
Do my recurring invoices and reminders carry over?
Recurring schedules and reminder settings are not part of the CSV exports, so you recreate them in Vinance in a few minutes. The unpaid invoices themselves import as open at their current balances and due dates.
I bill by the hour. Does time tracking survive the move?
Yes. Vinance projects track time and budgets and turn billable work into invoice lines, and unlike FreshBooks the entries post to the same ledger as the rest of the books. See projects & time.
FreshBooks did not give me a full chart of accounts. What happens on import?
Vinance maps your FreshBooks categories onto a proper chart of accounts and shows you the mapping in the review step. You can split or rename accounts there, and the Trial Balance lands as one opening journal that nets to zero.
What if it goes wrong halfway?
Run the import into a scratch company first and compare against your FreshBooks Trial Balance. Writes only happen after you approve the plan, and you can clear a scratch company and retry as often as you like.
Move your books off the spreadsheet.
Invoices to bank statements, payroll to financial statements. One platform with every module included, free during early access, on web and desktop.
All modules included · Real double-entry books · Explore a seeded sample company in one click