Cutover checklist
- 1Start a workspace trial (optional card at signup for paid plans).
- 2Invite owners, admins, and project leads; configure roles and hourly rates.
- 3Connect Stripe or PayPal for client invoice payments.
- 4Import Harvest CSV data or run a workspace bundle import in Settings.
- 5Pilot one client: quote → project → time → invoice in the same tool.
- 6Point client contacts to the branded portal for quotes and invoices.
Compare & migrate
- Harvest vs Kizani — pricing calculator and feature parity notes for time + invoicing shops.
- Integrations — Harvest import, API, payments, and accounting CSV export.
- Scoro vs Kizani — modular PSA vs flat-rate agency stack for CRM, delivery, time, and billing.
- Productive.io vs Kizani — per-seat tiers and setup bloat vs flat-rate workspace and text-to-WBS speed.