Overview
What is FreshBooks?
FreshBooks is an accounting service for small businesses. The solution enables users to send and manage invoices, track billable time and collect online payments. The vendor’s value proposition this that their solution provides a straightforward service that simplifies the billing…
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FreshBooks Make It Impossible To Cancel Subscription. Does Not Respond To Emails.
Risky partnership with WePay means you might not get paid off invoices
FreshBooks is the app for you
Great potential and a great reputation. Coming soon in Mexico.
All in one Accountancy for small businesses
- project management of clients
- Invoicing
- Time management
- Book keeping
A great invoicing tool for the small business!
FreshBooks is Good Accounting Software
Good accounting software
Don't get fresh with clients - get Freshbooks!
Automated accounting is the key to small business
Freshbooks Makes Invoicing an Enjoyable Experience
FreshBooks needs A LOT of improvement
FreshBooks - Best Accounting Solutions at Hand
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Popular Features
- Dashboards (52)4.545%
- Standard reports (50)4.242%
- Expense management (46)2.525%
- Accounts receivable (50)2.121%
Reviewer Pros & Cons
Pricing
Lite
$15
Plus
$30
Premium
$55
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Working Better Together with FreshBooks
InfoPoc: Freshbooks Connector for Salesforce - Demo
Create Freshbooks Invoices for New WooCommerce Orders
FreshBooks Demo
Freshbooks Demo
Become a Certified FreshBooks Accounting Partner
Features
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 1.1API for custom integration(27) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 1.1Plug-ins(23) Ratings
A number of third-party plug-ins are available to expand the core functionality of the software.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 10Single sign-on capability(1) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 2.3Role-based user permissions(38) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 4.5Dashboards(52) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 4.2Standard reports(50) Ratings
The software offers pre-built reports with metrics standard to the category.
- 4.8Custom reports(2) Ratings
Users can create custom reports.
General Ledger and Configurable Accounting
Financial management solution, including capabilities for general ledger and configurable accounting
- 1.1Accounts payable(36) Ratings
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
- 2.1Accounts receivable(50) Ratings
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
- 7Cash management(3) Ratings
The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.
- 7Bank reconciliation(2) Ratings
The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.
- 2.5Expense management(46) Ratings
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
- 2.9Time tracking(39) Ratings
The software can track billable and non-billable employee time by project.
- 7Multi-currency support(1) Ratings
The software supports transactions across multiple currencies.
- 1.1Regulations compliance(18) Ratings
The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.
- 9.1Self-service portal(3) Ratings
The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.
Order Management
The ability to process orders, and track them from quote to cash.
- 1.9Pricing(34) Ratings
Users can set up complex and unique pricing requirements.
- 1.2Order entry(34) Ratings
Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.
- 2.1Credit card processing(36) Ratings
The software facilitates credit card processing.
- 10Cost of goods sold(1) Ratings
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is FreshBooks?
FreshBooks Features
General Ledger and Configurable Accounting Features
- Supported: Accounts payable
- Supported: Accounts receivable
- Supported: Expense management
- Supported: Time tracking
- Supported: Regulations compliance
Order Management Features
- Supported: Pricing
- Supported: Order entry
- Supported: Credit card processing
Reporting & Analytics Features
- Supported: Dashboards
- Supported: Standard reports
Customization Features
- Supported: API for custom integration
- Supported: Plug-ins
Security Features
- Supported: Role-based user permissions
FreshBooks Screenshots
FreshBooks Videos
FreshBooks Integrations
- Shopify
- Gusto
- RightSignature, on Sharefile
- Mailchimp
- Google App Engine
- Zendesk Suite
- Basecamp
- Wufoo
- Freshservice
- Skyvia
- Stripe Payments
- Agile CRM
- Authorize.net
- Fundbox
- Acuity Scheduling
- a Squarespace company
- PayPal
- Hours
FreshBooks Competitors
FreshBooks Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows, Mac |
Mobile Application | Apple iOS, Android |
Supported Languages | English |
Frequently Asked Questions
FreshBooks Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 95% |
Mid-Size Companies (51-500 employees) | 5% |
Enterprises (more than 500 employees) | 0% |
Comparisons
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Reviews and Ratings
(203)Community Insights
- Business Problems Solved
- Recommendations
FreshBooks is a user-friendly accounting software that has been highly praised by users for its ability to streamline invoice creation, email tracking, and expense management. With FreshBooks, users can effortlessly create, email, and track invoices, as well as set up recurring invoices. The detailed reports provided by FreshBooks allow users to efficiently manage their financials and gain insights into their expenses and client details. Clients also appreciate the convenience of accessing their accounts, viewing/printing invoices, and even filing disputes through FreshBooks. Another notable aspect of FreshBooks is its responsive and helpful customer support team, which is always ready to address any issues or questions that users may have.
Freelancers in particular rely on FreshBooks to stay organized and generate reports for estimating, invoicing, expense tracking, and timekeeping. However, the versatility of FreshBooks extends beyond freelancers. It has been widely used across industries for invoicing clients and keeping the process organized and efficient. For example, Picobarn implemented FreshBooks as a mandatory tool for its employees, enabling them to streamline the invoicing process and provide real-time project tracking. Additionally, FreshBooks has been adopted by organizations to integrate accounting and bookkeeping activities, simplifying day-to-day tasks and ensuring security. By replacing manual bookkeeping processes with FreshBooks, users have saved time and resources while improving client understanding of financial documents.
FreshBooks handles all invoicing needs effectively by making invoice creation quick and easy while enabling online payments. The software has become a valuable tool for independent representatives in various business sectors such as graphic design, helping them track business expenses effortlessly. Similarly, freelance writers and editors find FreshBooks indispensable for tracking hours worked, invoicing clients accurately, and managing their one-person operations smoothly. Companies also utilize FreshBooks to track time and expenses for both staff and consultants working on client projects. In addition to customer invoicing and expense tracking capabilities, it provides direct access for tax advisors, facilitating bank account reconciliation and ensuring accurate financial reporting.
While FreshBooks has garnered positive feedback from users, some have experienced challenges with credit card integrations and payment processing, leading them to explore alternative options. Despite this, FreshBooks has remained a popular choice for businesses seeking to centralize invoicing and accounting processes, improving efficiency and organization. Consultants and support teams have also found value in FreshBooks as it helps them track time, invoice clients, and consolidate tasks within one program.
FreshBooks has successfully helped users streamline their invoicing process, resulting in faster invoice creation, professional-looking invoices, and improved payment tracking. By allowing users to set automatic reminders for overdue invoices, FreshBooks ensures timely follow-up for payment. However, some users prefer to send manual reminders.
FreshBooks has been praised for its user-friendly interface, making it easy for users to navigate and use for multiple purposes. It is particularly beneficial for small businesses and freelancers who need a simple accounting solution without the complexity of tools like QuickBooks. Users appreciate the ease of use and simplicity of FreshBooks for handling administrative tasks such as bookkeeping, expense tracking, and invoicing. The software eliminates the need for more complex tools and reduces the need to hire additional staff.
One of the key advantages of FreshBooks is its cloud-based nature, allowing users to access and send invoices from their smartphones and tablets. This flexibility enables users to manage their financials on the go, keeping them connected to their business at all times. The ability to track time spent on projects, calculate project estimates, invoice clients, and accept payments all within FreshBooks makes it a valuable tool for freelancers and small businesses alike. Additionally, FreshBooks offers a free trial without requiring credit card information, allowing users to test the software before committing.
FreshBooks caters to a wide range of industries and has been used by marketing and manufacturing customers to properly track invoices and increase productivity and cost savings. It is also utilized across entire organizations for account receivables, setting up and sending invoices, collecting payments, tracking hours on projects, and efficiently managing billing. Moreover, FreshBooks has found its place in small family businesses that depend on it for managing expenses, logging hours, invoicing companies, and tracking total sales. Users have even customized FreshBooks using its API to automate payment entry and tracking according to their specific needs.
Overall, FreshBooks has proven itself as a reliable accounting software that simplifies the invoicing process, tracks expenses effectively, provides comprehensive financial insights, and offers user-friendly features. Its extensive range of functionalities makes it a valuable tool for freelancers, small businesses, and organizations looking to streamline their financial management processes.
Based on user recommendations, FreshBooks receives the following common suggestions:
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Familiarize yourself with the interface: Users recommend purchasing the free version of FreshBooks to get acquainted with the interface. This allows users to understand how the software works before committing to a paid plan.
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Suitable for small businesses: FreshBooks is highly recommended for small businesses. It is seen as a valuable program that caters to their day-to-day transactions and accounting needs. The software's simplicity and user-friendly interface make it an ideal choice for small business owners.
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Try before committing: Users suggest trying the trial version or taking advantage of the 1-month free trial offered by FreshBooks. This allows potential users to test out the software and assess its suitability for their specific business needs before making any financial commitments.
Overall, users find FreshBooks to be a valuable and user-friendly tool for online accounting, billing, invoicing, and expense tracking. They recommend giving it a try, especially for small businesses looking for a simple and easy-to-use accounting or invoicing program.
Attribute Ratings
Reviews
(1-10 of 10)FreshBooks needs A LOT of improvement
- N/a
- N/a
- N/a
- Ease of navigating throughout the menu
- Chart of accounts (report format and ability to edit accounts)
- Lists (invoices, expenses, etc) sorting and exporting
- Still down into accounts/amounts from a report
- Reader-friendly reporting
FreshBooks -- You Used To Be Great!
FreshBooks is our primary invoicing system. As a SaaS and consulting company the majority of our billing is based on recurring contracts, so we looked to FreshBooks as a replacement for manual processing of credit cards. FreshBooks automatically generates invoices according to the client's billing profile, and securely stores the card on file. The late fee/interest system is rudimentary, but does a solid job for what we need.
Invoices, payment notifications, and invoice reminders are emailed automatically.
The Time Tracking feature allows us to log time to projects and have that automatically added to invoices when they recur.
For the first several years we were very happy with FreshBooks, especially as their customer service team was really efficient and friendly. Unfortunately, that's changed a lot over the past few years as FreshBooks has tried to evolve from an invoicing tool into a full accounting system. They have increased prices, limited options, and service has degraded. We're now one competitive feature away from canceling both accounts.
- Recurring invoicing, with a credit card on file.
- Time tracking added to invoices automatically.
- Access to a record of emails sent to the customer.
- The new version does not allow 3rd party payment processors -- only FreshBooks billing via Stripe.
- The new version has higher costs, with some features removed, and no new features that we need.
- FreshBooks seems to have lost their identity and their sense of who their customer is.
- No ability to customize interest/late fees per client or per invoice. Only one structure and a yes/no toggle per client.
FreshBooks might be ok for a new/small company that has minimal billing activity and doesn't want to bother with getting their own merchant services account. For anyone with even moderate volume, though, the processing fees are too high.
We love FreshBooks for fast, easy invoicing
- Creates Invoices. Invoice creation is easy and fast.
- Manages Client Info. It's like a mini CRM that stores client contact data and invoice history.
- Accepts payments online. Integrates seamlessly with our payment provider to accept credit cards online.
- There are two version of FreshBooks. The newer ones do some things well that the classic version doesn't, for example, allow individual payment terms rather than global payment terms. But the newer version does not do everything that the classic version does.
- Handles manual and auto-charged payments as well as dunning (expired cards, declined charges, etc.)
- Expense tracking is a breeze, especially with recurring expenses.
- Financial reports can be generated at the click of a button.
- Customer support is best in the industry (or any industry in my opinion). Phone support is included and they pick up on the first ring every time.
- New version lacks functionality from the old version that our company uses.
- Mobile app lacks some desired functionality.
- Customer portal could use some improvements.
FreshBooks is a no brainer for those who want to combine client billing, client management, expense tracking, and reporting into one service/app.
If you're tired of paid services that don't respond to your phone calls or emails, FreshBooks will be a breath of fresh air.
Freshbooks is a Cozy Blanket
- Notification of late bills.
- Quick invoicing.
- Easy to use.
- Has more features than what I need, but I just don't worry about it.
- I did not like the new version. Once I upgraded, I went back to the classic version...it was easier and had a few features I didn't like.
- Would like to be able to export users out of FreshBooks. I don't think you can do that right now.
- Very good looking user interface. Clean and clear. It really looks like a fresh accounting book in the real world.
- Easy to use interface, easy to find all features at a same place. I can create invoices in seconds and send to the clients.
- It is really a great application for small business owners or freelancers like me. I can concentrate on other things while FreshBooks do all accounting for me, easing that burden off my shoulders.
- It should have a free version which can be used for unlimited time not just 30 days. Although the company can limit the number of clients in them but the free version should always be free.
- Need more integration features and should be able to integrate with other third party apps and payroll tools for enhancing the functionality. But I look forward to the next updates in FreshBooks.
- Need an essential feature which is Time Tracking. Hope to get it soon!
Integrate Your Systems with FreshBooks
Another great thing about FreshBooks is that you are able to do a trial which is free, I mean, completely free. You don't have to enter any credit card information, so if you decide it's not for you, you can quit using it. I'll admit I didn't continue using it because I already had a pretty in-depth system in place that worked for me as far as invoicing and keeping track of my hours and expenses, but I would definitely recommend FreshBooks overall to any new business owner.
- Great Trial
- Perfect for streamlining your accounting
- Accept payments from multiple sources
- Lovely Design
- Client limits are sometimes a downer.
- Credit Card fees still cost you when accepting payments via credit card.
- Lite Services isn't worth the cost.
- Unable to perfectly maintain my established branding with FreshBooks. Of course I can upload my logo, but it is not entirely consistent with my overall branding.
This is also great for freelancers because you can choose between billing by project or hourly. You can even keep track of how many hours you are working for each project.
I don't think FreshBooks would work as well with a large company because they might have tons of clients or accounts to keep track of. In those situations, it is best if they have their own accountant.
Freshbooks Use For Time Management & Billing
- Time tracking is essential to determining how long tasks take for billing later on, but for keeping yourself on time.
- The mobile version is a solid technology app. Easy to use and sync so you can go between tasks easily and keep thing on target.
- Customer bill is easy and accurate.
- Possibly using charts with time on projects. Might even be there, but I haven't seen it.
FreshBooks May Be Your Breath of Fresh Air
- FreshBooks is, in general, very user friendly, robust and uncomplicated.
- You have the ability to access FreshBooks via your mobile devices.
- FreshBooks has the ability for you to set up recurring expenses.
- You can track your work with the great timer that you can use online, on your phone or, if you're using a Mac, via a widget.
- Invoicing is very easy and professional.
- Integrates with PayPal for easy payments.
- FreshBooks isn't a full-service solution for your accounting/bookkeeping needs as it doesn't allow you to easily track income. You have to add in dummy accounts (which takes up client spots and counts against your total number of clients) and then manually add in the information.
- FreshBooks doesn't allow you to have staff members on your account unless you pay them at least $39.95 plus tax per month.
- In order to have no limit on the number of clients you have you have to pay at least $29.95 plus tax per month.
- Doesn't allow you to have your payments deposited into your bank account.
- They are very receptive and helpful if you call for service. They speak plain English and are very personable and engaging. Nothing is scripted. I love how each has such a vibrant personality.
- Clients can view things with no hassle and you can even upload forms for their viewing so it is a huge time saver!
- It helps us see at a glance where we are spending, what clients are spending and who is in aging.
- It is VERY affordable and is a whole solution! It handles every need!
- SUPER simple to use yet offers so much in depth data!
- Sincerely I have recommended different features for it to offer but they have an iron-clad platform versatile for every industry so it cannot personalize per say.
- I wouldn't change a thing!
- Honest… After my time with it I have made suggestions and got solid reasons why it is not valuable to the product as a whole and if they offered different versions it would muddle the greatness!
- GREAT job FB! Keep it up! No complaints here!