FreshBooks

Manage business finances, billing, payroll, projects, and payments in one place while reducing manual work and keeping financial records organized.

Get accurate, organized, tax-ready books with hands-on or automated support to better understand business performance and prepare for tax time.

FreshBooks

FreshBooks is cloud-based accounting software for small businesses, freelancers, and self-employed professionals. It brings invoicing, payments, expense tracking, bookkeeping, financial reporting, payroll, vendor bill pay, project management, and client and team collaboration together. Users can connect bank accounts, automate financial workflows, access business information online and through mobile apps, and collaborate with accountants. FreshBooks Payments supports online, in-person, and phone payments, while FreshBooks Bill Pay handles vendor bills and payments. Payroll is powered by Gusto. Easy Switch provides specialist help transferring data from existing accounting software.

Category: Accounting Software

• Organize Business Finances
  Keep financial records, accounts, and transactions organized in one place, with tools for business owners and their accountants.
• Create And Send Invoices
  Prepare professional invoices with billable time and expenses, offer payment options, and use recurring invoices, deposits, and reminders to simplify billing and collection.
• Accept Online Payments
  Give clients supported ways to pay invoices online through FreshBooks, helping connect payment collection with billing.
• Protect Payments With Encrypted Processing
  Use encrypted transactions, PCI-compliant processing, and built-in fraud protection to help protect businesses and clients during online payments.
• Move Essential Business Data
  Transfer important business information from existing accounting software into FreshBooks with help from FreshBooks specialists.
• Automate Charges For Recurring Clients
  Charge clients on scheduled dates and automate billing for recurring invoices, reducing the need to send payment reminders manually.
• Keep Payment Records And Invoices Aligned
  Automatically update payment records, invoices, dashboards, and reports after a transaction, reducing manual data entry.
• Track And Categorize Expenses
  Keep spending current through bank imports and receipt capture, organize expenses for bookkeeping, and add billable costs to client invoices.
• Review Business Performance
  See financial information and business metrics in dashboards and reports, and share report files with an accountant.
• Automate Payroll Tax Tasks
  Automate payroll tax calculations, filings, and payments to reduce manual work and support state and federal tax compliance.
• Schedule And Pay Vendor Bills
  Capture bills, schedule ACH or check payments, and see what is due and when, all within the FreshBooks workflow.
• Record And Reconcile Bills Automatically
  Record and categorize bills and payments and reconcile payments to reduce manual bookkeeping and cleanup.
• Accept Payments Across Multiple Channels
  Take payments through the channel that fits the business and use saved cards and billing profiles for future or subscription-based payments.
• Keep Client Records Organized
  Bring client details and related billing information together so business owners can follow account activity and keep clients informed.
• Manage Projects And Collaborate
  Keep project details, budgets, client communication, and team collaboration connected as work progresses.
• Track Billable Time
  Record time for client and project work, then include tracked time when preparing invoices.
• Run Payroll Within FreshBooks
  Process payroll for yourself and your team within FreshBooks and connect pay-run activity with accounting records.
• Use A SOC 2 Compliant Provider
  Unit handles payments and information as a SOC 2 compliant provider, with bank services through i3 Bank.
• Automate Bank Reconciliation
  Bring bank transactions into FreshBooks and use automated workflows to support transaction management and reconciliation.
• Prepare For Tax Time
  Keep financial information and reports organized throughout the year so users and their accountants can access details needed for tax filing.
• Access Earnings In Minutes
  Make earnings available quickly, including outside standard business hours, to help cover expenses and keep operations moving.
• Get Paid Upfront While Clients Pay Over Time
  Offer eligible clients a way to spread payments over time while receiving payment upfront for the work.
• Share Estimates And Proposals
  Present proposed work and pricing to clients, and support client review and acceptance through FreshBooks.
• Monitor Project Profitability
  Review project performance alongside tracked time and expenses to understand how projects are progressing against budgets.
• Review Payroll And Download Tax Forms
  Review payroll reports and previous pay-run summaries, including team hours and earnings, and access downloadable state and federal tax forms and generated W-2s.
• Manage Finances On The Go
  Access FreshBooks mobile tools to keep up with business information, expenses, and receipts while away from a computer.
• Assign Role-Based Access
  Give team members and accountants access suited to their roles, with different permissions for business information and tools.
• Connect Business Apps
  Use the FreshBooks AppStore to connect with third-party apps and support connected business workflows.
• Set Up Bill Pay In About Five Minutes
  Access Bill Pay from the FreshBooks Expenses menu and set it up without creating a new login; most people are approved in seconds.
• Access Financing Based On Payment History
  Eligible users can access financing, with repayment through a portion of daily sales and terms subject to application review.
• Review Payment Rates
  Review transaction-based rates for supported payment methods to understand payment costs before accepting payments.
• Record Business Mileage
  Keep mileage information with other business records for ongoing tracking and tax-time preparation.
• Review Transaction Fees Before Confirming
  See the transaction fee before confirming a payment. FreshBooks lists no additional platform or user fees through 2026, while transaction fees apply.

FreshBooks bookkeeping services

FreshBooks connects small businesses with bookkeeping support through partners Integra and Kick, with options ranging from a dedicated bookkeeper and monthly meetings to automated day-to-day processing with professional year-end review. Services include expense categorization and receipt management, bank and credit-card reconciliation, monthly financial reports, and tax-ready financials. Partners can also help with catch-up bookkeeping, and optional tax filing or year-end tax-package add-ons may be available.

Category: Bookkeeping Services

• Get Dedicated Monthly Support
  Work with a dedicated bookkeeper who maintains your books and meets with you monthly to keep bookkeeping on track.
• Prepare Books For Tax Time
  Keep financial records current and receive tax-ready statements and year-end support. Optional tax filing or a year-end tax package may be available as an add-on.
• Automate Routine Bookkeeping
  Use automated day-to-day categorization and document handling, followed by professional review at year-end.
• Organize Expenses And Receipts
  Partners categorize expenses and manage receipts so business spending is organized in the books.
• Reconcile Financial Accounts
  Have bank and credit-card accounts reconciled to support accurate, up-to-date financial records.
• Review Monthly Financial Reports
  Receive monthly reports, including profit and loss and balance sheet reports, to review business finances.
• Catch Up On Overdue Books
  Get help bringing overdue bookkeeping up to date, then continue with support to stay on track.
• Coordinate With Your Tax Professional
  Work with your CPA or tax professional using clean, organized books to support a smoother filing process.
• Choose A Suitable Support Option
  Use the tax-prep scorecard to assess book readiness and get a recommendation on whether hands-on or automated bookkeeping support may better suit your needs.