{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/freshbooks-com","markdownUrl":"https://nowen.ai/agents/freshbooks-com.md","jsonUrl":"https://nowen.ai/agents/freshbooks-com.json","name":"FreshBooks","website":"https://freshbooks.com","industry":"Fintech","deliveryModel":"software","marketCategories":{"primary":{"name":"Accounting Software","url":"https://nowen.ai/category/accounting-software"},"others":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-12T06:49:33.421Z","summary":"FreshBooks provides financial management and business operations tools for freelancers and small businesses.","description":"FreshBooks helps freelancers, self-employed professionals, and small businesses manage their finances and daily operations. 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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.","pricing":{},"features":[{"name":"Double-entry accounting and bookkeeping","value":"Organize Business Finances","valueDescription":"Keep financial records, accounts, and transactions organized in one place, with tools for business owners and their accountants."},{"name":"Invoicing and billing","value":"Create And Send Invoices","valueDescription":"Prepare professional invoices with billable time and expenses, offer payment options, and use recurring invoices, deposits, and reminders to simplify billing and collection."},{"name":"Online payments","value":"Accept Online Payments","valueDescription":"Give clients supported ways to pay invoices online through FreshBooks, helping connect payment collection with billing."},{"name":"Secure transaction processing","value":"Protect Payments With Encrypted Processing","valueDescription":"Use encrypted transactions, PCI-compliant processing, and built-in 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and add billable costs to client invoices."},{"name":"Financial reporting and dashboards","value":"Review Business Performance","valueDescription":"See financial information and business metrics in dashboards and reports, and share report files with an accountant."},{"name":"Payroll tax calculation, filing, and payments","value":"Automate Payroll Tax Tasks","valueDescription":"Automate payroll tax calculations, filings, and payments to reduce manual work and support state and federal tax compliance."},{"name":"Vendor bill management and payments","value":"Schedule And Pay Vendor Bills","valueDescription":"Capture bills, schedule ACH or check payments, and see what is due and when, all within the FreshBooks workflow."},{"name":"Vendor bill bookkeeping","value":"Record And Reconcile Bills Automatically","valueDescription":"Record and categorize bills and payments and reconcile payments to reduce manual bookkeeping and cleanup."},{"name":"Multi-channel payment processing","value":"Accept 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accounting records."},{"name":"Bill payment security","value":"Use A SOC 2 Compliant Provider","valueDescription":"Unit handles payments and information as a SOC 2 compliant provider, with bank services through i3 Bank."},{"name":"Bank transaction automation","value":"Automate Bank Reconciliation","valueDescription":"Bring bank transactions into FreshBooks and use automated workflows to support transaction management and reconciliation."},{"name":"Tax-time organization","value":"Prepare For Tax Time","valueDescription":"Keep financial information and reports organized throughout the year so users and their accountants can access details needed for tax filing."},{"name":"Instant payouts","value":"Access Earnings In Minutes","valueDescription":"Make earnings available quickly, including outside standard business hours, to help cover expenses and keep operations moving."},{"name":"Buy Now, Pay Later","value":"Get Paid Upfront While Clients Pay Over Time","valueDescription":"Offer eligible clients a way to spread payments over time while receiving payment upfront for the work."},{"name":"Estimates and proposals","value":"Share Estimates And Proposals","valueDescription":"Present proposed work and pricing to clients, and support client review and acceptance through FreshBooks."},{"name":"Project profitability tracking","value":"Monitor Project Profitability","valueDescription":"Review project performance alongside tracked time and expenses to understand how projects are progressing against budgets."},{"name":"Payroll reporting and tax forms","value":"Review Payroll And Download Tax Forms","valueDescription":"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."},{"name":"Mobile accounting","value":"Manage Finances On The Go","valueDescription":"Access FreshBooks mobile tools to keep up with business information, expenses, and receipts while away from a computer."},{"name":"Team roles and permissions","value":"Assign Role-Based Access","valueDescription":"Give team members and accountants access suited to their roles, with different permissions for business information and tools."},{"name":"App integrations","value":"Connect Business Apps","valueDescription":"Use the FreshBooks AppStore to connect with third-party apps and support connected business workflows."},{"name":"Bill Pay in-account setup","value":"Set Up Bill Pay In About Five Minutes","valueDescription":"Access Bill Pay from the FreshBooks Expenses menu and set it up without creating a new login; most people are approved in seconds."},{"name":"Stripe Capital financing","value":"Access Financing Based On Payment History","valueDescription":"Eligible users can access financing, with repayment through a portion of daily sales and terms subject to application review."},{"name":"Payment transaction pricing","value":"Review Payment Rates","valueDescription":"Review transaction-based rates for supported payment methods to understand payment costs before accepting payments."},{"name":"Mileage tracking","value":"Record Business Mileage","valueDescription":"Keep mileage information with other business records for ongoing tracking and tax-time preparation."},{"name":"Bill payment fee transparency","value":"Review Transaction Fees Before Confirming","valueDescription":"See the transaction fee before confirming a payment. FreshBooks lists no additional platform or user fees through 2026, while transaction fees apply."}],"marketCategories":[{"name":"Accounting Software","url":"https://nowen.ai/category/accounting-software"}]},{"name":"FreshBooks bookkeeping services","anchor":"product-freshbooks-bookkeeping-services","type":"Service","url":"https://www.freshbooks.com/bookkeeping","summary":"Get accurate, organized, tax-ready books with hands-on or automated support to better understand business performance and prepare for tax time.","description":"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.","pricing":{},"features":[{"name":"Dedicated bookkeeper support","value":"Get Dedicated Monthly Support","valueDescription":"Work with a dedicated bookkeeper who maintains your books and meets with you monthly to keep bookkeeping on track."},{"name":"Tax-ready financials and year-end support","value":"Prepare Books For Tax Time","valueDescription":"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."},{"name":"Automated bookkeeping","value":"Automate Routine Bookkeeping","valueDescription":"Use automated day-to-day categorization and document handling, followed by professional review at year-end."},{"name":"Expense categorization and receipt management","value":"Organize Expenses And Receipts","valueDescription":"Partners categorize expenses and manage receipts so business spending is organized in the books."},{"name":"Bank and credit-card reconciliation","value":"Reconcile Financial Accounts","valueDescription":"Have bank and credit-card accounts reconciled to support accurate, up-to-date financial records."},{"name":"Monthly financial reporting","value":"Review Monthly Financial Reports","valueDescription":"Receive monthly reports, including profit and loss and balance sheet reports, to review business finances."},{"name":"Catch-up bookkeeping","value":"Catch Up On Overdue Books","valueDescription":"Get help bringing overdue bookkeeping up to date, then continue with support to stay on track."},{"name":"CPA and tax professional collaboration","value":"Coordinate With Your Tax Professional","valueDescription":"Work with your CPA or tax professional using clean, organized books to support a smoother filing process."},{"name":"Bookkeeping option matching","value":"Choose A Suitable Support Option","valueDescription":"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."}],"marketCategories":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://freshbooks.com","text":"FreshBooks"},{"url":"https://www.freshbooks.com/","text":"FreshBooks"},{"url":"https://www.freshbooks.com/bookkeeping","text":"FreshBooks bookkeeping services"}]}