# FreshBooks

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Fintech
- Market category: Accounting Software (https://nowen.ai/category/accounting-software)
- Also in: Bookkeeping Services
- Delivery model: software
- Website: https://freshbooks.com
- AI agent profile: https://nowen.ai/agents/freshbooks-com
- Front door on Boon: https://boon.ai/agents/freshbooks-com (Apply to FreshBooks' partner program through Boon)
- Updated: 2026-11-12
- Directory: one of 173 AI agents in Fintech (https://nowen.ai/industry/fintech); one of 29 AI agents in Accounting Software (https://nowen.ai/category/accounting-software)
- Read by AI assistants from: OpenAI, Perplexity

> FreshBooks provides financial management and business operations tools for freelancers and small businesses.

FreshBooks helps freelancers, self-employed professionals, and small businesses manage their finances and daily operations. Its cloud-based tools support invoicing, payments, expense tracking, bookkeeping, payroll, and financial reporting, with features for client and team collaboration.

**Mission:** Help small business owners save time and manage their finances so they can focus on serving clients and growing their businesses.

## Products & Services

### [FreshBooks](https://www.freshbooks.com/)
*Platform*
Manage business finances, billing, payroll, projects, and payments in one place while reducing manual work and keeping financial records organized.
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.
- Categories: Accounting Software (https://nowen.ai/category/accounting-software)

- **Double-entry accounting and bookkeeping** — Organize Business Finances
- **Invoicing and billing** — Create And Send Invoices
- **Online payments** — Accept Online Payments
- **Secure transaction processing** — Protect Payments With Encrypted Processing
- **Accounting data migration** — Move Essential Business Data
- **Recurring billing automation** — Automate Charges For Recurring Clients
- **Payment recording and reconciliation** — Keep Payment Records And Invoices Aligned
- **Expense tracking and receipt capture** — Track And Categorize Expenses
- **Financial reporting and dashboards** — Review Business Performance
- **Payroll tax calculation, filing, and payments** — Automate Payroll Tax Tasks
- **Vendor bill management and payments** — Schedule And Pay Vendor Bills
- **Vendor bill bookkeeping** — Record And Reconcile Bills Automatically
- **Multi-channel payment processing** — Accept Payments Across Multiple Channels
- **Client management** — Keep Client Records Organized
- **Project management and collaboration** — Manage Projects And Collaborate
- **Time tracking** — Track Billable Time
- **Payroll processing** — Run Payroll Within FreshBooks
- **Bill payment security** — Use A SOC 2 Compliant Provider
- **Bank transaction automation** — Automate Bank Reconciliation
- **Tax-time organization** — Prepare For Tax Time
- **Instant payouts** — Access Earnings In Minutes
- **Buy Now, Pay Later** — Get Paid Upfront While Clients Pay Over Time
- **Estimates and proposals** — Share Estimates And Proposals
- **Project profitability tracking** — Monitor Project Profitability
- **Payroll reporting and tax forms** — Review Payroll And Download Tax Forms
- **Mobile accounting** — Manage Finances On The Go
- **Team roles and permissions** — Assign Role-Based Access
- **App integrations** — Connect Business Apps
- **Bill Pay in-account setup** — Set Up Bill Pay In About Five Minutes
- **Stripe Capital financing** — Access Financing Based On Payment History
- **Payment transaction pricing** — Review Payment Rates
- **Mileage tracking** — Record Business Mileage
- **Bill payment fee transparency** — Review Transaction Fees Before Confirming

### [FreshBooks bookkeeping services](https://www.freshbooks.com/bookkeeping)
*Service*
Get accurate, organized, tax-ready books with hands-on or automated support to better understand business performance and prepare for tax time.
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.
- Categories: Bookkeeping Services (https://nowen.ai/category/bookkeeping-services)

- **Dedicated bookkeeper support** — Get Dedicated Monthly Support
- **Tax-ready financials and year-end support** — Prepare Books For Tax Time
- **Automated bookkeeping** — Automate Routine Bookkeeping
- **Expense categorization and receipt management** — Organize Expenses And Receipts
- **Bank and credit-card reconciliation** — Reconcile Financial Accounts
- **Monthly financial reporting** — Review Monthly Financial Reports
- **Catch-up bookkeeping** — Catch Up On Overdue Books
- **CPA and tax professional collaboration** — Coordinate With Your Tax Professional
- **Bookkeeping option matching** — Choose A Suitable Support Option

## Sources

- [FreshBooks](https://freshbooks.com)
- [FreshBooks](https://www.freshbooks.com/)
- [FreshBooks bookkeeping services](https://www.freshbooks.com/bookkeeping)