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
Awards
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Popular Features
- Dashboards (52)4.545%
- Standard reports (50)4.141%
- Expense management (46)2.828%
- Accounts receivable (50)2.323%
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.
- 1.2API 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.
- 2.6Role-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.
- 4.1Standard 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
- 1.2Accounts 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.
- 2.3Accounts 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.
- 2.8Expense 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.
- 3.3Time 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.
- 2.1Pricing(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
(202)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.
-
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
(1-2 of 2)FreshBooks: A Good Resource for Rookie Entrepreneurs
- Allows effective tracking of income and expenses
- Allows tracking of vendors and customers
- Allows time tracking of tasks
- FreshBooks has great customer service
- Intuitive user interface
- The reporting functions could be more robust.
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.
- Easy billing.
- Overall increased efficiency with bookkeeping.
- Great tool for creating estimates and tracking receipts.
- I use it to track all of my income and expenses.
- I use it to efficiently bill my clients.
- I use it to track the time I spend on each project.
- I've been able to use FreshBooks almost like a check register. This way I can see just how much money I'm making and spending.
- I use FreshBooks to also track income from Elance.com.
- I can see me using FreshBooks long-term because of how user-friendly and effective it is.
- If my company grows, so too will my dependence on FreshBooks to keep everything in order. Plus, if I added employees, I could easily do so AND track their time!
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