FreshBooks vs. Freshsuccess

I recommend FreshBooks to anyone running a service-based business that needs invoicing, time reporting, and accounting tools. FB is adept in all three of these scenarios and isn't overly complicated like similar accounting packages I have used. I love how I can write estimates and proposals, manage the business development process from the software, and quickly convert prospects to invoiced clients.

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Any SaaS company that needs to measure and track the health of client and user accounts will find the data provided by Natero extremely useful. If you have a support team that is tracking tickets, to-do-lists, etc. across different platforms, you'll be happy to know that you can consolidate most of those existing workflows into Natero, making this a single platform for your CES team to keep things running smoothly.

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• Invoicing - FreshBooks basically ensures our accountants spend less time on invoices via its automated invoicing system, which sends invoices to our customers and clients alike and also send them regular reminders for them to pay up their bills.
• Collecting business insights - FreshBooks enable our company analysts measure our business performances via data reports provided by FreshBooks' intuitive dashboard. Allowing us do a comparative analysis of key business metrics of a current month against past months and determine if the business is growing.
• Expense tracker - We have recently embraced FreshBooks as an expense tracker for teams at our company branch. Thusfar, FreshBooks has performed very well, making our expense management a perfect operation; ensuring teams do not exceed their planned budget and also eliminating the need for tracking expenses on excel spreadsheets.

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• Love the accounts view to see all my accounts, their health and some helpful stats!
• The charting is relevant and detailed for customers to understand their usage of our product. The look and feel is very clean and easy to understand.
• In the account, you can link to other documentation, which is great!

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• I can brand invoices with my business logo, but I might like to change colours of the invoices themselves to match the rest of my business documents. That isn't a major point at all, but it's something that I'd like to see.
• Freshbooks doesn't remember the categories that similar expenses were previously assigned to. It would be nice if Freshbooks would suggest a category for an already saved vendor, to ensure the consistency of expense reporting.
• The home page of a Freshbooks account has a great graph display of expenses and income, but it only shows the last 6 months. This is still very useful, but I'd like to be able to see this kind of graph for different periods of time.

• Make set up more self-service. We are changing a lot of systems, and it was challenging to have to coordinate every item with Natero.
• Automatically triggered emails based on certain usage.

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At the current needs of our business, FreshBooks suits us perfectly - it allows online access by our accountant to the system for GST purposes, easy input of expenses and tracking of Profit and Loss statements. FreshBooks customer service is great as well - very understanding and accommodating.

FreshBooks is very easy to use even for novices. If you're looking for an online accounting software that is full of features, has great aesthetics and is user-friendly, then this is definitely the software for you. I've been using it for several years now and despite being tempted to switch by other vendors, I like the feel of FreshBooks and it's mobile features.

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FreshBooks is easy to use and always works!

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I think the support level for FreshBooks is on par with a 6 because the folks behind this application do a fairly good job at providing support for their customer base. I still don't think they are at an elite level when it comes to supporting but are getting there although too slow in my opinion.

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I haven't changed my mind since my first evaluation. Freshbooks is still meeting my needs, easy to use, etc.

FreshBooks does very well in comparison, especially since it is free software for Barclays bank users. Sage software is much worse than FreshBooks. However, Xero and QuickBooks, the market leaders, are still ahead with usability, additional features, reporting, and connection with third-party software providers. We chose FreshBooks as it does everything we require from this type of software.

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I highly recommend and prefer using Salesforce over Natero. Salesforce allows me to pull in as many fields into a report as I would like, compared to 14 different fields into Natero. I am able to view and make changes to information much quicker than Natero. I like Salesforce much more.

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• In reality, we do not implement all of its use at the moment in order to determine an adequate ROI.
• In our approach to the use of the system, it seems to us a considerable time saving by achieving the integration of the Mexican subsidiary with its parent located in the US.
• Financial reports meet the necessary USGAAP requirements.

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• Visibility - We can now see in one place the many dimensions of customer health
• Focus - Knowing who is in trouble and how that affects the business means teams can focus on key accounts
• Insight - Natero shows the effectiveness of common actions, therefore we can improve processes over time

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info