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FreshBooks

FreshBooks

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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Recent Reviews

TrustRadius Insights

FreshBooks is a user-friendly accounting software that has been highly praised by users for its ability to streamline invoice creation, …
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Know what you are buying first

2 out of 10
November 02, 2023
Our main use for FreshBooks is invoicing and estimates, linking with our credit union is very spotty so not reliable enough to do any …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 20 features
  • Dashboards (52)
    4.6
    46%
  • Standard reports (50)
    4.1
    41%
  • Expense management (46)
    2.9
    29%
  • Accounts receivable (50)
    2.5
    25%

Reviewer Pros & Cons

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Pricing

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Lite

$15

Cloud
per month

Plus

$30

Cloud
per month

Premium

$55

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.freshbooks.com/?ref=11573&ut…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Working Better Together with FreshBooks

YouTube

InfoPoc: Freshbooks Connector for Salesforce - Demo

YouTube

Create Freshbooks Invoices for New WooCommerce Orders

YouTube

FreshBooks Demo

YouTube

Freshbooks Demo

YouTube

Become a Certified FreshBooks Accounting Partner

YouTube
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Features

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

1.2
Avg 7.1

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.

6.3
Avg 8.0

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

4.5
Avg 7.6

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

4.6
Avg 7.4

Order Management

The ability to process orders, and track them from quote to cash.

3.9
Avg 7.4
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Product Details

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 process.

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

Screenshot of DashboardScreenshot of Invoice OverviewScreenshot of Beautiful, Customizable InvoicesScreenshot of Invoice seamlessly across devicesScreenshot of ExpensesScreenshot of Time TrackingScreenshot of Time TrackingScreenshot of Time TrackingScreenshot of Time TrackingScreenshot of App IntegrationsScreenshot of Recurring BillingScreenshot of PaymentsScreenshot of ReportsScreenshot of Projects

FreshBooks Videos

Accounting, for the Non-Accountant.
Say Hello to FreshBooks Cloud Accounting

FreshBooks Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish

Frequently Asked Questions

QuickBooks Online, Xero, and Zoho Invoice are common alternatives for FreshBooks.

Reviewers rate Self-service portal highest, with a score of 9.1.

The most common users of FreshBooks are from Small Businesses (1-50 employees).

FreshBooks Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)95%
Mid-Size Companies (51-500 employees)5%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

(202)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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:

  1. 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.

  2. 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.

  3. 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.

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