FreshBooks

Invoicing

Creating professional invoices is quick and straightforward. With tools to customize and personalize, you can add your logo, adjust details, and include a thank-you message. Impress your clients while keeping your billing organized and efficient. Enable credit card and ACH payments to allow clients to pay online at their convenience. This modern payment option can help reduce payment delays and improve cash flow.

Payments

Accept a variety of payment methods, including credit and debit cards, with seamless integration into your accounting tools. Payments are automatically recorded, saving time and reducing errors. Setting up payment options is quick, with no hidden fees. Offering multiple ways for clients to pay ensures a smoother experience and helps you maintain a steady flow of income.

Time Tracking

Time tracking tools help you log hours spent on projects, making it easy to generate invoices and ensure accurate billing. Gain visibility into how much time is allocated to specific tasks. Time tracking works on both mobile and desktop devices, integrating with popular project management apps like Asana and Trello. Whether at your desk or on the go, your billable hours are always accounted for.

Accounting

Double-entry accounting features provide accurate records for tax filing and financial reporting. Tools like balance sheets and trial balances give you insights to make informed decisions. As your needs evolve, track unique income categories, loans, and assets. Generate detailed reports to assess your business’s financial health and plan for the future.

Expenses & Receipts

Automatically track and categorize your expenses by connecting your bank or credit card. Daily updates help ensure your records are accurate without manual entry. Upload or scan receipts directly into your account. The software extracts details like totals and taxes, making it easier to manage expenses and keep documentation organized.

Reports

Access ready-made reports like profit and loss summaries to understand your business’s performance. Dashboards provide real-time data to guide strategic decisions. Consolidate all your financial data into one place for easy access when tax season arrives. Save time and avoid errors with detailed, exportable reports.

Mileage Tracking App

The mileage tracking feature records trips in real time, making it simple to calculate deductions. View your travel history and ensure no trip goes unclaimed.

Bookkeeping

Partnering with expert bookkeeping services, this solution handles expense tracking, tax filing, and more. Use it to simplify your finances while focusing on your core business goals.

FreshBooks offers a wide range of integrations designed to enhance productivity and streamline your workflows. By connecting with popular apps like Trello, Asana, and Basecamp, you can track project time directly in those platforms and sync it seamlessly into your accounting records. E-commerce businesses benefit from integrations with Shopify and WooCommerce, which simplify inventory and sales tracking, while payment processing tools like Stripe, PayPal, and Square make it easy to accept payments online and automatically record transactions.

FreshBooks also supports collaboration tools like Slack and G Suite, enabling efficient communication and file sharing with your team or clients. Automation options, such as Zapier and HubSpot, take routine tasks like syncing bank transactions or managing customer data off your plate, giving you more time to focus on running and growing your business. These integrations make FreshBooks a versatile solution, capable of adapting to the unique needs of various industries.

Getting started with FreshBooks is a straightforward process that takes only moments. All you need is an email address and a password to create an account. After verifying your email, you’ll be guided to input basic details about your business, and from there, you’re ready to create invoices, track expenses, and manage payments.

The interface is thoughtfully designed, making it approachable even for users who are completely new to accounting. Whether on the web or mobile app, the layout is sleek, intuitive, and user-friendly. The dashboard serves as a command center, offering a clear overview of your financial activity. Key metrics like outstanding revenue, total profit, and spending are displayed with visual aids, such as graphs, for easy interpretation.

Navigation is effortless, and features like invoicing, time tracking, and reporting are accessible with just a few clicks. For more detailed insights, generating advanced reports is equally simple, ensuring you always have a vivid picture of your financial health. FreshBooks is built for simplicity, but it doesn’t compromise on functionality, making it an ideal choice for freelancers and small business owners alike.