What Is FreshBooks?
FreshBooks is a cloud-based accounting software that helps businesses and self-employed professionals manage invoicing, expense tracking, and financial operations. It's designed to handle project workflows and promote collaboration. The software includes key features such as invoicing, expense tracking, time tracking, reporting, and payments management.
What Is FreshBooks Best For?
FreshBooks is renowned for its user-friendly interface, ensuring a seamless and effortless experience. From account setup to financial tasks, the intuitive design makes software usage smooth and enjoyable.
Moreover, it simplifies expense tracking by enabling easy recording and categorization. Users can effortlessly import expenses from bank accounts or credit cards, as well as manually enter them.
FreshBooks offers customizable pricing plans that vary according to the number of users. These plans are:
- Lite ($8.50 per month)
- Plus ($15.00 per month)
- Premium ($27.50 per month)
- Select (Customizable)
For more information, click Get Pricing, and our customer sales representative will help you choose a suitable plan for your organization.
FreshBooks offers an API as well as official integration support for the following software:
- G Suite
How Does FreshBooks Work?
Here are a few steps that users can follow to get started with FreshBooks:
- Log into the dashboard and click on "New Project" to create a new project.
- Include project details, deadlines, team members, and milestones for effective planning and tracking.
- Use the intuitive time tracking feature to accurately record task durations, monitor progress, and allocate resources efficiently.
- Generate professional invoices directly from the project dashboard to streamline your billing process and save time.
- Gain valuable insights into project performance, team productivity, and financial data using the built-in reporting tools.
For a more in-depth look at how it works, click Watch Demo for a personalized FreshBooks Demo.
Who Is FreshBooks For?
FreshBooks serves a diverse user base, including freelancers, small businesses, and agencies. It provides essential tools for project management, time tracking, and financial management, suitable for independent contractors, marketing agencies, and design studios. It caters to organizations across various industries.
- Marketing and creatives
- Construction and trades
- It & technology
- Business and professional services
FreshBooks automates financial tasks such as tracking income and expenses, generating financial statements, and organizing tax information. This saves time and ensures accurate financial records.
FreshBooks allows users to easily create and send professional invoices with customization options, automatic payment reminders, and online payment capabilities. These speeds up payments and improves cash flow.
Simplify recording and calculating business-related travel expenses by automatically tracking and logging mileage. This helps users claim deductions and reimbursements accurately while minimizing manual efforts.
Streamline your employee payroll management and automate tax calculations with FreshBooks. It ensures accurate and timely salary payments, compliance with payroll regulations, and simplifies the complexities of payroll processing.
With its robust reporting capabilities, generating various reports such as profit and loss statements, expense reports, and client revenue summaries. These reports provide valuable insights for informed decision-making, identifying improvement areas, and monitoring overall financial health.
Is FreshBooks Right For You?
FreshBooks is a renowned project management and financial software that excels in its field. It emphasizes security and scalability to safeguard your data and accommodate your business growth. Moreover, FreshBooks offers add-ons and integrations to optimize your workflow and meet specific business requirements. It provides effective solutions for time tracking, invoicing, and project coordination, resolving these challenges seamlessly.
Ready to simplify your business finances? Call us now at (661) 384-7070 for effortless bookkeeping!
FreshBooks Pricing Plans
What’s included(Lite Plan Features)
What’s included(Plus Plan Features)
What’s included(Premium Plan Features)
What’s included(Select Plan Features)
- 5 clients
- Credit card info
- Client self-service portal
- Client Credits
- Automated Recurring Invoices
- Unlimited Estimates
- Scheduled Late Fees
- Online Credit Card Payments
- Online ACH Bank Transfers (US Only)
- Unlimited Time-Tracking
- Mobile Mileage Tracking
- At-a-glance performance dashboards
- 50 clients
- Accept e-Signatures
- Unlimited Proposals
- Client Retainers
- Automatic Expense receipt data capture
- Double-entry accounting reports
- Bank Reconciliation
- Customized email templates & signatures
- Automated client emails with dynamic fields
- Automatic Bills receipt data capture
- Project Profitability
- Accounts Payable
- Remove FreshBooks branding from client emails
- Access to lower credit card transaction fees and capped ACH fees*
- Subscription-based payments
- Securely accept credit cards over the phone
- Charge client credit cards
- Dedicated account manager
- Data migration services
- Customized onboarding services
For more information and add-ons, click Get Pricing.
FreshBooks Software Features
Visual Workflow Management
Process Modeling & Designing
Real Time Reporting