FreshBooks Software

What Is FreshBooks? 

Overview 

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 Pricing 

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 Integrations 

FreshBooks offers an API as well as official integration support for the following software:

  • Gusto 
  • G Suite 
  • Stripe 
  • Bench 
  • Fundbox  
  • PayPal

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 
  • Consulting 
  • It & technology 
  • Legal 
  • Business and professional services

FreshBooks Features

  • Accounting 

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.

  • Invoicing 

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.

  • Mileage Tracking 

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.

  • Payroll 

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.

  • Reports 

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 

  • Lite
  • Plus
  • Premium
  • Select
$
8.5 / month
$
15 / month
$
27.5 / month

Custom
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
  • Unlimited
  • Customized email templates & signatures
  • Automated client emails with dynamic fields
  • Automatic Bills receipt data capture
  • Project Profitability
  • Accounts Payable
  • Unlimited
  • 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

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Access Controls/Permissions

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Budget Management

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Data Import/Export

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Employee Management

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Milestone Tracking

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Planning Tools

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Strategic Planning

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Task Management

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Visual Workflow Management

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Workflow Management

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Process Modeling & Designing

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Real Time Reporting

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Timeline Management

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Activity Tracking

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Remote Support

PROS

  • Streamlines project management and financial processes
  • User-friendly interface
  • Seamless integration with popular tools and software

CONS

  • According to some FreshBooks reviews, the reporting module needs to be improved.

Frequently Asked Questions (FAQs)

Does FreshBooks offer an API?

Yes, FreshBooks offers an API that allows for further customization and integration possibilities with third-party software.

Does FreshBooks support mobile devices?

FreshBooks supports mobile devices through its mobile app, available for both iOS and Android platforms.

What language does FreshBooks support?

FreshBooks supports the following languages: English, Croatian, Danish, Estonian, French, German, Greek, Italian, Norwegian, Portuguese, Romanian, Russian, Spanish, Spanish (Latin America),and Swedish.

What other apps does FreshBooks with?

FreshBooks integrates with several popular tools and apps, including Gusto, G Suite, Stripe, Bench, Fundbox, and PayPal.

What types of pricing plans does FreshBooks offer?

FreshBooks offers four types of pricing plans: Lite, Plus, Premium, and Select (customizable). For more information and add-ons, click Get Pricing.

Who are the typical users of FreshBooks?

The typical users of FreshBooks include freelancers, small businesses, and agencies. It caters to various industries such as marketing and creatives, construction and trades, consulting, IT and technology, legal, and business and professional services.

FreshBooks Software Pricing

Small Organization

Within Budget

Medium Organization

Within Budget

Large Organization

Within Budget

FreshBooks Software reviews

Overall Rating

11 Reviews

Excellent
55%
Good
45%
Average
0%
Poor
0%
Terrible
0%

A Valuable Sales Tool

August 2023

Kayren W.

Retail

Pros:
This software has proven invaluable for efficiently tracking time, and its user-friendly nature ensures a seamless experience. The cost-effectiveness adds to its appeal, making it a wise investment.
Cons:
A drawback Ive encountered is the necessity to pay for each user, limiting its suitability for larger organizations.

Comprehensive Solution for Small Design Business

August 2023

Jessica H

Graphic Design

Pros:
I appreciate the comprehensive range of major features provided by this software, including invoicing, accounting, and time tracking for both myself and my employee. The pricing is reasonable, making it even more attractive.
Cons:
While the concept of inspiring quotes during page loads is interesting, they disappear too quickly to be fully enjoyed or pondered

FreshBooks: Simplifying Accounting for Our Business

May 2023

Rick

Construction

Pros:
One of the features I find incredibly beneficial in FreshBooks is its mobile accessibility. In the past, I had to meet with clients, create invoices, and then return to the office to input the data on a computer. It was time-consuming, and we often missed out on payments. However, with FreshBooks, I can input data directly from my phone or tablet while in front of a client, send them an invoice, and receive payment before leaving. This convenience has made a world of difference for us.
Cons:
To be honest, I havent encountered any significant cons with FreshBooks. The only initial challenge was getting our older employees to adapt to the software. However, we provided training and encouraged them to use it, and since then, it has been smooth sailing.

FreshBooks: Efficient and User-Friendly Accounting Solution

April 2023

Thartei

Accounting

Pros:
FreshBooks offers powerful invoicing features that allow businesses to create and send professional-looking invoices quickly and effortlessly. It also includes time tracking capabilities, enabling users to accurately track billable hours and generate invoices accordingly.
Cons:
FreshBooks falls short in terms of inventory management features. Businesses with large inventories or those selling physical products may find the limited inventory management options provided by FreshBooks insufficient for their needs.

FreshBooks: An Excellent Accounting App

March 2023

Mostafa

Insurance

Pros:
FreshBooks is an invaluable asset for any organization in need of reliable and user-friendly accounting software. It has significantly contributed to the calculations of institutions and companies, providing a seamless accounting experience.
Cons:
The application is easy to use and creates a secure environment for users.

FreshBooks Review: Fantastic Accounting Software

February 2023

Wilfried

Telecommunications

Pros:
FreshBooks stands out as an easy-to-use software solution. It facilitates e-commerce and enables online bill payments with minimal hassle. The software boasts fast features and comes at an affordable price.
Cons:
From our perspective, we have encountered few issues with the software. It is straightforward to master.

Best for invoicing.

July 2019

Ryan

Polaris Webmasters

Pros:
It’s been ten years that I’ve been using FreshBooks, and that’s for a reason. It is easy to use, it has so many great features, and serves well. It has an online payment feature, which gets all the payments fast, without any delay. It generates a professional looking invoice. I highly recommend this tool to everyone.
Cons:
None for me. I like the product.

Great product.

July 2019

Balaniraj

Ziphio private limited

Pros:
The tool is intuitive and user-friendly. It is great for invoicing and accounting. With the help of this tool my productivity has been enhanced. It is worth the monthly subscription.
Cons:
The synchronization of data takes a lot of time and seems unstable as well. It has a limited use so having it on phone is futile.

FreshBooks.

July 2019

Tomasz

Koo Naukowe Audio Engineering Society

Pros:
This tool tracks expenses for you and generates invoices. It is easy to send out invoices and it saves time of editing and all.
Cons:
It has a monthly subscription, which I do not really like, and the pricing of this tool seems to be a lot for someone who is a freelancer or runs a small business.

Best billing system

July 2019

Mark

TriPro Services LP

Pros:
The support is great, always responds and resolves our concerns and issues. Managing the client billing has been easy and without any issues or complaints. It is easy to use and understand the system workflow. Creating reports and reading them is easy to do.
Cons:
The new version of this system does not integrate with PayPal, so we’re using the classic version of this tool.

Helpful app

June 2019

veena

Renewables & Environment

Pros:
I have to travel a lot for my business, and this app works great for me as I can check and send invoices even on the go. It is an application that runs on iOS which is great. I can also check whether the client got the invoice and checked it or not. Due to this feature no one can lie saying they never received an invoice, this helps us get timely payments, and no frustration.
Cons:
Creating the financial reports are a bit dull.

Call us at

(661) 384-7070

Call us at

(661) 384-7070