FreshBooks
FreshBooks delivers cloud‑based accounting for freelancers, consultants, agencies, and small businesses.
About this tool
FreshBooks is built for independent professionals and small teams that need a straightforward way to manage client billing, track billable hours, and keep expense records organized. By converting raw inputs such as client details, worked hours, and receipt images into professional invoices and categorized expenses, the system reduces manual bookkeeping effort.
The platform also supports multiple payment methods, allowing customers to settle invoices via credit cards, ACH, Apple Pay, or Google Pay. After a payment is received, the invoice status updates automatically, and the financial data can be compiled into reports that give a snapshot of revenue, cash flow, and profitability.
What you can do
Invoice Creation
Enter client information and generate a polished invoice that can be sent directly to the customer, streamlining the billing cycle.
Time Tracking
Log hours worked on projects, which are then treated as billable time and can be added to invoices without extra calculation.
Expense Categorization
Capture receipts, have them scanned, and automatically assign them to expense categories for easier tracking and reporting.
Who is it for?
- A freelance graphic designer logs project hours each day, then converts those entries into an invoice for a client at month‑end, ensuring accurate billing.
- A small consulting firm scans client‑supplied receipts, categorizes travel and material costs, and includes them in expense reports for tax preparation.
- An agency accepts online payments through Apple Pay, instantly updating invoice status and reducing the time spent reconciling outstanding balances.
Before you choose
Check whether the supported payment methods (credit cards, ACH, Apple Pay, Google Pay) meet the preferences of your client base.
Verify that the expense scanning feature works reliably with the types of receipts you typically receive.
Frequently asked questions
How does FreshBooks handle client data when creating invoices?
Client information entered into the system is used to populate invoice fields such as name, address, and contact details, producing a professional document that can be emailed or printed for the client.
Can I track time for multiple projects within the same account?
Yes, the time‑tracking component lets you log hours against distinct projects or tasks, and each set of logged hours can be attached to the appropriate invoice for accurate billing.
What formats are accepted for receipt scanning?
The expense management tool accepts image files of receipts, extracts relevant data, and assigns each expense to a predefined category, simplifying later financial reporting.
Check the official website for current features, pricing, and terms.
Similar tools
Dext
BusinessDext automates bookkeeping by extracting data from receipts, invoices and expense claims, then organizing it for accounting software, helping businesses and accountants keep financial records accurate and up‑to‑date.
BILL
BusinessBILL is a finance‑management suite that automates invoice intake, expense classification, and receivable tracking while syncing with leading accounting platforms.
QuickBooks AI
AutomationQuickBooks AI automates core accounting tasks for small businesses and accountants, turning raw bank feeds, invoices, and payroll data into organized, compliant financial records.
Brex
BusinessBrex is a finance platform combining corporate cards, banking, expenses, travel and bill pay, using AI to automate approvals, expense reports and invoices.
Zeni
AutomationIncoming invoices, receipts and bank transactions are captured, categorised and reconciled by AI, then verified by a dedicated finance concierge that links founders with bookkeepers, CPAs and fractional CFOs.
AI Receipt Tracker
OtherAI Receipt Tracker automates expense management by extracting receipt data, categorising costs and delivering real‑time financial insights for individuals and businesses.