Integrations · Accounting & Finance

AgentWorks agents connect to FreshBooks and automate accounting and finance operations.

Invoicing and accounting software for service businesses. AgentWorks builds the agent around how your business uses it, and the agent records its work in your CRM so nothing it does is invisible. Get your assessment to see how it works in your business.

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What the agent does in FreshBooks

  • Your billing agent turns tracked time into FreshBooks invoices for your review each Friday.
  • It follows up on unpaid invoices on a schedule you set and logs every reply.
  • It tells you which clients pay late, before you take on their next project.

Where the work is recorded

An agent that cannot record what it did is a chatbot. Every agent writes what was billed, paid, chased and flagged, on the client record, in the EngageSuite360 CRM your team already sees, so a person can pick up exactly where the agent left off.

Industries that run FreshBooks with agents

AccountingConstructionProperty ManagementConsultingLogisticsHealthcare

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Point-of-sale and payments for storefronts and service businesses.