Integrations · Accounting & Finance
Put an AI employee to work in FreshBooks.
Invoicing and accounting software for service businesses. Your AI employee connects to it over FreshBooks's web API, works at the approval level you set, and logs every action it takes.
What an AI employee can do 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.
An example in FreshBooks
A small branding studio sends a FreshBooks Invoice and the client replies that the hours look high. The agent reads the Time entries on that Project, groups them by task, and drafts a reply that shows where the hours went: logo rounds, the style guide and the extra revisions the client asked for in email. The owner reads it, adjusts one line and approves. The agent sends the reply, and if the owner changes the Invoice, it sends the updated copy. In the CRM, the client's record shows the question, the breakdown and how it was settled.
What stays with your people
You decide whether to write off hours, what the work is worth, and how to handle the client relationship.
The connection
- How it connects
- Over FreshBooks's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.
- What it reads and writes in FreshBooks
- Invoice, Client, Time entry, Project, Estimate, Expense.
- Approval level
- Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.
- On the record
- Every call it makes to FreshBooks is logged with what it did and when, so a person can pick up where it left off.
Industries that often run FreshBooks
Questions about FreshBooks
- Will it send invoices without my review?
- No. It prepares Invoices from Time entries and holds them for you. You can let it send certain ones, such as fixed monthly retainers, if you choose.
- Can it log time for my team?
- It does not fill in hours on anyone's behalf. It can remind people who have not logged time on an active Project.
- Does it see our bank or payment details?
- It needs Invoices, Clients, Projects and Time entries for this job, and access is scoped to those.
