FreshBooks handles the invoice. We connect everything else your service business runs on.
FreshBooks is built for freelancers and small service businesses: track time, send a professional invoice, get paid online, done. We connect FreshBooks to the CRM, project tool, and payment systems you're already running, so invoices go out, time gets billed, and payments get recorded without anyone copying numbers between tabs.
What we build on top of FreshBooks
FreshBooks is built to be simple: track time, send an invoice, get paid. That simplicity is exactly why it doesn't try to be your CRM, your project tool, or your payment gateway, which means those systems usually need a bridge to FreshBooks instead of a native one.
The most common pattern we build: something finishes in another tool, a project wraps, a retainer period ends, a signed contract comes in, and FreshBooks generates and sends the matching invoice automatically instead of someone remembering to build one by hand.
The second most common: a new client gets created in your CRM or project tool, and a matching client record appears in FreshBooks automatically, so nobody's retyping a name, email, and billing address a second time.
For businesses running FreshBooks alongside a payment processor it doesn't reconcile with out of the box, we build the sync that posts payments back to the right invoice the moment they clear.
A few specific things we build
Time tracked elsewhere, billed automatically
Hours logged in a separate project or time-tracking tool get pulled into FreshBooks and turned into invoice line items, with no one re-entering the same hours twice.
CRM deal closes, invoice goes out
A deal marked won in your CRM creates the client in FreshBooks if they are not already there, then generates the first invoice or retainer schedule automatically.
Payments reconciled without the manual match
Payments collected through a processor FreshBooks doesn't natively support get matched back to the right invoice and marked paid, instead of someone cross-checking two systems by hand.
More on FreshBooks
Deeper write-ups on specific parts of FreshBooks and what we build around each one.
Running your business on FreshBooks and still copying numbers between tabs?
Tell us what's manual right now, time tracking, client setup, payment matching, and we'll tell you what's realistic to automate. And if FreshBooks isn't actually where the friction is, that's fine too. We automate whatever's eating your team's time, in FreshBooks or anywhere else.
Let's talk