FreshBooks
by FreshBooks
Last updated Mar 29, 2026 · 1 revision
Simple cloud accounting with invoicing, expense tracking, and time tracking built for small service businesses.
Highlights
Capabilities
Media
www.freshbooks.com
About This Product
FreshBooks is user-friendly accounting software designed for small businesses and solo contractors who need straightforward invoicing, expense tracking, and basic reporting without advanced complexity. For HVAC contractors just formalizing their books, FreshBooks offers quick setup and an intuitive interface with mobile access for field invoicing.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 8.0
Features 6.5
Support 5.0
Value 6.0
Integrations 8.0
AI Capabilities 1.5
Features
65 features confirmed across
14categories· Showing confirmed capabilities only
Platform & Customization16features
Audit TrailAudit Log ReportCross-Platform SupportiOS & Android AppsCustom FieldsCustom profilesIntegrations MarketplaceApp Store integrationsSingle Sign-OnOAuth2 AuthenticationTeam CollaborationTeam CollaborationCustom API AccessData ImportData transfer
Show 8 more
Third-Party IntegrationMulti-Language SupportMulti-LanguageData Ingestion APICustom TemplatesCustomized email templatesAI Document Editor With Co-AuthoringTeam collaborationShared Team AccountFree Team AccountsBrowser ExtensionsMobile AppsExcel and Google Sheets Integration
Accounting Integration11features
Job CostingJob cost trackingAI Bill ScanningMobile receipt scanningAuto Expense CategorizationExpense categorizationAccounting IntegrationAccounts ReceivableAutomated PayrollPayrollAP Automation with Invoice and Credit Card Receipt CaptureBillable Expense Tracking
Show 3 more
Financial Activity TrackingPayroll Tax AdministrationW-2 Access
Invoicing & Payments9features
InvoicingInvoicingPayment ProcessingAuto Calculate Taxes And FeesTax calculationAutomated Past Due Payment RemindersAutomated Invoice RemindersInvoice Status NotificationsInvoice Status NotificationsDigital Receipt GenerationEmail ReceiptsInvoice Status TrackingInvoice status trackingProfessional Invoicing
Show 1 more
Multi-Currency SupportMulti-currency support
Customer Communication9features
Client PortalAccountant HubCustomer SupportLive chat supportSMS MessagingClient MessagingEmail IntegrationNotificationsPayment RemindersChat and Email SupportDedicated Phone NumberVoIP Phone SystemDedicated phone support
Show 1 more
AI Chat ReceptionistLive chat support
Reporting & Analytics5features
ReportingFinancial ReportingAnalyticsReal-Time Financial InsightsFinancial Reporter for the WebBusiness EvaluatorBusiness Health ReportsCustomer Profitability AnalysisProfitability summaries
Technician Management3features
Time TrackingTime trackingAutomated Onboarding ChecklistsOnboardingFree Team Accounts
Scheduling & Dispatch2features
Project ManagementProject ManagementEmail & Calendar SyncCross-Device Sync
Estimating & Quoting2features
Quoting & EstimatesEstimatingEstimate to Job to Invoice Conversion
Mobile & Field Tools2features
Offline ModeOffline modeTechnician Mobile AppMobile App
AI & Automation2features
Automation RulesAI Support1:1 Select Support
Fleet & GPS Management1feature
Mileage TrackingMileage Tracking
Inventory Management1feature
Purchase OrdersBank Reconciliation
CRM & Sales1feature
Customer Referral Platform
Training & Education1feature
Mobile-Friendly LearningMobile accessibility
Pricing
- Model
- Subscription
- Starting at
- $13/mo
- Notes
- Lite $23/mo (5 clients), Plus $43/mo (50 clients), Premium $70/mo (unlimited clients). Select plan custom pricing. 10% annual billing discount. Payroll add-on $40/mo + $6/employee. 30-day free trial. Frequent 60%-off promos for first 3 months.
