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 8.5
Support 5.0
Value 6.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
64 features confirmed across
14categories· Showing confirmed capabilities only
Platform & Customization16features
Data ImportData transferTeam CollaborationSingle Sign-OnOAuth2 AuthenticationThird-Party IntegrationBank ConnectionsAudit TrailAudit LogsCross-Platform SupportData Ingestion APIIntegrations Marketplace
Show 8 more
Custom API AccessApp IntegrationsCustom TemplatesCustomized email templatesCustom BrandingCustomizable BrandingDocument ManagementDocument StorageMulti-Language SupportMulti-Language SupportCustom FieldsCustom profilesBrowser ExtensionsMobile AppsExcel and Google Sheets Integration
Accounting Integration12features
Job CostingJob cost trackingAI Bill ScanningMobile receipt scanningAutomated PayrollPayrollAuto Expense CategorizationAccounting IntegrationExpense TrackingAP Automation with Invoice and Credit Card Receipt CaptureBillable Expense TrackingFinancial Activity Tracking
Show 4 more
Accounts PayableDouble-Entry AccountingAccounts ReceivableExpenses and ReceiptsPayroll Tax AdministrationW-2 Access
Invoicing & Payments9features
InvoicingInvoicingPayment ProcessingOnline PaymentsAuto Calculate Taxes And FeesRecurring InvoicingInvoice Status NotificationsInvoice Status TrackingInvoice status trackingProfessional InvoicingDigital Receipt Generation
Show 1 more
Multi-Currency SupportMulti-currency support
Customer Communication7features
Client PortalClient PortalChat and Email SupportDedicated Phone NumberNotificationsAutomated billing remindersVoIP Phone SystemDedicated phone supportEmail IntegrationClient MessagingCustomer SupportLive chat support
Reporting & Analytics5features
ReportingFinancial ReportingAnalyticsReal-Time Financial InsightsCustomer Profitability AnalysisFinancial Reporter for the WebBusiness EvaluatorBusiness Health Reports
Technician Management3features
Time TrackingTime trackingAutomated Onboarding ChecklistsOnboardingFree Team Accounts
Scheduling & Dispatch2features
Project ManagementProject ManagementEmail & Calendar SyncCross-Device Sync
Estimating & Quoting2features
Quoting & EstimatesEstimates and ProposalsEstimate to Job to Invoice Conversion
Mobile & Field Tools2features
Offline ModeOffline modeTechnician Mobile App
CRM & Sales2features
CRMClient ManagementCustomer Referral Platform
Fleet & GPS Management1feature
Mileage TrackingMileage Tracking
Inventory Management1feature
Inventory ManagementInventory Management
AI & Automation1feature
Automation RulesTime-saving automation
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.
