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
Customer Reviews
Features
58 features confirmed across
14categories· Showing confirmed capabilities only
Platform & Customization15features
Audit TrailAudit Log ReportCross-Platform SupportiOS & Android AppsCustom FieldsCustom profilesIntegrations MarketplaceApp Store integrationsSingle Sign-OnOAuth2 AuthenticationTeam CollaborationTeam CollaborationCustom API AccessThird-Party Integration
Show 7 more
Multi-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 Integration9features
Job CostingJob cost trackingAI Bill ScanningMobile receipt scanningAuto Expense CategorizationExpense categorizationAccounting IntegrationAP Automation with Invoice and Credit Card Receipt CaptureBillable Expense TrackingFinancial Activity TrackingPayroll Tax Administration
Show 1 more
W-2 Access
Customer Communication8features
Client PortalAccountant HubCustomer SupportLive chat supportSMS MessagingClient MessagingNotificationsPayment RemindersChat and Email SupportDedicated Phone NumberVoIP Phone SystemDedicated phone supportAI Chat ReceptionistLive chat support
Invoicing & Payments7features
Auto Calculate Taxes And FeesTax calculationAutomated Past Due Payment RemindersAutomated Invoice RemindersInvoice Status NotificationsInvoice Status NotificationsDigital Receipt GenerationEmail ReceiptsInvoice Status TrackingInvoice status trackingProfessional InvoicingMulti-Currency SupportMulti-currency support
Reporting & Analytics5features
ReportingFinancial ReportingAnalyticsReal-Time Financial InsightsFinancial Reporter for the WebBusiness EvaluatorBusiness Health ReportsCustomer Profitability AnalysisProfitability summaries
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
Technician Management2features
Automated Onboarding ChecklistsOnboardingFree Team Accounts
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.
