FreshBooks Reviews
& Product DetailsWhat is Freshbooks?
FreshBooks is a cloud-based accounting software designed to help small businesses, freelancers, and self-employed professionals manage their finances with ease. It offers a range of features that simplify invoicing, expense tracking, time tracking, and reporting. The intuitive interface allows users to create and send professional invoices, track payment statuses, and automatically send payment reminders, making the billing process efficient and stress-free.
One of the standout features of FreshBooks is its robust expense tracking capabilities. Users can easily log and categorize expenses, attach receipts, and monitor cash flow in real time. This ensures that financial data remains organized, which is particularly useful when preparing for tax season or tracking business performance.
FreshBooks also includes project management tools, allowing users to track time spent on tasks, collaborate with team members, and bill clients accordingly. This integration of accounting and project management helps businesses streamline their workflow and improve productivity.
Ideal for service-based businesses, FreshBooks is tailored to help professionals stay on top of their finances while focusing on their core operations. Whether you need to manage clients, track payments, or monitor expenses, FreshBooks provides an all-in-one solution that simplifies accounting and boosts efficiency.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
2NDSITE Inc.
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Located In
Canada
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Website
freshbooks.com
Starting from:
$5.70 /month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
FreshBooks pricing starts at $5.70/month for the Lite plan, with advanced options like the Plus plan ($9.90/month) and Premium plan ($18/month) offering more clients and features. Custom pricing is available for larger teams with the Select plan. Payroll is an add-on starting at $40/month plus $6 per employee.
See FreshBooks CouponsFreshBooks Lite
FreshBooks Plus
FreshBooks Premium
- Accounts Receivable
- Activity Dashboard
- Core Accounting
- Expense Tracking
- International Utilization
- Multi-Currency
- Payroll Management
- Smart and Automated Systems
- Scheduling
- Tax Management
Additional Features
- Project Accounting
- Bank Reconciliation
- Spend Control
- Billing Portal
- Online Invoicing
- Receipt Management
- Recurring Invoicing
- Mobile Payments
- Online Payments
- Payment Processing
- Time Tracking
- Customizable Invoices
- Mobile Receipt Upload
- Activity Tracking
- Billable & Non-Billable Hours
- Contact Database
- Project Tracking
- Recurring/Subscription Billing
- Time & Expense Tracking
- Timesheet Management
- Mobile Time Tracking
- Multi-Period Recurring Billing
- Multiple Billing Rates
- Deferred Billing
- Automatic Time Capture
- Hourly Billing
- Project Billing
- Time Tracking by Client
- Time Tracking by Project
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User-Friendly Interface
Users often appreciate software that offers a straightforward and intuitive user interface, making it easier for them to navigate and perform their accounting tasks efficiently.
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Efficient Invoicing Features
Effective invoicing capabilities, including customizable invoice templates and automatic billing, are usually highly valued.
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Comprehensive Reporting
Access to detailed financial reports and analytics helps businesses make informed decisions.
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Excellent Customer Support
Responsive and helpful customer service is a critical factor that contributes to user satisfaction.
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Integration Capabilities
The ability to integrate with other tools and services, such as payment gateways or project management apps, is often praised.
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Pricing Flexibility
Users might find the pricing plans to be expensive or wish for more flexible options that cater to small businesses or freelancers.
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Feature Limitations
Some users may encounter limitations in features, wishing for more advanced options or customizability.
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Learning Curve
New users might experience a learning curve with some advanced features or when first adapting to the software.
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Mobile App Functionality
While having a mobile app is beneficial, users might seek improvements in its functionality or user experience.
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Integration Challenges
Some users could face difficulties in integrating FreshBooks with other tools, needing smoother integration processes.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
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Table of Contents
About Freshbooks
Let’s start talking about Fresh books and what benefits they can bring to your business. To cover all that in the following Freshbooks review, we will be going through the following aspects:
- Features
- Integrations
- Pricing
- Alternatives
Now that we know Freshbooks let’s look at how to use Freshbooks.
How to use Freshbooks?
Easy peasy! Start by creating an account with them and configure all about your company. Then, once you are on the Fresh books dashboard, start the configuration process by linking it to your e-commerce store, your bank, and payment gateways. Last, automate your invoicing process and save yourself some time with features such as recurring invoices.
Details of Freshbooks Features
Invoicing
Above all, remember that invoices help you bill a client for products or services and help you keep track of your income. Fresh books invoice makes creating personalized invoices fun and easy. Furthermore, you can make all the tedious manual work disappear by automating a major part of the invoicing process. For example, you can automate payment reminders and charge penalties for past-due invoices. Finally, end your clients’ coverage using an interesting feature offered by Freshbooks that allows you to set a percentage for upfront payments on an invoice.
Moreover, remember that you can always opt for the Freshbooks recurring invoice if you have a client who works with you regularly. You can automate the process and make Freshbooks invoice customers for you regularly.
How do I create a Freshbooks invoice?
- Log in
- Go to the Create new section on the Dashboard
- Select Invoice
- You will get to the New Invoice Screen
- Customize your Invoice Style
- Fill out your invoice
Furthermore, you can also reach the same process by going to the invoice section and selecting New Invoice.
Expenses
Moving on with the Freshbooks review to the expenses feature. First, the feature will automate most of the things you do manually, like inserting your expenses. What would be the right question to ask right now? Yes, you! We know you are asking yourself that. Good! Now, let’s take it to step by step.
First, by connecting your bank account to Fresh Books, all your expenses will be pulled from your bank account and added to the software without you lifting a finger every day you make a transaction.
Second, say goodbye to losing receipts. To keep a tidy and organized working space, snap a picture of every receipt you have for your business using the Freshbooks mobile app every time you purchase.
Third, make filling in your taxes easy for you or your accountant by categorizing your expenses right from the start instead of going back and forth every time you have to do it.
Fourth, we must make purchases on their behalf when working on complex projects. To make the process of recovering your money and billing your client for that purchase, Freshbook created a feature that allows you to mark an expense as billable, automatically drag it into an invoice, and send it to the desired client.
Last, split your expenses on projects. You can allocate each expense you or your team does to a project to better overview the expenses.
Estimates
Create unique proposals by clearly outlining the scope, timeline, and deliverables of projects for your clients. Moreover, have a clear outline and a sharp answer for all your clients by looking into the calendars and the running projects. This means delivering a clear answer when you can start a project in seconds without wasting time researching your next opening. Finally, deliver Freshbooks invoices quickly by transforming your estimates into them without effort. Now, isn’t that something you have always dreamed of? We sure are impressed by this and are thinking of how much time we could have saved using this software.
Payments
Let’s move on with this Freshbooks review to how you bring the cash home. Well, let us review the Freshbooks way, which is pretty awesome, to be honest. So, optimize the process of paying your Fresh books invoice by providing your customers with several payment options, such as card payments available straight from the invoice. The benefits of having such an option are that you make it extremely easy for them to pay you and avoid getting your invoice tossed around the office. Even cooler is the transparency of the whole process. Freshbooks payments, Stripe, and Paypal, will provide all the transaction fee information.
Reports
Due to the expense and income approach, Fresh books will always have a clear overview of how your business is doing at all times. Moreover, this approach will save you tons of time in the tax season as you will be ready to send your taxes. Also, don’t forget that your account can access all your activity.
Mobile
Keep on track with your projects, payments, and reports on the go through the Freshbooks mobile apps. First, get instant updates on the projects that are going on in your team. For example, be aware of every file a client shares with you. Second, keep track of all your receipts by taking pictures of them and adding them directly to Fresh books on the go.
Third, create Fresh books invoices from anywhere. And the coolest part is yet to come! So forth, automatically track the mileage as you drive by swiping that you are on a business trip and be aware of all the potential tax deductions.
Integrations
Now that we have gone through all the Freshbooks features let us look at the Freshbooks integrations. Above all, we have to mention that they have an exciting and distinctive approach to integrations. They split them into two: Freshbooks and Freshbooks classic.
Now that we clarified this let’s look at what each of them has in store for the user and the difference. Before we get to the integration available for each of them, let’s look at the difference between these two versions.
So essentially, the difference is that Freshbooks Classic was developed for small businesses, and Freshbooks focuses on business owners. To be more specific, the classic version is simplified, while the Freshbooks for owners is the version with all the features we’ve been discussing so far.
However, let’s see further in this Freshbooks review what the software integrates.
- Outlook
- Gsuite
- Gusto
- Fundbox
- Stripe
- Bench
- Income Importer
- Indeed
- Keypay
- Freshbooks MTD
- Mazuma
- Paymentevolution
- Squarespace
- Shopify
- Dropbox
- Hubspot
- Zoom
- Transfermate
- Simpletax
- Mailform
- Onelocal
- Capsule
- Zapier
- Greatland Yearly
- Hurdlr
- Revamp CRM
- NoCRM.io
- 123Formbuilder
- AcuityScheduling
- Bidsketch
- Avalara
- Trustfile
- 2Ship
- Partial.ly
- Boomr
- Teamwork
- Asana
- Trello
- PayPal
- Square
- Yalla
- Everlance
Above all, remember that Freshbooks classic integrates with only seven tools: Bench, Gusto, Fundbox, Google, Zapier, Stripe, and Hubspot.
FreshBooks Review Conclusion
To wrap things up, we have to say that we are quite impressed by the Freshbooks platform. The tool is easy to use, flexible, saves time, and brings a lot of value for money. However, we must admit that it will probably be a tool we will switch to for its expenses approach and P&L outlook.
Moreover, we would say that it has just enough features to solve all your problems and not too many to overwhelm you.