FreshBooks

FreshBooks is cloud accounting software for freelancers and small businesses that turns tracked time and expenses into invoices, collects online payments and supports bookkeeping with accounting reports.

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Overview

Create and customize invoices, add tracked time and billable expenses, and send them to clients who can pay by card, ACH bank transfer, Apple Pay, Google Pay or Buy Now, Pay Later. Recurring invoices, late-payment reminders and scheduled late fees automate collection. Connect a bank account or scan receipts in the mobile app to log and categorize expenses, then mark them billable for invoices. Plus and higher plans add double-entry accounting reports, bank reconciliation and accountant access. Billable client limits depend on the plan: Lite 5, Plus 50, Premium and Select unlimited.
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Who it is for

Organization Types
  • Business
  • Individual

Product

Solution Kind
Application

Features

Online Invoicing

Send invoices online

Clients pay by credit card, debit card, ACH bank transfer, Apple Pay, Google Pay or Buy Now, Pay Later

More details & conditions: Online Invoicing

Checkout links to get paid without an invoice

Payments recorded and reconciled against the invoice automatically

Categories: Billing and Invoicing

Invoice Creation

Unlimited customized invoices on all plans

Automatic tax calculation

Limits to check
  • Billable client limits: Lite 5, Plus 50, Premium and Select unlimited; client retainers on Plus and higher
More details & conditions: Invoice Creation

Deposits and retainers

Convert tracked time and expenses into invoices

Categories: Billing and Invoicing

Customizable Invoices

Customize invoice layout, font, color and imagery

Add a business logo

More details & conditions: Customizable Invoices

Personalize the thank-you email

Customized email templates on Premium and Select; remove FreshBooks branding on Select

Categories: Billing and Invoicing

Invoice Processing

Create, customize and send invoices

Add tracked time and billable expenses to invoices

More details & conditions: Invoice Processing

Bill receipt data capture on Premium and Select

Categories: Billing and Invoicing

Tax Calculation

Automatic tax calculation on invoices

Sales Tax Summary report

Categories: Billing and Invoicing

Recurring/Subscription Billing

Delivery method: Paid add-on

Automated recurring invoices on all plans

Card-on-file automatic payments through AutoPay

Limits to check
  • AutoCollect and recurring billing profiles require Advanced Payments, $20 per month, included in Select
More details & conditions: Recurring/Subscription Billing

Reminders and late fees

Automatic recurring billing profiles with Advanced Payments

Categories: Billing and Invoicing

Billing Portal

Client account portal on all plans

Client profiles and account statements

More details & conditions: Billing Portal

Clients can store credit card information

Categories: Billing and Invoicing

Accounts Payable

Accounts Payable on Premium and Select

Bill receipt data capture on Premium and Select

More details & conditions: Accounts Payable

Bill Pay

Categories: Accounting

General Ledger

Customizable chart of accounts

Journal entries updated by the accountant

More details & conditions: General Ledger

Double-entry accounting reports on Plus, Premium and Select

Categories: Accounting

Accounts Receivable

Create and send invoices and track outstanding payments

Record online payments matched automatically to invoices

More details & conditions: Accounts Receivable

Automated late-payment reminders and scheduled late fees

Apply client credits, overpayments and prepayments to invoices

Categories: Accounting

Bank Reconciliation

Link a bank account and run automated bank reconciliation workflows

Import bank transactions automatically

Limits to check
  • Bank reconciliation is included on Plus, Premium and Select, not Lite

Categories: Accounting

Financial Reporting

Profit and Loss report

Balance Sheet and Trial Balance reports (double-entry accounting reports on Plus, Premium and Select)

More details & conditions: Financial Reporting

Sales Tax Summary report

Download reports to share with an accountant

Categories: Accounting

Show all details (18)

Expense Tracking

Unlimited expense tracking on all plans

Automated bank and credit card expense import

More details & conditions: Expense Tracking

Receipt scanning and expense categorization

Mark expenses billable and add them to invoices

Categories: Accounting

Tax Management

Automatic tax calculation on invoices

Sales Tax Summary report

Limits to check
  • FreshBooks does not generate tax-time-specific accounting reports; the standard reports provide the information for filing
More details & conditions: Tax Management

Expense categorization organized for tax time

Categories: Accounting

Financial Management

Customizable chart of accounts and journal entries updated by the accountant

Business health reports and performance dashboards

More details & conditions: Financial Management

Project profitability on Premium and Select

Accountant access on Plus, Premium and Select

Categories: Accounting

Receipt Management

Snap a picture of a receipt and attach it to an expense

Cloud storage of receipts

More details & conditions: Receipt Management

Email receipts directly to the account

Categories: Expense Report

Expense Tracking

Unlimited expenses on all plans

Automated bank and credit card import

More details & conditions: Expense Tracking

Expense categorization organized for tax time

Billable expenses with markup pulled onto client invoices

Project spending tracked against budget

Categories: Expense Report

Mobile Receipt Upload

Scan paper and digital receipts in the mobile app

Auto-capture merchant, totals and taxes

Limits to check
  • Automatic expense receipt data capture is included on Plus, Premium and Select
More details & conditions: Mobile Receipt Upload

Email receipts to the account

Categories: Expense Report

Pricing

Lite

USD 23 / flat fee / monthBilled monthly

USD 23 / flat fee / month

Billed monthly

Add On Fees
  • Advanced Payments, per month

    USD 20

  • Team member, per user per month

    USD 11

  • FreshBooks Payroll, monthly base fee (plus 6 USD per user per month)

    USD 40

Trial Available
Yes
Trial Card Required
No
Trial Days
30
Trial is free
Yes

Plan details & limits

Business Model
  • Subscription
Limits
  • Billable clients

    5clients

Plus

USD 43 / flat fee / monthBilled monthly

USD 43 / flat fee / month

Billed monthly

Add On Fees
  • Advanced Payments, per month

    USD 20

  • Team member, per user per month

    USD 11

  • FreshBooks Payroll, monthly base fee (plus 6 USD per user per month)

    USD 40

Trial Available
Yes
Trial Card Required
No
Trial Days
30
Trial is free
Yes

Plan details & limits

Business Model
  • Subscription
Limits
  • Billable clients

    50clients

Premium

USD 70 / flat fee / monthBilled monthly

USD 70 / flat fee / month

Billed monthly

Add On Fees
  • Advanced Payments, per month

    USD 20

  • Team member, per user per month

    USD 11

  • FreshBooks Payroll, monthly base fee (plus 6 USD per user per month)

    USD 40

Trial Available
Yes
Trial Card Required
No
Trial Days
30
Trial is free
Yes

Plan details & limits

Business Model
  • Subscription
Limits
  • Billable clients

    Unlimited

Select

Contact vendor

Contact vendor

Plan details & limits

Business Model
  • Subscription
Limits
  • Billable clients

    Unlimited

Technical details

API

Programmatic access
Yes

Deployment

Client Channels
  • Browser
  • Mobile app
Delivery Models
  • Cloud (SaaS)

Security

Encryption In Transit
Yes

Support

Channels
  • Email
  • Phone
  • Knowledge base

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