FreshBooks Features

Creation of expense reports takes little time and is intuitive for new users 106 reviewers of FreshBooks have provided feedback on this feature.

Based on 100 FreshBooks reviews. Can easily pull in receipts from all credit card statements

As reported in 99 FreshBooks reviews. Automatically assigns categories/accounts based on past entries and credit card statements

Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc. 98 reviewers of FreshBooks have provided feedback on this feature.

Based on 80 FreshBooks reviews. Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

Enables easy entry of expenses in other currencies and converts to expense report currency This feature was mentioned in 87 FreshBooks reviews.

Based on 90 FreshBooks reviews. Integrates with corporate or personal credit cards (import or bi-directional)

Can book Flights, Hotels, and Rental cars directly from software. 79 reviewers of FreshBooks have provided feedback on this feature.

Creates travel itineraries based on booking This feature was mentioned in 76 FreshBooks reviews.

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. This feature was mentioned in 71 FreshBooks reviews.

Based on 72 FreshBooks reviews. Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

As reported in 71 FreshBooks reviews. Timesheet entry takes little time and is intuitive for new users

Users can easily track time based on task or activity and assign to projects This feature was mentioned in 76 FreshBooks reviews.

Based on 77 FreshBooks reviews. Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. 136 reviewers of FreshBooks have provided feedback on this feature.

Accepts electronic payments from clients This feature was mentioned in 119 FreshBooks reviews.

As reported in 124 FreshBooks reviews. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device 84 reviewers of FreshBooks have provided feedback on this feature.

Allows users to track mileage from mobile device using maps or GPS. 81 reviewers of FreshBooks have provided feedback on this feature.

Based on 73 FreshBooks reviews. Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes

Allows users to track and enter time spent on project tasks from mobile device. This feature was mentioned in 76 FreshBooks reviews.

Based on 105 FreshBooks reviews. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer 106 reviewers of FreshBooks have provided feedback on this feature.

Based on 113 FreshBooks reviews. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

As reported in 103 FreshBooks reviews. Enables administrators to create rules that enforce compliances of corporate time and expense policies

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 111 reviewers of FreshBooks have provided feedback on this feature.

Based on 15 FreshBooks reviews. Allows administrator to enter payroll for all employees based on salary or total hours worked.

Automatically deposits paychecks into employees' bank accounts. 16 reviewers of FreshBooks have provided feedback on this feature.

As reported in 11 FreshBooks reviews. Allows administrator to reimburse employees for business-related purchases.

As reported in 14 FreshBooks reviews. Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.

Complies with PCI security standards 63 reviewers of FreshBooks have provided feedback on this feature.

Based on 84 FreshBooks reviews. Reports and analytics created from payment data.

Based on 68 FreshBooks reviews. The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience.

Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate. 84 reviewers of FreshBooks have provided feedback on this feature.

The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting. 64 reviewers of FreshBooks have provided feedback on this feature.

As reported in 66 FreshBooks reviews. Process payments from multiple channels such as ACH, mobile, or e-commerce.

As reported in 67 FreshBooks reviews. Supports levels 1 and 2 for credit card payment processing.

Supports level 3 credit card processing which requires additional data for qualification. 67 reviewers of FreshBooks have provided feedback on this feature.

As reported in 128 FreshBooks reviews. Access pre-built and custom reports and dashboards.

Based on 97 FreshBooks reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies. 94 reviewers of FreshBooks have provided feedback on this feature.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 126 FreshBooks reviews.

As reported in 115 FreshBooks reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 99 FreshBooks reviews. Provides users ability to create and access expense reports/timesheets while not connected to internet.

Based on 165 FreshBooks reviews. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. This feature was mentioned in 151 FreshBooks reviews.

Based on 288 FreshBooks reviews and verified by the G2 Product R&D team. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 138 FreshBooks reviews.

Based on 380 FreshBooks reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 154 reviewers of FreshBooks have provided feedback on this feature.

As reported in 14 FreshBooks reviews. Access pre-built and custom reports and dashboards.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 15 reviewers of FreshBooks have provided feedback on this feature.

Based on 13 FreshBooks reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrator to easily add employees and grow payroll process as their company grows. This feature was mentioned in 14 FreshBooks reviews.

As reported in 63 FreshBooks reviews. Offers embedded AI/machine learning

Provides workflow for complex approval structures 66 reviewers of FreshBooks have provided feedback on this feature.

Provide integration with accounting software and ERP systems. This feature was mentioned in 67 FreshBooks reviews.

Provide integration with B2B and B2C e-commerce platforms 64 reviewers of FreshBooks have provided feedback on this feature.

Based on 234 FreshBooks reviews and verified by the G2 Product R&D team. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Based on 229 FreshBooks reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Based on 225 FreshBooks reviews and verified by the G2 Product R&D team. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

Based on 399 FreshBooks reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and you can add or remove fields.

Based on 308 FreshBooks reviews and verified by the G2 Product R&D team. Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

Based on 275 FreshBooks reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections

Based on 272 FreshBooks reviews and verified by the G2 Product R&D team. Steamlines data entry by auto populating recurring or predefined vendor values

Based on 328 FreshBooks reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process This feature was mentioned in 143 FreshBooks reviews.

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. 126 reviewers of FreshBooks have provided feedback on this feature.

Based on 157 FreshBooks reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations This feature was mentioned in 129 FreshBooks reviews.

Based on 133 FreshBooks reviews. Automates recognition of revenue and expenses by defining recognition rules.

Based on 144 FreshBooks reviews. Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

As reported in 155 FreshBooks reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll

Based on 316 FreshBooks reviews and verified by the G2 Product R&D team. Automated time and expense capture, tracking, approval, reimbursement and reporting

Based on 362 FreshBooks reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer 201 reviewers of FreshBooks have provided feedback on this feature.

Based on 192 FreshBooks reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.

Based on 387 FreshBooks reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 271 FreshBooks reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 195 FreshBooks reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 217 FreshBooks reviews.

Based on 13 FreshBooks reviews. Provides standard integration with third party accounting software.

As reported in 131 FreshBooks reviews. Provide integration with accounting and financial management software

Integrates with other payments software This feature was mentioned in 133 FreshBooks reviews.

As reported in 102 FreshBooks reviews. Deliver integrations with accounting modules of ERP systems

Based on 17 FreshBooks reviews. Calculates taxes due and may include resources or tools for federal and state tax compliance.

As reported in 14 FreshBooks reviews. Files payroll tax forms automatically for federal, state, and local taxes.

Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government. 14 reviewers of FreshBooks have provided feedback on this feature.

As reported in 80 FreshBooks reviews. Built-in security to protect payment information in order to prevent fraud and hacking.

Based on 87 FreshBooks reviews. The ability to process credit card payments and receive approval or denial of funds from the customer's bank.

Based on 79 FreshBooks reviews. The ability to process mobile payments from a mobile wallet or other mobile phone payment app.

The ability to process payments from a digital wallet service or other digital payment method. 67 reviewers of FreshBooks have provided feedback on this feature.

Based on 202 FreshBooks reviews and verified by the G2 Product R&D team. Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.

Based on 289 FreshBooks reviews and verified by the G2 Product R&D team. Add one-time or recurring cash flow items and add line items for each payment or deposit.

Based on 245 FreshBooks reviews and verified by the G2 Product R&D team. Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Based on 192 FreshBooks reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.

Based on 166 FreshBooks reviews and verified by the G2 Product R&D team. Import trial balance, monthly P&L, balance sheets, and other types of financial data

Based on 137 FreshBooks reviews and verified by the G2 Product R&D team. Keeps track of all versions of a budget and allows users to compare versions

Based on 204 FreshBooks reviews and verified by the G2 Product R&D team. Forecasting is based on past transactions and historical financial or operational data

Based on 228 FreshBooks reviews and verified by the G2 Product R&D team. Supports multiple types of revenues, such as recurring and transaction based

Based on 170 FreshBooks reviews and verified by the G2 Product R&D team. Allows users to allocate revenues to various business entities or departments

Automatic scheduling to ensure that revenue is recognized at the proper time 164 reviewers of FreshBooks have provided feedback on this feature.

Allows users to process payments in multiple currencies. 64 reviewers of FreshBooks have provided feedback on this feature.

Provides an online portal where customers can make payments. This feature was mentioned in 75 FreshBooks reviews.

Support cardholder verification methods for POS transactions. This feature was mentioned in 62 FreshBooks reviews.

Based on 113 FreshBooks reviews and verified by the G2 Product R&D team. Automatically deposits paychecks into employees' bank accounts.

Based on 106 FreshBooks reviews and verified by the G2 Product R&D team. Allows administrators to print valid paychecks and W-2 forms.

Based on 115 FreshBooks reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance.

Based on 125 FreshBooks reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

As reported in 143 FreshBooks reviews. Provide standard invoice templates that can be customized by users

Based on 146 FreshBooks reviews. Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals 134 reviewers of FreshBooks have provided feedback on this feature.

Allow users to consolidate multiple invoices into one This feature was mentioned in 128 FreshBooks reviews.

As reported in 124 FreshBooks reviews. Ability to create multiple types of invoices

Manage invoicing for different types of products or services 127 reviewers of FreshBooks have provided feedback on this feature.

As reported in 39 FreshBooks reviews. Uses AI to automatically input data from receipts, invoices, and other documents

Uses AI to generates, send, and track invoices This feature was mentioned in 36 FreshBooks reviews.

Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns This feature was mentioned in 36 FreshBooks reviews.

As reported in 37 FreshBooks reviews. Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time

Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns 36 reviewers of FreshBooks have provided feedback on this feature.

Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports This feature was mentioned in 39 FreshBooks reviews.

Uses AI to match transactions recorded in the accounting system with those in bank statements This feature was mentioned in 46 FreshBooks reviews.

Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business 40 reviewers of FreshBooks have provided feedback on this feature.

As reported in 43 FreshBooks reviews. Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances

Uses AI to analyze data to identify trends and make predictions This feature was mentioned in 38 FreshBooks reviews.

Enables synchronization of accounting data across devices in real-time 12 reviewers of FreshBooks have provided feedback on this feature.

Based on 12 FreshBooks reviews. Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines

Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables 11 reviewers of FreshBooks have provided feedback on this feature.

Allows users to view and update certain data without an internet connection This feature was mentioned in 11 FreshBooks reviews.

Allows users to capture and upload expense receipts directly from mobile devices This feature was mentioned in 13 FreshBooks reviews.

As reported in 13 FreshBooks reviews. Enables creation, editing, and sending of invoices

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases