---
title: FreshBooks Reviews
meta_title: 'FreshBooks Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 981 reviews by the users' company size, role or industry
  to find out how FreshBooks works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 981
  scale: '5'
date_modified: '2026-08-11'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# FreshBooks Reviews
**Vendor:** FreshBooks  
**Category:** [Accounting Software](https://www.g2.com/categories/accounting)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 981
## About FreshBooks
FreshBooks is software that simplifies the complicated world of bookkeeping and accounting. With FreshBooks, you can run your billing, books, and payroll all from one platform—no complicated spreadsheets or convoluted software. With FreshBooks, you’ll save time and get peace of mind. • Run your billing, books, and payroll on the same platform. • Build invoices in seconds and get paid twice as fast. • Create reports that allow you to see the health of your business instantly. • Stay organized for tax time and compliant with tax regulations. • Collaborate with clients, manage billing, and track project profitability.



## FreshBooks Pros & Cons
**What users like:**

- Users love the **ease of use** of FreshBooks, simplifying accounting tasks for busy small business owners. (154 reviews)
- Users value the **simplicity of invoice management** in FreshBooks, streamlining their financial processes effortlessly. (80 reviews)
- Users find FreshBooks&#39; **invoicing simplicity** invaluable for managing finances effortlessly and streamlining payment processes. (80 reviews)
- Users commend FreshBooks for its **exceptional customer support** , highlighting quick responses and extensive assistance for every issue. (69 reviews)
- Users love FreshBooks for its **easy invoicing** , saving time while maintaining accuracy and usability for non-accountants. (60 reviews)
- Users find FreshBooks to be **incredibly helpful** for organizing projects and efficiently handling invoicing and timekeeping. (56 reviews)
- Simplicity (55 reviews)
- Intuitive (51 reviews)
- Invoicing Ease (44 reviews)
- User Interface (43 reviews)

**What users dislike:**

- Users find FreshBooks lacks **versatile invoice creation** and flexibility in tracking and data access after cancellation. (57 reviews)
- Users find FreshBooks&#39; **invoicing issues** frustrating, especially regarding flexibility and access to previous records post-cancellation. (33 reviews)
- Users find FreshBooks to be **expensive** , especially for solopreneurs needing additional features and support. (28 reviews)
- Users find the **limited features** of FreshBooks restrict functionality, especially regarding invoice management and client access. (28 reviews)
- Users note **pricing issues** , citing annual rate increases and complications with tax handling and invoice summaries. (28 reviews)
- Integration Issues (25 reviews)
- Invoicing Problems (23 reviews)
- Invoice Issues (20 reviews)
- Limited Options (20 reviews)
- Users face **payment issues** with bank connections and client credit updates, hindering smooth financial transactions. (20 reviews)

## FreshBooks Reviews
  ### 1. Freshbooks is simple, useful and supportive of being self employed..

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Architecture & Planning

**Reviewed Date:** May 21, 2025

**What do you like best about FreshBooks?**

Simple and effective invoicing with email records.

**What do you dislike about FreshBooks?**

Not enough space to fully describe the work done.

**What problems is FreshBooks solving and how is that benefiting you?**

Tracking whether I have recorded payments and reminded clients of invoicing.

  ### 2. Helped to build my business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services

**Reviewed Date:** May 13, 2025

**What do you like best about FreshBooks?**

I like FreshBooks because it sends recurring invoices automatically.

**What do you dislike about FreshBooks?**

The invoices are not properly designed. They are too big and have large open spaces.

**What problems is FreshBooks solving and how is that benefiting you?**

FreshBooks is solving invoicing and proposals.

  ### 3. Good Canadian Company

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising

**Reviewed Date:** May 14, 2025

**What do you like best about FreshBooks?**

Easy to create clients and invoices, track time and projects

**What do you dislike about FreshBooks?**

It's pretty expensive for a solopreneur.

**What problems is FreshBooks solving and how is that benefiting you?**

Invoicing primarily and offering payment options like Stripe without needing a merchant account

  ### 4. Having Fresh Books is a breath of fresh air!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Printing

**Reviewed Date:** May 30, 2025

**What do you like best about FreshBooks?**

Easy to navigate...and the customer response to receiving information...very happy.

**What do you dislike about FreshBooks?**

So far nothing on the down side..keep it up!

**What problems is FreshBooks solving and how is that benefiting you?**

Time saver!

  ### 5. Freshbooks is a great system for those starting a new business

**Rating:** 3.0/5.0 stars

**Reviewed by:** Devin W. | Automotive Project manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 21, 2024

**What do you like best about FreshBooks?**

Freshbooks is simple and easy to use. I love the products and service libraries.

**What do you dislike about FreshBooks?**

Freshbooks complex estimate capability. For instance I need to give estimates that provide an estimated range. It may take 2 hours to complete a job and it may take 6 hours. I've lost a lot of money over the years by getting the estimates wrong.  Once the client sees the estimate they lock it in. So I've had to get creative on how I write the estimates out.

**What problems is FreshBooks solving and how is that benefiting you?**

Freshbooks allows me to invoice my clients In real time

**Official Response from FreshBooks Support:**

> Hey Devin, thank you for taking the time to share your review of FreshBooks.

Our Support Team would like to better understand your workflow with Estimates, and the changes or updates you wish to see. Please reach our Support Team via https://www.freshbooks.com/contact ^DM

  ### 6. My Overall Experience was average

**Rating:** 3.0/5.0 stars

**Reviewed by:** Jyoti K. | Freelance Content Writer, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 16, 2025

**What do you like best about FreshBooks?**

The software is user friendly. I didn't need to learn much and started applying

**What do you dislike about FreshBooks?**

The support system is little weak, need to work on it.

**What problems is FreshBooks solving and how is that benefiting you?**

IT has made my payment processing so easy  and fast and it gave my company somewhere advantage

**Official Response from FreshBooks Support:**

> Hi Jyoti, thank you for taking the time to share your review of FreshBooks.

I have shared your feedback regarding the support system with our team on your behalf. To better understand how our Support Team can best support you, please reach out to share further detail via https://www.freshbooks.com/contact ^DM

  ### 7. Used to Love Freshbooks...then they broke my Invoicing Heart!!

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 10, 2025

**What do you like best about FreshBooks?**

Easy to Use, some nice tools. But getting expensive.

**What do you dislike about FreshBooks?**

They recently forced me to switch from my business Stripe account to theirs. I just couldn't do it. I have years of history with my Stripe account. The only reason was probably I could figure out is so that they could offer loans through Loan End. I contact Customer Support and they weren't helpful as they usually are. Did they sell the company? I have been using FreshBooks for about 5 years and unfortunately I'm considering moving on.

**What problems is FreshBooks solving and how is that benefiting you?**

Invoicing.

**Official Response from FreshBooks Support:**

> Hi there, thank you for taking the time to share your review of FreshBooks.

I am sorry for any inconvenience you've experienced with this change. I have ensured that your feedback has been shared with our team on your behalf. If our Support Team can be of any assistance, please don't hesitate to reach out via https://www.freshbooks.com/contact ^DM

  ### 8. Simple and Reliable with Reasonable Pricing

**Rating:** 3.5/5.0 stars

**Reviewed by:** M. A. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 21, 2024

**What do you like best about FreshBooks?**

Freshbooks has been one of the most creative accounting services around from the start. You can pick it right up and just go whenever. As a start up and a milti-disciplined artist, much of my business has been part time so I have been in and out but Freshbooks has always been here and had my data ready, which supported small my business before and after the pandemic. It's flexible and pleasant to log into and so so useful!

My favorite features are the timer and the expenses in the project menu. I love how all the features work together to save so much time, make things easy for my clients and it has been the service with the most of what I do need and very little of what I don't.

The platform doesn't look stale and boring. It's really an enviting app to log into and it feels very comfortable to use.

Customer service is extremely responsive as well.

**What do you dislike about FreshBooks?**

I recently needed a fix for something that was very frustrating and something that I feel is a bit serious. My business relies on the safety of ACH. Clients don't often feel comfortable pulling out credit cards and fees can be high for service work. It had not been a problem before but it took a week for an ACH payment to clear via Stripe.

Freshbooks has a feature to prevent clients from placing multiple payments and getting confused. But that feature also locks any invoice that uses deposits until it clears. The client will not be able to pay the rest of that first invoice.

As an artist, deposits are often paid immediately as work is starting. My clients often need things last minute. There is rarely a scenario where I have a week for a payment to clear. This means the deposit feature ends up being pretty useless. But it's also the smoothest way to request a deposit. And the only way that doesn't mess with accounting numbers.

Instead, I have to get around this using other features and manually recpord the deposit. And it can take a bit of figuring out if you're new to the platform. However, it's a big positive that this is possible as well because Freshbooks is so flexible.

**What problems is FreshBooks solving and how is that benefiting you?**

Everything financial is solved with Freshbooks besides the actual banking. Some of the integrations haven't been as useful like Squarespace and I can't remember if there was an option for Etsy but it hasn't killed the usability of Freshbooks itself. Freshbooks seems to keep a close relationship with its customers to continue improving features.

  ### 9. I find it to be very simple with a performant UI/UX that allows me to efficiently run my business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services

**Reviewed Date:** April 08, 2025

**What do you like best about FreshBooks?**

Simple user interface with well delineated areas for specific features/tasks, plus it's reliable and performant. The time-tracking, invoicing, and reporting features make it very efficient to run my business.

**What do you dislike about FreshBooks?**

I find the mobile app (iOS in my case) to be better than many accounting applications I've used, but it's not quite on-par with the web application (especially some of the time-tracking functionality).

**What problems is FreshBooks solving and how is that benefiting you?**

It greatly simplifies my time-tracking and invoicing for my consulting services, plus has made my bookkeeping much more manageable.

  ### 10. Freshbooks is easy to use, fully functional law firm time and billing software & great support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gary L. | Founder/ President, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 27, 2020

**What do you like best about FreshBooks?**

It is extremely easy to create client accounts, record, review, and edit time entries, and generate invoices.
What's wonderful is the support. If I have ever had a question about how to do something, say attach a third-party expense pdf to the invoice, I click a link, get a code, and call up the toll-free number and I get a bright, articulate English-speaking person (ok, they are Canadian). They either have the answer at their fingertips, teach me how to do something, or if they don't have the answer, they find someone who can do it in the shortest time possible. I am awed by this company.

**What do you dislike about FreshBooks?**

Nothing negative to say about your software. It's excellent.

**What problems is FreshBooks solving and how is that benefiting you?**

It is easy for me to keep an accurate record and track of all of my work.

  ### 11. Freshbooks is a excellent tool to keep track of all things your business needs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brianna D. | Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 27, 2024

**What do you like best about FreshBooks?**

Tracking bills and expenses, creating invoices and being able to customize them. Time tracking and being able to export my employees hours into excel. The customer service responds diligently.

**What do you dislike about FreshBooks?**

I'm having trouble getting my bank account to get connected

**What problems is FreshBooks solving and how is that benefiting you?**

I benefit by being able to have everything on the computer instead of having a ton of papers laying around. Easy to access right on my phone or laptop

  ### 12. Review of Freshbooks

**Rating:** 5.0/5.0 stars

**Reviewed by:** Frank C.

**Reviewed Date:** May 20, 2025

**What do you like best about FreshBooks?**

Easy to use, great support, reasonably priced.

**What do you dislike about FreshBooks?**

I do not have a dislike, I like every aspect.

**What problems is FreshBooks solving and how is that benefiting you?**

Business financial management,

  ### 13. User friendly for accounting software newbie

**Rating:** 4.0/5.0 stars

**Reviewed by:** Danielle M. | Creative Strategist & Graphic Designer, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 15, 2024

**What do you like best about FreshBooks?**

I'm new to accounting software and felt very overwhelmed about starting, but I received so many recommendations for FreshBooks, and it has been great so far. I like how simple and easy to access everything is. Customer support was very helpful and easy to understand when I had a question. I love that I can send an invoice from my phone.

**What do you dislike about FreshBooks?**

I like the simplicity of the estimate and invoice templates, however I don't love how strict they seem to be set up, I'd like to make a few small changes. This may be possible and I just haven't learned yet.

**What problems is FreshBooks solving and how is that benefiting you?**

FreshBooks keeps all of my information organized and provides me with useful analytics and functions that take tasks off of my plate, like invoice reminders.

  ### 14. Rock stars

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dr. Simon M. | Fopunder, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 23, 2025

**What do you like best about FreshBooks?**

Syncing all expenses. Easy tax prep. Online invoicing.

**What do you dislike about FreshBooks?**

Lengthy surveys :-) Sometimes the bank accounts drop off. A bit annoying but has not happened lately.

**What problems is FreshBooks solving and how is that benefiting you?**

Understanding financial status in real time

  ### 15. 85% LOVE FreshBooks

**Rating:** 4.0/5.0 stars

**Reviewed by:** Bridget V. | Owner | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 17, 2024

**What do you like best about FreshBooks?**

I love the ease of sending invoices to clients that can be paid online, if they wish. I also love how my bank transactions automatically load into FreshBooks for ease of reconcilliation

**What do you dislike about FreshBooks?**

I wish it were easier to keep things accurate. ie. within expenses, being able to sub catoregize expense accounts, instead of having to create journal entries. I also wish that transactions could be coded to assets and liabilities as well and not just expenses and cost of goods. I feel like I have to do more steps to keep my bookwork accurate and it gets very confusing.

**What problems is FreshBooks solving and how is that benefiting you?**

Ease of sending invoices online and getting paid faster and easier, especially for clients that are from out of town or clients that want to make payments on their orders.

  ### 16. Couldn't run my business without FreshBooks!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 31, 2016

**What do you like best about FreshBooks?**

I love how easy it is to use and set up.  I provide hosting services so the reoccurring billing is so important.  It's so convenient to have everything in one place.  It's a well thought out program.  Simple to use and create reports for clients.  

**What do you dislike about FreshBooks?**

I would like to use the phone app swiper but it's kind of pricey.  It would be nice to be able to actually have everything in one place and use that.  

**What problems is FreshBooks solving and how is that benefiting you?**

I can keep track of who has paid and who hasn't.  I also like being able to create invoice templates.  I can see who opened the invoice too.  That's been something I've used often. 

  ### 17. Great Small Business Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael W. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 11, 2024

**What do you like best about FreshBooks?**

I started my business in May of 2023 and FreshBooks was the best priced option that would meet my needs at startup and as my business has grown.

**What do you dislike about FreshBooks?**

It might not be quite as intuitive as QuickBooks, but the learning curve is quick.

**What problems is FreshBooks solving and how is that benefiting you?**

I can track all my bills, connect my bank account and credit card and make it a one stop hub for the financials of my company.

  ### 18. A decent product with terrible customer service

**Rating:** 1.0/5.0 stars

**Reviewed by:** Abigail P. | Co-Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 30, 2024

**What do you like best about FreshBooks?**

The software itself is pretty easy to set up and use. I love the ability to quickly generate invoices from time tracking logs. I also like the fact that I am able to connect my bank accounts and credit cards so that I can balance the books all in one place.

**What do you dislike about FreshBooks?**

There is occasional glitchiness with the software. I've specifically noticed this with the time tracking in the app, and importing expenses from my banks. I can usually work around the issues, but it can be a little annoying at times. 
My biggest issue has been the customer service experience. I needed to add an additional team member and Freshbooks would not allow me to do this online without an account manager. I never dealt with an account manager when I initially bought the software, so this alone was frustrating to have to reach out to a black box to get help. I didn't receive a response for multiple days and when I finally did the account manager was rude and unhelpful. It took a week of me begging for this change to be made and I only got short responses that gave me no details on what was going on. It took me reaching out to 3 other channels to finally get a response and the seat added. I understand that there are bugs and issues in any software, but the least they could do is apologize for it taking longer than expected and let me know that they are still working on resolving it instead of leaving me in the dark. 
I don't feel like they valued my time, business, or money. I think there is better software out there and almost any other company would offer better support. If I hadn't prepaid for a year I would have already switched, but I certainly will not be continuing after my subscription expires.

**What problems is FreshBooks solving and how is that benefiting you?**

FreshBooks allows me to track time spent working on multiple projects and easily invoice for that time. It also allows me to track my income and expenses so that I can easily file taxes.

**Official Response from FreshBooks Support:**

> Hey Abigail, thank you for taking the time to share your review.

I do apologize for any inconvenience that was caused. I have ensured that your feedback regarding your experience has been shared with our team on your behalf.

Our Support Team is here to help however we can - if there's anything the team can assist with, please do reach out via https://www.freshbooks.com/contact ^DM

  ### 19. Easy, Quick, Professional .

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tandy K. | Lighting Designer & Gaffer, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 25, 2024

**What do you like best about FreshBooks?**

I like how easy it is to write out a invoice and do a bunch of client relations. Also their customer service has a actual human that solves problems, verse Ai useless nonsense.

**What do you dislike about FreshBooks?**

The only things I have a qurp with is; 1) how I can't attach a W-2 or W-9 to my invoices when sending to a client. 2) I was recommended Bench as a book keeping service and it was probably the worst service I have ever signed up for in my career bar none. Sounds good but isn't.

**What problems is FreshBooks solving and how is that benefiting you?**

Expenses, budget, as well as organization of finances.

  ### 20. You don’t have to have an accounting degree

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sadie P. | Principal, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 03, 2024

**What do you like best about FreshBooks?**

Freshbooks allows you to run your business without an accounting degree. The support is phenomenal. After 10 years with a world renowned accounting software program with no support and high monthly subscription I switched thinking what do I have to lose?  The reality is I had everything to gain, the people, the streamlined accounting allows me to run my company knowing I have financial stabilty.

**What do you dislike about FreshBooks?**

None, wveryone I have dealt with has been knowledgeable professional and personable.

**What problems is FreshBooks solving and how is that benefiting you?**

The way Freshbooks integrated my former files into their format simplified my day to day operations

  ### 21. Simple, reliable and excellent customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andre M. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about FreshBooks?**

Here are some of my favorite features about Freshbooks:
-Customer support you can count on. If you call them, a human will answer right away. If you write to them, they will get back quickly.
-Very easy to create invoices and manage clients
-Solid expenses management 
-reliable reports generation

**What do you dislike about FreshBooks?**

Nothing stands out to me. As a sole business owner, the product works as it should

**What problems is FreshBooks solving and how is that benefiting you?**

Keeping all billing and expenses in one place

  ### 22. Simple to use, inexpensive, better than Quickbooks.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Consulting

**Reviewed Date:** June 24, 2025

**What do you like best about FreshBooks?**

Similar to other products I've used in the past

**What do you dislike about FreshBooks?**

Invoicing is viewed as income in reporting, it requires another step to differentiate between invoicing and payment.

**What problems is FreshBooks solving and how is that benefiting you?**

Tracking income and expenses

  ### 23. Just the right balance of cost and functionality for an independent contractor.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 21, 2024

**What do you like best about FreshBooks?**

What I like best about FreshBooks is the ability to track my time and client expenses and pull them into my invoices.

**What do you dislike about FreshBooks?**

Some of the search functionality is less than optimum, but I believe that may have already been addressed.

**What problems is FreshBooks solving and how is that benefiting you?**

I used to track my time in a spreadsheet that I created that converted time into decimals that I could then sort and add up to create an invoice. A single invoice could take 45 minutes of spreadsheet sorting to get what I needed to put on my invoice. The time tracking function alone solved my biggest problem.

  ### 24. Organized our invoices and simplified our tracking

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ryan S. | Executive Director, Non-Profit Organization Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 18, 2024

**What do you like best about FreshBooks?**

I like the ability to send an invoice and collect payments via email directly from the system. Tracking invoices is super helpful as well. It's been an easy learning curve.

**What do you dislike about FreshBooks?**

It does all that our $750K business needs it to do.

**What problems is FreshBooks solving and how is that benefiting you?**

FreshBooks helps us organize all of our invoices and automates several processes we use to do manually. We were sending PDF invoices out and then trackign them in a spreadsheet. FreshBooks has helped streamline this process.

  ### 25. the solution was found

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Recreational Facilities and Services

**Reviewed Date:** March 12, 2025

**What do you like best about FreshBooks?**

Ease of creating items and invoices also  product extensions could be useful

**What do you dislike about FreshBooks?**

We still need a Vendor section to create purchase orders and GET RID OF STRIPE PAYMENTS YESTERDAY !

**What problems is FreshBooks solving and how is that benefiting you?**

These surveys should give us credits towards a month of FreshBooks service

  ### 26. Simple and easy to use. It does what I need.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering

**Reviewed Date:** May 19, 2025

**What do you like best about FreshBooks?**

It is easy to use. Simple and intuitive. Gets the job done.

**What do you dislike about FreshBooks?**

Sometimes it may be lacking a specific feature or tool, or may not be customizable in the exact way you wish.

**What problems is FreshBooks solving and how is that benefiting you?**

Easy invoicing and time tracking. Client and project reports are very helpful.

  ### 27. Great Product Great Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark P. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 05, 2024

**What do you like best about FreshBooks?**

Customer Care and the ease of using FreshBooks. I was using a "bigger" brand and was so frustrated with their customer care and I really could not get the correct answer or solution to my issues. I researched different alternatives and after reading the reviews decided to try FreshBooks. Best decision I have ever made. No more frustration working on a product and the customer care is the best I have ever encountered.

**What do you dislike about FreshBooks?**

I am still trying to find something that would frustrate me but I haven't found any serious issues with FreshBooks. I wish they had a live chat support but I can do without considering the great live support I get over the phone.

**What problems is FreshBooks solving and how is that benefiting you?**

It has simplified the payroll process for me.

  ### 28. Saying good-bye to Quickbooks!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Scott R. | Owner /  Designer, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 12, 2024

**What do you like best about FreshBooks?**

The nice thing abour Freshbooks is all the help and support you have right from the crossover!
Having a company that helps you bring your books over is huge... especially when you have no time to do it.

**What do you dislike about FreshBooks?**

It's growing... but that's not all bad.  So long as the pricing doesn't change.

**What problems is FreshBooks solving and how is that benefiting you?**

Getting paid quicker... as far as processing payments.

  ### 29. Great Product and Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness

**Reviewed Date:** March 27, 2025

**What do you like best about FreshBooks?**

ease of use, intuitive, customer service

**What do you dislike about FreshBooks?**

The link to Gusto. Gusto link is convoluted  and difficult to see how to log in as a user

**What problems is FreshBooks solving and how is that benefiting you?**

keeping track of cash flow

  ### 30. Streamlined Accounting with Stellar Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephanie P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2024

**What do you like best about FreshBooks?**

I’ve been using FreshBooks for about six months now, and I’m loving the freedom it gives me. Matching bank and Square feeds to expenses and payments is super easy, making my work a lot quicker. I also love that I can easily bring back deleted or archived transactions with just one click.  Another plus is the ability to upload CSV files easily, which made the integration set-up pretty quick.The report options are great, and the overall navigation is really smooth.  The only hiccup is handling split transactions like loans and payroll, which you have to do through Journal Entries. The way it works is so entirely different from the Intuit products, it took me a few months to become comfortable with how to find things. But Justin in Accountant Support is a real gem and makes everything so much easier. I have to be on the big competitor's product daily, but would much rather be on FreshBooks daily because it's so much more pleasant to work in.  I look forward to helping more clients on FreshBooks!

**What do you dislike about FreshBooks?**

One downside is the limitation of handling split transactions such as loan/liability payments, asset purchases, payroll, etc, which you have to do through Journal Entries. I also would love to see Gusto payroll integrated even when it's not purchased through FreshBooks.

Another negative is the inability to send customer account statements as PDFs to clients directly from within the system. They have to be printed as a PDF then sent through your email client.

**What problems is FreshBooks solving and how is that benefiting you?**

Ease of finding and correcting errors, saves me time.

  ### 31. Easy and Intuitive, Response Help

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bobby H. | Leadership Coach, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 18, 2024

**What do you like best about FreshBooks?**

I like the easy, intuitive interface. Setting things up did not take long, nor does setting up clients and doing invoices. Also, when I ran into a client's cc not going through, I was able to get a hold of customer service very quickly and the Freshbooks folks were able to tell me why it had happened (and the issue had to do with my client's cc input)

**What do you dislike about FreshBooks?**

No downsides so far. I am 9 months into using it.

**What problems is FreshBooks solving and how is that benefiting you?**

Freshbooks creates and send invoices for my clients (in a very professional way) and ensures I am paid for my services.

  ### 32. Easy, straighforward, uncomplicated

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 19, 2024

**What do you like best about FreshBooks?**

I like how easy it is to use.  I love when i have an issue or a question the Team behind Freshbooks is always there. Helps me out and with easy to understand solutions and step by step process.

**What do you dislike about FreshBooks?**

I can't link a payroll system to it yet in Canada! Only down side.  Right now I am using wagepoint and hoping someday these two can be friends.

**What problems is FreshBooks solving and how is that benefiting you?**

Keeping things simplified when it comes to accounting.  I dont have to buy additional packages or watch videos on how to use the software.

  ### 33. Hassle Free Small Business Accounting & Invoicing. I couldn't run by business without it.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Louis W. | Owner / Software Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 07, 2024

**What do you like best about FreshBooks?**

Simplicity. Unlike other "Big Name" accounting software. Freshbooks doesn't expect me to be an actual accountant. Freshbooks is made for small business owners. People who run their businesses all day and have to do accounting chores at night before they go to sleep.
Invoicing and auto-payments are a lifesaver. I run a recurring business. I don't even have to worry about monthly invoices anymore.
Have a problem? A real human will answer support tickets quickly. Every support interaction I have had was fantastic. Making implementation easy. Quick support makes it a breeze to get started and quickly up and running my business.
These are incredibly important things to consider as your accounting software is something you'll use every single day.

**What do you dislike about FreshBooks?**

Nothing is cheap anymore. Freshbooks is not a Cheap service, especially if you need a few extra hands on the software to track time, etc. I only need employees for Time tracking. It is about 3x more per employee than I would pay at an alternative time tracking-only application. I am begrudgingly willing to pay a little $ extra per month to avoid maintaining an integration. If I were to hire more employees. It might justify the cost of alternative time tracking.

**What problems is FreshBooks solving and how is that benefiting you?**

Freshbooks gives me one single touchpoint for client billing. They keep things simple. Easy to use. I was originally with Freshbooks years ago. My business grew to the point of needing more employees. I thought it was the best use of my money at that time to hire an accountant. My accountant requested that I switch to another big brand "books" company. I quickly found out that those books were not quick at all. The amount of process and duplicate entries required forced me to become increasingly reliant on my accountant. As my business grew, my accountant's hourly charges started to add up. After years of doing it the "quick" way. I had to take a Fresh approach and come back to Freshbooks. They have partnered with a professional accounting firm. The quality of work I get from Freshbooks combined with the other company is higher. The total cost to my business is predictable and manageable. No longer do I have massive fluctuations in monthly costs associated with hourly accounting.

  ### 34. Easy Invoice & Payment Software for Small Business

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 16, 2024

**What do you like best about FreshBooks?**

As an independent consultant, FreshBooks has really simplified my running my small business. It's user-friendly platform makes it easy to manager my finances, saving me valuable time.  WIth Freshbooks I can track my income and expenses and generate professional invoices for quick and convenient payment.

**What do you dislike about FreshBooks?**

The only downside of FreshBooks is that I have to really manage the expense matching that is auto-generated.   Payments to my business credit card are categorized as expenses and I need to reclassify them as transfers between accounts each month.

**What problems is FreshBooks solving and how is that benefiting you?**

FreshBooks saves me valuable time and reduces the stress of accounting.  Being able to generate reporting on my business has been super helpful to keep me on top of how my business is doing.

  ### 35. Utilize billing function only. Outstanding.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consulting

**Reviewed Date:** May 11, 2025

**What do you like best about FreshBooks?**

Suits my needs for client billing and timekeeping

**What do you dislike about FreshBooks?**

I work odd hours and bill odd hours. Occasionally, I cannot log hours when updates are being made. Dashboard could include billing for year in addition to amount received.

**What problems is FreshBooks solving and how is that benefiting you?**

Timekeeping/billing

  ### 36. User Friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting

**Reviewed Date:** May 19, 2025

**What do you like best about FreshBooks?**

Upsides - easy to use and bright and friendly

**What do you dislike about FreshBooks?**

Doesn't quit have all the apples Quickbooks has

**What problems is FreshBooks solving and how is that benefiting you?**

Resolving some of the features that take too long to do such as reconciling, liabilities and depreciation

  ### 37. Very Empressed with FreshBooks

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marilou  R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 26, 2024

**What do you like best about FreshBooks?**

I find the best thing I like about Freshbooks is that after the initial contact with our prospective client, writing up the Scope of Work Estimate is a breeze! Once that's finished the Estimate is easily submitted to our client for approval via email allowing them to accept the Proposal and electronically sign the contract.

We require a 50% Down Payment to get their project on our books. Once we receive their payment our Contract is then turned into an Invoice which allows us to post their payment and send them an updated Invoice.

**What do you dislike about FreshBooks?**

I find the downfall of FreshBooks is the Petty Cash holding place for transactions before they are matched during reconciliation. I had to get used to that after using QuickBooks. That's taking me a little while to wrap my head around it, but I'm beginning to understand it more.

**What problems is FreshBooks solving and how is that benefiting you?**

I find FreshBooks support is very good. They listen to suggestions and continuing making changes or enhancements by listening to their users.

  ### 38. A great solution for small businesses looking to simplify accounting without breaking the bank

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 28, 2024

**What do you like best about FreshBooks?**

Freshbook's interface is easy to navigate, has exactly the feature set I need to manage my small business, and doesn't take a degree in rocket science to operate. 

Their customer service support is excellent with someone you can speak to over the phone. I have not yet had an experience where they either were not able to solve the problem, or tell me what I needed to do to achieve my goal.

**What do you dislike about FreshBooks?**

If you have a larger business, or your small business becomes larger, the feature set might not provide you with everything you need to run your business.

**What problems is FreshBooks solving and how is that benefiting you?**

The monthly subscription price is easily offset by the time it saves in manually creating invoices and running spreadsheets.

  ### 39. Easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Restaurants

**Reviewed Date:** March 13, 2025

**What do you like best about FreshBooks?**

Easy to learn and use.  Saves time on reoccurring tasks.

**What do you dislike about FreshBooks?**

More insight, or modules by industry, that show how it should be set up correctly.  Maybe better onboarding, then a quarterly follow up to help the business fine tune how reporting works.  Need help optimizing for taxes and standard reporting.

**What problems is FreshBooks solving and how is that benefiting you?**

Accounting platform that provides annual reporting used for taxes and on the  health of the business.

  ### 40. Owner

**Rating:** 5.0/5.0 stars

**Reviewed by:** Deborah H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 02, 2025

**What do you like best about FreshBooks?**

Billing and Invoicing.  Very simple to use and looks very professional.

**What do you dislike about FreshBooks?**

I wish that there was a way to get paid faster when my clients choose to pay via Freshbooks.

**What problems is FreshBooks solving and how is that benefiting you?**

They are excellent at emailing extremely detailed information regarding any specific issues that I have had.  They follow up with me to make sure that things are running as I expected.

  ### 41. For a small business it's easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jason G. | Freelance Marketing Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 09, 2024

**What do you like best about FreshBooks?**

I can login and track hours easily. I can also pull reports easily.  If I have an issue I can reach out to customer service and they can resolve the issue quickly. I use freshbooks literlaly every day.

**What do you dislike about FreshBooks?**

The price, i feel that they raise their rates every year.

**What problems is FreshBooks solving and how is that benefiting you?**

Tracking my hours worked for my several clients. a lot easier than using a spread sheet.

  ### 42. Love it

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lynda N. | Publisher, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2024

**What do you like best about FreshBooks?**

Very user friendly and easy to send invoices and track everything

**What do you dislike about FreshBooks?**

I didn't realize I had more than one freshbooks account, and I was billed for the inactive one for years before I realized I wasn't using it anymore, so I wasted hundreds of dollars and Freshbooks didn't effectively bring it to my attention. I should have tracked my accounts better, but if it's possible to receive a refund for the unused years on my inactive account, that would be amazing. Please let me know if you can help! Thanks

**What problems is FreshBooks solving and how is that benefiting you?**

tracking invoicing to clients

  ### 43. Much better than quickbooks!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cleonie M. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 05, 2024

**What do you like best about FreshBooks?**

Ease of use, useful features that I need (time tracker, dashboard, client profile, projects etc), great customer service and great value for the money

**What do you dislike about FreshBooks?**

There are some features that I don't use as a solopenure

**What problems is FreshBooks solving and how is that benefiting you?**

Allows me to easily track time, bill clients and track payments.  This saves time and stress.

  ### 44. FreshBooks is a business owner's best friend!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Patricia C. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 03, 2024

**What do you like best about FreshBooks?**

Unfortunately, I had spent far too much money on a cumbersome and overrated product through QuickBooks. Due to that experience, I vetted long and hard before deciding which company to work with. FreshBooks is very user-friendly and fun! It meets all of my needs. Their reports are great, and I can easily track my income and expenses. FreshBooks is also very cost-effective. I have had some questions over the years, and their customer service is exceptional - quick responses from knowledgeable staff. They have my highest recommendation!

**What do you dislike about FreshBooks?**

I really have no complaints. Excellent product!

**What problems is FreshBooks solving and how is that benefiting you?**

While I've noticed some updates but I had no problem with the product, so haven't paid much attention.

  ### 45. Easy to use and track client contact for small businesses

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeannie H. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 18, 2024

**What do you like best about FreshBooks?**

I love the ease of Estimate to Invoice!  The relationship area allows for notes to be taken on every interaction if you would like.

**What do you dislike about FreshBooks?**

Wish it had an area for client report for mass outreach.

**What problems is FreshBooks solving and how is that benefiting you?**

Accounting and customer management is all in one place!

  ### 46. FreshBooks is perfect for my small business.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dana M. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 04, 2024

**What do you like best about FreshBooks?**

FreshBooks is very user-friendly. The dashboard is clean and well-organized, and provides a clear overview of my finances at a glance. The navigation makes it easy to access all the varaious features, including invoicing, expenses, payroll, and reports.

**What do you dislike about FreshBooks?**

One thing that I dislike about FreshBooks is that the recurring invoices with automatic payments pull payments on the invoice date instead of the due date. This has caused issues with some of my clients.

**What problems is FreshBooks solving and how is that benefiting you?**

FreshBooks saves me so much time with recurring invoices. For the most part, my clients are billed the same amount every month, and I only have to enter their invoice once, and I "set it and forget it."

  ### 47. Basic user

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Consulting

**Reviewed Date:** June 02, 2025

**What do you like best about FreshBooks?**

Price, cloud based, sufficient functionality without complexity.

**What do you dislike about FreshBooks?**

I would like more customization of reports and invoices.

**What problems is FreshBooks solving and how is that benefiting you?**

Basic accounting for my business.

  ### 48. Freshbooks is the Answer!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tiera M. | Paralegal and Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 26, 2024

**What do you like best about FreshBooks?**

Freshbooks offers a low commitment option for billing that is affordable and convenient for small business. Freshbooks is easy to operate because it has a simple inteface that anyone can use. Their customer service agents are helpful and easy to talk to.

**What do you dislike about FreshBooks?**

There is nothing that I disklike about Freshbooks.

**What problems is FreshBooks solving and how is that benefiting you?**

Freshbooks make tracking time and biling our clients easy for everyone. The invoices that it create are easy for our clients to read and review.

  ### 49. Business Simplified

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brandi S. | Director of Radiology Workflow & Optimization, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 25, 2024

**What do you like best about FreshBooks?**

I love the ease of setup and use of this application.  As a new business owner, it was very easy for me to setup and start accepting card payments immediately.  I love the fact that I am able to manage my inventory and provide invoices in one place without paying an arm and a leg.  Support has been amazing and I have experienced no major issues that would cause me any concern.

**What do you dislike about FreshBooks?**

I may have missed the fact that the lesser plan only allowed for 5 clients.  I had to upgrade to the next level and I wasn't prepared for that.

**What problems is FreshBooks solving and how is that benefiting you?**

Just allowing me to manage my business and better organize my inventory.

  ### 50. Freshbooks offers a fantastic product, great customer service all at a great value!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeff W. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 04, 2024

**What do you like best about FreshBooks?**

The upside of using Freshbooks is it is powerful enough to provide the features I need for my business, but at the same time, I don't need a master's degree in accounting to use it, and when I do need help, the customer support is fantastic!  I use this product daily in my business and would recommend that anyone considering Freshbooks try it!

**What do you dislike about FreshBooks?**

I haven't found anything I dislike about Freshbooks.

**What problems is FreshBooks solving and how is that benefiting you?**

Freshbooks provides all-in-one software for my accounting needs. It also allows me to provide estimates to my clients, keep track of my time while working on their projects, and efficiently invoice the client and receive payment.


## FreshBooks Discussions
  - [What is FreshBooks used for?](https://www.g2.com/discussions/what-is-freshbooks-used-for) - 1 comment, 1 upvote
  - [How do you account for mileage?](https://www.g2.com/discussions/25311-how-do-you-account-for-mileage) - 1 comment, 1 upvote
  - [What is the best way to manage deposits against future work as a consultant?](https://www.g2.com/discussions/25036-what-is-the-best-way-to-manage-deposits-against-future-work-as-a-consultant) - 2 comments, 1 upvote
  - [How do you like using Freshbooks](https://www.g2.com/discussions/24969-how-do-you-like-using-freshbooks) - 2 comments, 1 upvote
  - [Does anyone know how to input time form the mobile app? It does not seem possible, even though I would think it should be the main purpose of the app?](https://www.g2.com/discussions/24606-does-anyone-know-how-to-input-time-form-the-mobile-app-it-does-not-seem-possible-even-though-i-would-think-it-should-be-the-main-purpose-of-the-app) - 1 comment, 1 upvote

- [View FreshBooks pricing details and edition comparison](https://www.g2.com/products/freshbooks/reviews?page=3&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A02%3A00+-0500&secure%5Bsession_id%5D=c48dc1ad-4582-4292-8bba-7f0f44b53253&secure%5Btoken%5D=ed7f56b39a50e8ecb515fcd52594433ac78ca54c33698142d7f664699c784d9a&format=llm_user)
## FreshBooks Integrations
  - [Data Studio](https://www.g2.com/products/data-studio/reviews)
  - [Gusto](https://www.g2.com/products/gusto/reviews)
  - [PayPal Payments](https://www.g2.com/products/paypal/reviews)
  - [SherpaDesk](https://www.g2.com/products/sherpadesk/reviews)
  - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews)

## FreshBooks Features
**Additional Functionality**
- Data Import/Export
- Estimating
- Timer
- Multi-Currency
- Customizable Reports
- Alerts/Notifications
- Reporting/Analytics
- Real-Time Updates
- Projections
- Customizable Fields
- Approval Process Control
- Mobile App
- Generative AI
- Activity Dashboard
- Billing & Invoicing
- Budgeting/Forecasting
- Resource Allocation & Planning
- Access Controls/Permissions
- Real-Time Notifications
- AI Copilot
- Summary Reports
- Reporting & Statistics
- Real-Time Data
- Automatic Time Capture
- Overtime Calculation
- Clock In/Out
- Productivity Analysis
- Multi-Language
- Employee Scheduling
- Employee Database
- Billable & Non-Billable Hours
- Usage Tracking/Analytics

**Expense Reports**
- Ease of Creating Expense Reports
- Bank / Credit Card Integration
- Smart Categorization
- Digital Receipt Management
- Employee Reimbursement
- Currency Conversions
- Corporate Card
- Credit Card Management

**General Ledger**
- Journal Entries
- Tags / Dimensions
- Audit Trail

**Employee Self Service**
- Self Service Portal

**Payment Processing**
- Encryption
- Credit Card Processing
- Mobile Payments
- Digital Wallet Integration
- Debit/Credit Card Processing
- Online Payments
- Partial Payments
- In-Person Payments
- Digital Wallet Payments

**Bill Generation**
- Templates
- Digital Billing
- Recurring Billing
- Hourly Billing
- Contingency Billing
- Project Billing
- Multi-Period Recurring Billing
- Recurring/Subscription Billing
- Deferred Billing

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - Expense Management**
- Autonomous Task Execution
- Cross-system Integration

**AI Assistant - Accounting**
- AI Accounting Assistant

**Travel Management**
- Ease of Booking
- Itinerary Management
- Trip Notifications
- Advanced Integrations
- Online Booking
- Credit Card Management
- Booking Management
- User Management
- Restriction Management
- Reservations Management
- Reimbursement Management
- Vendor Management
- Travel Management
- Promotions Management
- Workflow Management
- Receipt Management
- Supplier Management
- Compliance Management
- Policy Management
- Invoice Management
- Real-Time Notifications
- Third-Party Integrations
- Timesheet Management
- Invoice Management
- Reimbursement Management
- Real-Time Notifications

**Accounts Receivable**
- Invoice Customization
- AR Automation
- Collections Automation

**Administration**
- Payroll Entry
- Direct Deposit
- Expense Reimbursement
- Wage Garnishment
- Split Deposits

**Administration**
- Reporting & Analytics
- E-commerce Integration
- Processing Fees
- POS Integration
- Omnichannel
- Levels 1 & 2
- Level 3
- Payment Gateway Integration
- ACH Payment Processing
- Cryptocurrency Processing

**Bill Processing**
- Consolidation
- Batch Invoicing
- Management
- Compliance Management
- Purchase Order Management
- Document Management
- Email Management
- Client Management
- Dunning Management
- Master Data Management
- Refund Management
- Discount Management
- Sales Tax Management
- Subscription Management
- Recurring Invoicing
- Billing & Invoicing

**Time Tracking**
- Ease of Completing Timesheets
- Tracking Time to Project/Task
- Billable Time Rate Management
- Reimbursement Management
- Task Progress Tracking

**Accounts Payable**
- AP Automation
- Payment Processing
- Purchase Orders
- Invoice Processing
- Purchase Order Management
- ACH Payment Processing
- Electronic Payments
- Electronic Payments
- Credit Card Processing

**Taxes**
- Tax Calculation
- Tax Filing
- Automatic Tax Payment

**Payment Options**
- Multi-Currency
- Self Service Portal

**Integration**
- Accounting
- Payments
- ERP
- Mobile Payments
- CRM

**Client Invoicing**
- Invoice Creation and Delivery
- Electronic Payments
- Project Accounting / Revenue Recognition
- Biometric Recognition
- Optical Character Recognition

**Integration**
- Accounting Integration
- API
- 401(k) Tracking
- Expense Tracking
- Vacation/Leave Tracking
- Third-Party Integrations
- Third-Party Integration

**Security**
- POS Verification

**Agentic AI - Billing**
- Autonomous Task Execution

**Generative AI - Expense Management**
- Image-to-Text
- Text Generation
- Text Summarization

**Additional Functionality**
- File Encryption
- Reporting & Statistics
- Alerts/Notifications
- Contact Database
- Third-Party Integrations
- AI Copilot
- File Sharing
- Purchasing & Receiving
- Multi-Language
- Activity Dashboard
- Customizable Invoices
- Real-Time Reporting
- Credit Card Processing
- Quotes/Estimates
- Fraud Detection
- Real-Time Data
- Generative AI
- Dynamic Pricing
- Credit Note
- Duplicate Detection
- Invoice History
- Reminders
- Billing Portal
- Accounting Integration
- Backup and Recovery
- Customizable Branding
- Bulk Send
- Invoice Creation
- Time & Expense Tracking
- API
- Customizable Reports
- Projections
- Multi-Currency
- Event Logs
- Invoice Processing
- Automated Receipt Matching
- Tax Calculation
- Payment Processing
- Data Import/Export
- Real-Time Analytics
- Client Portal
- Email Reminders
- Mobile Access
- Bank Reconciliation
- Transaction History
- Customer Accounts
- Customizable Fields
- PCI Compliance
- Audit Trail
- Multiple Payment Options
- Self Service Portal
- ACH Payment Processing
- Third-Party Integration
- Payment Tracking
- Batch Processing
- Approval Workflow
- For Small Businesses
- Tax Compliance
- Workflow Automation

**Additional Functionality**
- Audit Trail
- Secure Data Storage
- AI Copilot
- Approval Process Control
- Data Import/Export
- Duplicate Detection
- Expense Claims
- Budgeting/Forecasting
- Customizable Fields
- Spend Control
- Customizable Templates
- Access Controls/Permissions
- Reporting & Statistics
- Automated Receipt Matching
- Mobile Receipt Upload
- Billable & Non-Billable Hours
- Financial Analysis
- Categorization/Grouping
- Single Sign On
- Activity Dashboard

**Other Functionality**
- Inventory Tracking / Ordering
- Inventory Reporting
- Multi-Entity / Consolidation
- Recognition Rules
- Reconciliations
- Payroll
- Time and Expense
- Cost Tracking
- Time Tracking
- Status Tracking
- Budget Tracking

**Platform**
- Payroll Reporting
- User, Role, and Access Management
- Performance and Reliability
- Scalability
- Payroll Reporting
- Activity Dashboard
- Compensation Management
- Timesheet Management
- Performance Management
- Benefits Management
- Document Management
- Payroll Management
- Compliance Management
- Cash Flow Management
- Team Management
- Policy Management
- Calendar Management
- Mobile Access
- Attendance Management
- Deduction Management
- Employee Management
- Reimbursement Management
- Audit Management
- Receipt Management
- Time Off Management
- Workflow Management
- Expense Management

**Platform**
- Accounting integration
- E-commerce Integration

**Additional Functionality**
- Reminders
- Employee Profiles
- Generative AI
- Alerts/Notifications
- W-2 Preparation
- Multi-Country
- Employee Database
- Reporting & Statistics
- Employee Self Service
- AI Copilot
- Data Import/Export
- Multi-State
- Approval Process Control
- Tax Compliance
- Access Controls/Permissions
- Time Tracking
- Customizable Reports
- Web-based Deployment
- Payroll Outsourcing
- Expense Claims
- Multi-Currency
- Corporate/Business
- Chatbot
- 1099 Preparation
- Auto Update
- Time & Attendance
- AI/Machine Learning
- Employee Onboarding
- Batch Processing
- Accounting
- For Accountants
- For CPA Firms
- Multi-Location
- Reporting/Analytics
- For Small Businesses
- Workflow Automation

**Additional Functionality**
- Data Synchronization
- Transaction Monitoring
- Purchasing & Receiving
- Contactless NFC
- Offline Access
- Electronic Signature
- PCI Compliance
- Credit Card Management
- Fraud Detection
- SSL Security
- Mobile Access
- Generative AI
- Returns Management
- Discount Management
- Reminders
- Barcode/Ticket Scanning
- Reporting & Statistics
- Recurring/Subscription Billing
- Compliance Management
- Transaction History
- Mobile Card Reader
- Sales Tax Management
- Customer Database
- Receipt Management
- Customizable Branding
- Invoice Management
- Cash Management
- Remote Access/Control
- Multi-Location
- Sales Trend Analysis
- CRM
- Gift Card Management
- Sales Reports
- AI Copilot
- Multiple Payment Options
- Loyalty Program
- Status Tracking
- Alerts/Notifications
- Activity Dashboard
- Expense Tracking
- Data Security
- Payment Links
- API
- Payment Fraud Prevention
- Payment Reconciliation
- Data Import/Export
- Search/Filter
- Real-Time Data
- Billing & Invoicing

**Mobile**
- Receipt Capture
- Mileage Tracking
- Travel Itinerary and Flight Status Updates
- Expense Tracking
- Real-Time Updates

**Reporting & Analytics**
- Financial Statements
- Custom Reporting
- Budgeting / Forecasting
- Dashboards
- Financial Reporting
- Activity Dashboard

**Platform**
- Embedded AI / Machine Learning
- Complex Approval Workflow
- Generative AI

**Mobile Time Tracking**
- Project Time Tracking
- Expense Tracking
- Progress Tracking
- Activity Tracking
- Time Tracking by Client
- Project Tracking
- Billable Items Tracking
- Attendance Tracking
- Vacation/Leave Tracking
- Project Time Tracking
- Leave Tracking
- Budget Tracking
- Online Time Tracking
- Offline Time Tracking
- Location Tracking

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Output Document Generation
- Mobile Access

**Administration**
- PCI Regulation Compliant

**Administration**
- Business Tool Integration
- Workflow
- Automated Reminders
- Policy Compliance Management
- User, Role, and Access Management
- Timesheet Management
- Payroll Management
- Employee Management
- Invoice Management
- Calendar Management
- Workflow Management
- Task Management
- Mobile Access
- Mobile Access
- Workflow Management
- Compliance Management

**Integration**
- Data Import and Export Tools
- Integration APIs
- Breadth of Partner Applications
- Collaboration Tools
- Third-Party Integrations
- Accounting Integration
- Third-Party Integrations

**Platform**
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support
- Offline
- Accounting Integration
- QuickBooks Integration
- Real-Time Reporting
- Third-Party Integrations
- Payroll Integration
- Accounting Integration

**Cash Flow**
- Track Cash Flow
- Income and Expenses
- File Exports

**Budgeting & Forecasting**
- Budgeting / Forecasting
- Data Import
- Versioning
- Historical Data

**Revenue**
- Revenue Types
- Revenue Allocation
- Scheduling

**Payroll**
- Direct Deposit
- Check/W-2 Printing
- Tax Calculation
- Reporting and Dashboards

**AI**
- Data Extraction
- Invoice Processing
- Expense Management
- Fraud Detection
- Tax Compliance
- Support Chatbots
- Bank Reconciliations
- Report Generation
- Customizable Alerts
- Predictive Analytics
- Receipt Management
- Workflow Management
- Payroll Management
- Sales Tax Management
- Audit Management
- Tax Management
- Fixed Asset Management
- Reporting/Analytics
- Order Management
- Sales Order Management
- Cash Flow Management
- Cash Management
- Real-Time Data
- Vendor Management
- Credit Card Processing
- Financial Consolidation & Close Management
- Transaction Management

**Mobile Applications - Accounting**
- Cloud Integration
- Notifications
- UI
- Offline
- Expense Tracking
- Invoice Management
- Compliance Management
- Inventory Tracking
- Inventory Management
- Financial Management
- Activity Tracking
- Document Management
- Compliance Tracking
- Notes Management

**Agentic AI - Accounting**
- Autonomous Task Execution

**Additional Functionality**
- Multi-Location
- Generative AI
- Accounts Payable
- Fund Accounting
- Quotes/Estimates
- Approval Process Control
- AI Copilot
- Chart of Accounts
- Project Accounting
- Encryption
- Accounts Receivable
- Recurring/Subscription Billing
- Billing & Invoicing
- Reminders
- Multi-Currency
- Access Controls/Permissions
- Income & Balance Sheet
- Data Security
- General Ledger
- Currency Conversion
- Customizable Templates
- Accounting
- Estimating
- Reporting & Statistics
- Financial Analysis
- Transaction History
- Expense Claims
- Document Storage
- SSL Security
- Categorization/Grouping
- Automatic Billing
- Purchasing & Receiving
- Customer Database
- For Distributors
- Bills of Material
- Financial Data Protection
- Inventory Control
- AI/Machine Learning
- Mobile App
- Client Portal
- For CPA Firms
- Remote Access/Control
- Cash Flow Analysis
- Performance Metrics
- Multi-Company
- For Small Businesses

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