G2

Phil J.

Product and Growth Lead

Computer Software

Mid-Market (51-1000 emp.)

7/1/2026

"A great balance between invoicing, project tracking, and profitability"

5/5

What do you like best about FreshBooks?

I don't need to spend days figuring out how FreshBooks works. Within the first afternoon, I'm already creating estimates, turning them into invoices, and setting up recurring billing. Even people on our team who usually stay away from finance software get comfortable with it pretty quickly, and I think that says a lot about the user experience. Everything feels well organized, and I rarely waste time looking for a feature. One thing I end up appreciating more than I expected is the support team. We run into a situation where we aren't sure how to organize a few recurring projects, so I open a ticket expecting the usual link to a help article. Instead, the person who replies understands exactly what we're trying to do and suggests a much cleaner way to structure our clients, projects, and invoices. That kind of support makes a real difference. Review collected by and hosted on G2.com.

What do you dislike about FreshBooks?

FreshBooks isn't trying to be an advanced financial analytics platform, and honestly, I don't think that's the goal. It focuses on helping me keep the business organized, stay on top of invoicing, and understand where my time and money are going without making everything more complicated than it needs to be. Review collected by and hosted on G2.com.

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

One thing that really sticks with me happens during a planning meeting. Everyone is convinced that one of our services is the biggest driver of the business. It brings in good revenue, clients ask for it all the time, and the sales team is always pushing it. Before deciding to invest even more time into it, I start looking through FreshBooks and compare revenue, tracked hours, expenses, and how quickly clients actually pay. The numbers tell a completely different story. It's one of the highest-grossing services, but it's also the one taking the most time and generating the most work that never makes it into the invoice. Meanwhile, another service that gets far less attention is bringing in better margins while taking a fraction of the effort. That changes the whole conversation. Instead of making decisions based on what we think is working, we're looking at numbers everyone can understand. That's probably the moment when FreshBooks proves the most value to me. Review collected by and hosted on G2.com.