FreshBooks
Cloud-based accounting and invoicing platform for small businesses that helps manage invoices, expenses, payments, time tracking, and financial reporting.
- Accounting & Bookkeeping
Cloud-based accounting and invoicing platform for small businesses that helps manage invoices, expenses, payments, time tracking, and financial reporting.
What Adopt agents can do with FreshBooks
- Read invoices, expenses, and payment records
- Create and send client invoices
- Track outstanding balances and overdue accounts
- Export income and expense summaries for the close
Why finance teams connect FreshBooks
Adopt agents read from and write to FreshBooks over a governed connection, so close, reconciliation, and reporting work runs across FreshBooks and the rest of your finance stack without manual exports or swivel-chair data entry.
What you can do
Read invoices, expenses, and payment records
Create and send client invoices
Track outstanding balances and overdue accounts
Export income and expense summaries for the close
