FreshBooks

Connect AI agents to FreshBooks for invoicing, payments, expenses, and project-based time tracking. Agents manage clients, invoices, estimates, expenses, vendors, bills, projects, and pull reports via OAuth2.

1 trigger 83 actions available

An order ships and the upstream system fires its order-shipped event

Agent reads the customer, amount, and line items

Agent checks for an existing FreshBooks client by email and verifies the project

Agent creates the invoice with the line items and project association

Agent calls Send Invoice to deliver it to the client

Finance notified with the invoice number, amount, and client

Out-of-policy discounts and credit-note creation routed to the controller

What This Integration Enables

Agents work across the full FreshBooks surface. They manage clients with find, get, create, update, and delete. They run invoices end-to-end with create, update, send, void, and delete plus get-invoice-PDF for archive and delivery. Estimates work the same way and include Convert Estimate to Invoice when a deal closes. Expenses, payments, items, taxes, and other-income actions cover the routine bookkeeping. The bills, bill-payments, and vendors actions cover accounts payable; the credit-notes actions cover refunds and adjustments; the recurring-invoices actions cover ongoing subscriptions. Projects and time-tracking actions support billable work with create, update, log-time, and rate management. Get Financial Report pulls profit-and-loss, tax summary, and aging on demand or on schedule. The single Record Created or Changed trigger covers downstream events; flows route on the record type and payload.

Without FlowRunner

Invoices created by hand A team member opens FreshBooks and re-enters details from each order

Payments matched manually Incoming payments are matched to invoices by reading the bank feed

Reports pulled by request Profit-and-loss and aging reports are exported when someone asks for them

With FlowRunner

Invoices created on the event Each completed order produces an invoice with the right client, items, and project

Payments recorded against the invoice Payment events from the processor record into FreshBooks with reference and method

Reports run on a schedule Profit-and-loss, tax-summary, and aging reports land where the team uses them

Use Case Scenarios

Order-to-Invoice for Billable Customers

An order ships in the upstream system. The agent calls Find Clients to locate the FreshBooks client by email, then Create Client if none exists. It calls Create Invoice with the order's line items and the right project, then Send Invoice to deliver it. The bookkeeping step that used to wait for a Friday batch happens as the order completes.

Payment Reconciliation with Stripe

A Stripe charge succeeds for a previously-invoiced customer. The agent reads the charge, finds the matching FreshBooks invoice with Find Invoices, and calls Record Payment with the amount, date, and payment-processor reference. Reconciliation runs as the payment lands instead of catching up at month-end.

Monthly Financial Report Distribution

On a schedule, the agent calls Get Financial Report for profit-and-loss and tax-summary for the previous month. It writes the report into a tracker, attaches the FreshBooks PDF link, and posts to the finance channel with the headline figures and a link. The report goes out without anyone running an export by hand.

Human-in-Loop Highlight

Money flowing in either direction is exactly where an agent should stop and ask. When a workflow is about to create a credit note, void an invoice, or write off an expense above a configured threshold, the agent does not execute on its own. It assembles the change request and routes to the controller via Slack: "Credit note for [client] of [amount] against invoice [number]. Reason and original invoice attached. Approve, modify, or hold?" The controller decides. On approval, the agent calls Create Credit Note or Void Invoice and records the decision with the approver's identity and timestamp. Routine invoicing and payment recording flow through; anything that reverses or adjusts a posted transaction gets a human in the loop.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

83 actions

Clients

Find Clients Searches and retrieves clients. Used as the first step in find-or-create logic on an inbound order.
Get Client Retrieves a single client. Used to pull client detail for downstream actions.
Create Client Creates a client record. Used in new-customer onboarding flows.
Update Client Updates a client. Used to keep contact and billing details current.
Delete Client Removes a client. Used in cleanup flows under guard.

Invoices

Find Invoices Searches and retrieves invoices. Used to match incoming payments to invoices.
Get Invoice Retrieves a single invoice. Used to read the line items and total before acting.
Create Invoice Creates an invoice record in FreshBooks. Used to generate invoices from orders or milestones.
Update Invoice Updates an invoice. Used to revise lines or notes before sending.
Send Invoice Sends an invoice to the client. Used to deliver after creation.
Delete Invoice Removes an invoice. Used in cleanup flows under guard.

Estimates

Find Estimates Searches and retrieves estimates. Used in deal-progress tracking.
Get Estimate Retrieves a single estimate. Used to pull line items.
Create Estimate Creates an estimate record in FreshBooks. Used in proposal flows.
Update Estimate Updates an estimate. Used to revise line items.
Send Estimate Sends an estimate to the client. Used to deliver a proposal.
Convert Estimate to Invoice Converts an accepted estimate to an invoice. Used when a deal closes.
Delete Estimate Removes an estimate. Used in cleanup flows.

Expenses

Find Expenses Searches and retrieves expenses. Used in reporting and categorization audits.
Get Expense Retrieves a single expense. Used to read detail before acting.
Create Expense Creates an expense record in FreshBooks. Used to log expenses from receipts or card data.
Update Expense Updates an expense. Used to revise category or amount.
Delete Expense Removes an expense. Used in cleanup flows.

Payments

Find Payments Searches and retrieves payments. Used in reconciliation flows.
Get Payment Retrieves a single payment. Used for audit context.
Record Payment Records a payment against an invoice. Used to reconcile from a payment processor.
Update Payment Updates a payment. Used to correct reference or method.
Delete Payment Removes a payment. Used in cleanup under guard.

Items and Services

Find Items Searches and retrieves items. Used in catalog flows.
Get Item Retrieves a single item.
Create Item Creates an item in the catalog.
Update Item Updates an item.
Delete Item Removes an item.
Find Services Searches and retrieves services.
Create Service Creates a service in the catalog. Used to standardize service-line billing.
Set Service Rate Sets the rate for a service. Used in rate updates.

Taxes and Other Income

Find Taxes Searches and retrieves taxes.
Create Tax Creates a tax. Used in tax-setup flows.
Update Tax Updates a tax.
Delete Tax Removes a tax.
Find Other Income Searches and retrieves other income.
Record Other Income Records other income. Used for non-invoice revenue.
Update Other Income Updates other-income records.
Delete Other Income Removes other-income records.

Tasks

Find Tasks Searches and retrieves tasks.
Create Task Creates a task in FreshBooks.
Update Task Updates a task.
Delete Task Removes a task.

Credit Notes

Find Credit Notes Searches and retrieves credit notes.
Get Credit Note Retrieves a single credit note.
Create Credit Note Creates a credit note. Used in refund flows under approval.
Update Credit Note Updates a credit note.
Delete Credit Note Removes a credit note.

Recurring Invoices

Find Recurring Invoices Searches and retrieves recurring invoices.
Get Recurring Invoice Retrieves a single recurring invoice.
Create Recurring Invoice Creates a recurring invoice. Used in subscription billing setup.
Update Recurring Invoice Updates a recurring invoice.
Delete Recurring Invoice Removes a recurring invoice.

Vendors and Bills

Find Vendors Searches and retrieves vendors.
Create Vendor Creates a vendor record in FreshBooks. Used in AP onboarding.
Update Vendor Updates a vendor.
Delete Vendor Removes a vendor.
Find Bills Searches and retrieves bills.
Get Bill Retrieves a single bill.
Create Bill Creates a bill in FreshBooks. Used in AP intake flows.
Update Bill Updates a bill.
Delete Bill Removes a bill.
Find Bill Payments Searches and retrieves bill payments.
Record Bill Payment Records a payment against a vendor bill.
Update Bill Payment Updates a bill payment.
Delete Bill Payment Removes a bill payment.

Projects and Time

Find Projects Searches and retrieves projects.
Get Project Retrieves a single project.
Create Project Creates a project in FreshBooks.
Update Project Updates a project.
Delete Project Removes a project.
Find Time Entries Searches and retrieves time entries.
Get Time Entry Retrieves a single time entry.
Log Time Logs time against a project. Used to feed billable time from external systems.
Update Time Entry Updates a time entry.
Delete Time Entry Removes a time entry.

Reports and Account

Get Financial Report Retrieves a profit-and-loss, tax-summary, or aging report. Used to drive scheduled financial reporting flows.
Get Account Info Retrieves account information. Used to confirm the connected account in a flow.

Triggers

1 triggers

Event Triggers

Record Created or Changed Fires when a record is created or changed in FreshBooks. Initiates flows that route on the record type (client, invoice, estimate, payment, expense) and react to the change.

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