--- title: "FreshBooks Integration" description: "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." url: https://flowrunner.ai/integrations/freshbooks date_modified: 2026-08-01T02:40:32-07:00 --- # FreshBooks [Accounting](https://flowrunner.ai/integrations/category/finance-accounting) 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. [Verified](https://flowrunner.ai/integrations/verified "What does verified mean?") · 1 trigger · 83 actions · OAuth · available [FreshBooks website](https://freshbooks.com/) · [Platform Documentation](https://www.freshbooks.com/api/start) · Capability data verified 2026-08-12 1. An order ships and the upstream system fires its order-shipped event 2. Agent reads the customer, amount, and line items 3. Agent checks for an existing FreshBooks client by email and verifies the project 4. Agent creates the invoice with the line items and project association 5. Agent calls Send Invoice to deliver it to the client 6. Finance notified with the invoice number, amount, and client 7. 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 5 - **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 6 - **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 7 - **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 5 - **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 5 - **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 8 - **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 8 - **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 4 - **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 5 - **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 5 - **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 13 - **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 10 - **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 2 - **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 1 - **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. ## Frequently Asked Questions ### What can FlowRunner do with FreshBooks? FlowRunner agents can run Find Clients, Get Client, and Create Client in FreshBooks, plus 80 more actions. ### Does connecting FreshBooks to FlowRunner require OAuth? Yes. FreshBooks connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials. ### Can FreshBooks trigger a FlowRunner workflow automatically? Yes. FreshBooks supports 1 trigger that can start a FlowRunner workflow automatically. **Work at FreshBooks?** This integration exposes FreshBooks to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/freshbooks. Site index: https://flowrunner.ai/llms.txt