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FreshBooks Features

What are the features of FreshBooks?

Platform

  • User, Role, and Access Management
  • Performance and Reliability

General Ledger

  • Journal Entries

Accounts Receivable

  • Invoice Customization
  • AR Automation
  • Collections Automation

Accounts Payable

  • AP Automation
  • Payment Processing

Other Functionality

  • Time and Expense

Reporting & Analytics

  • Financial Statements
  • Dashboards

Integration

  • Data Import and Export Tools

Cash Flow

  • Income and Expenses
  • File Exports

Revenue

  • Revenue Types

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Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

Filter for Features

Expense Reports

Ease of Creating Expense Reports

As reported in 100 FreshBooks reviews. Creation of expense reports takes little time and is intuitive for new users
86%
(Based on 100 reviews)

Bank / Credit Card Integration

Can easily pull in receipts from all credit card statements 94 reviewers of FreshBooks have provided feedback on this feature.
80%
(Based on 94 reviews)

Smart Categorization

As reported in 93 FreshBooks reviews. Automatically assigns categories/accounts based on past entries and credit card statements
76%
(Based on 93 reviews)

Digital Receipt Management

Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc. This feature was mentioned in 92 FreshBooks reviews.
81%
(Based on 92 reviews)

Employee Reimbursement

Based on 75 FreshBooks reviews. Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system
71%
(Based on 75 reviews)

Currency Conversions

Enables easy entry of expenses in other currencies and converts to expense report currency This feature was mentioned in 82 FreshBooks reviews.
72%
(Based on 82 reviews)

Credit Card Integration

Integrates with corporate or personal credit cards (import or bi-directional) This feature was mentioned in 84 FreshBooks reviews.
79%
(Based on 84 reviews)

Travel Management

Ease of Booking

Can book Flights, Hotels, and Rental cars directly from software. This feature was mentioned in 74 FreshBooks reviews.
69%
(Based on 74 reviews)

Itinerary Management

As reported in 71 FreshBooks reviews. Creates travel itineraries based on booking
65%
(Based on 71 reviews)

Trip Notifications

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. This feature was mentioned in 66 FreshBooks reviews.
61%
(Based on 66 reviews)

Advanced Integrations

Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. This feature was mentioned in 67 FreshBooks reviews.
66%
(Based on 67 reviews)

Time Tracking

Ease of Completing Timesheets

Timesheet entry takes little time and is intuitive for new users This feature was mentioned in 67 FreshBooks reviews.
89%
(Based on 67 reviews)

Tracking Time to Project/Task

Based on 72 FreshBooks reviews. Users can easily track time based on task or activity and assign to projects
90%
(Based on 72 reviews)

Billable Time Rate Management

Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. This feature was mentioned in 73 FreshBooks reviews.
89%
(Based on 73 reviews)

Client Invoicing

Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. 128 reviewers of FreshBooks have provided feedback on this feature.
90%
(Based on 128 reviews)

Electronic Payments

As reported in 112 FreshBooks reviews. Accepts electronic payments from clients
84%
(Based on 112 reviews)

Project Accounting / Revenue Recognition

As reported in 118 FreshBooks reviews. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
82%
(Based on 118 reviews)

Mobile

Receipt Capture

Based on 79 FreshBooks reviews. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
83%
(Based on 79 reviews)

Mileage TrackingView full feature definition

See feature definition
Allows users to track mileage from mobile device using maps or GPS. 76 reviewers of FreshBooks have provided feedback on this feature.
68%
(Based on 76 reviews)

Travel Itinerary and Flight Status Updates

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes This feature was mentioned in 68 FreshBooks reviews.
57%
(Based on 68 reviews)

Mobile Time Tracking

Time Tracking

Allows users to track and enter time spent on project tasks from mobile device. 73 reviewers of FreshBooks have provided feedback on this feature.
87%
(Based on 73 reviews)

Administration

Business Tool Integration

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems 100 reviewers of FreshBooks have provided feedback on this feature.
72%
(Based on 100 reviews)

Workflow

As reported in 101 FreshBooks reviews. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
77%
(Based on 101 reviews)

Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets This feature was mentioned in 108 FreshBooks reviews.
76%
(Based on 108 reviews)

Policy Compliance ManagementView full feature definition

See feature definition
Enables administrators to create rules that enforce compliances of corporate time and expense policies This feature was mentioned in 98 FreshBooks reviews.
72%
(Based on 98 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 106 reviewers of FreshBooks have provided feedback on this feature.
79%
(Based on 106 reviews)

Payroll Entry

Based on 14 FreshBooks reviews. Allows administrator to enter payroll for all employees based on salary or total hours worked.
86%
(Based on 14 reviews)

Direct Deposit

As reported in 14 FreshBooks reviews. Automatically deposits paychecks into employees' bank accounts.
94%
(Based on 14 reviews)

Expense Reimbursement

Allows administrator to reimburse employees for business-related purchases. This feature was mentioned in 10 FreshBooks reviews.
85%
(Based on 10 reviews)

Wage GarnishmentView full feature definition

See feature definition
Based on 12 FreshBooks reviews. Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.
79%
(Based on 12 reviews)

PCI Regulation Compliant

As reported in 58 FreshBooks reviews. Complies with PCI security standards
69%
(Based on 58 reviews)

Reporting & Analytics

As reported in 80 FreshBooks reviews. Reports and analytics created from payment data.
83%
(Based on 80 reviews)

E-commerce Integration

The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience. This feature was mentioned in 64 FreshBooks reviews.
68%
(Based on 64 reviews)

Processing Fees

Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate. 80 reviewers of FreshBooks have provided feedback on this feature.
67%
(Based on 80 reviews)

POS Integration

As reported in 60 FreshBooks reviews. The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.
70%
(Based on 60 reviews)

Omnichannel

As reported in 63 FreshBooks reviews. Process payments from multiple channels such as ACH, mobile, or e-commerce.
72%
(Based on 63 reviews)

Levels 1 & 2

Supports levels 1 and 2 for credit card payment processing. 64 reviewers of FreshBooks have provided feedback on this feature.
69%
(Based on 64 reviews)

Level 3

As reported in 64 FreshBooks reviews. Supports level 3 credit card processing which requires additional data for qualification.
70%
(Based on 64 reviews)

Platform

Reporting

Based on 120 FreshBooks reviews. Access pre-built and custom reports and dashboards.
83%
(Based on 120 reviews)

APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 93 FreshBooks reviews.
73%
(Based on 93 reviews)

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies. 90 reviewers of FreshBooks have provided feedback on this feature.
70%
(Based on 90 reviews)

Performance and Reliability

Based on 121 FreshBooks reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
90%
(Based on 121 reviews)

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices. 111 reviewers of FreshBooks have provided feedback on this feature.
84%
(Based on 111 reviews)

Offline

Based on 95 FreshBooks reviews. Provides users ability to create and access expense reports/timesheets while not connected to internet.
71%
(Based on 95 reviews)

Customization

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 159 FreshBooks reviews.
79%
(Based on 159 reviews)

Workflow Capability

As reported in 146 FreshBooks reviews. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
76%
(Based on 146 reviews)

User, Role, and Access Management

Based on 283 FreshBooks reviews and verified by the G2 Product R&D team. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.
84%
(Based on 283 reviews)

Internationalization

As reported in 132 FreshBooks reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
74%
(Based on 132 reviews)

Performance and Reliability

Based on 374 FreshBooks reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
91%
(Based on 374 reviews)

Output Document Generation

As reported in 149 FreshBooks reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
83%
(Based on 149 reviews)

Reporting and Dashboards

Based on 12 FreshBooks reviews. Access pre-built and custom reports and dashboards.
82%
(Based on 12 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 13 FreshBooks reviews.
86%
(Based on 13 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 11 FreshBooks reviews.
86%
(Based on 11 reviews)

Scalability

Allows administrator to easily add employees and grow payroll process as their company grows. This feature was mentioned in 12 FreshBooks reviews.
85%
(Based on 12 reviews)

Embedded AI / Machine Learning

Based on 58 FreshBooks reviews. Offers embedded AI/machine learning
61%
(Based on 58 reviews)

Complex Approval Workflow

As reported in 61 FreshBooks reviews. Provides workflow for complex approval structures
62%
(Based on 61 reviews)

Accounting integration

Provide integration with accounting software and ERP systems. 65 reviewers of FreshBooks have provided feedback on this feature.
75%
(Based on 65 reviews)

E-commerce Integration

Based on 62 FreshBooks reviews. Provide integration with B2B and B2C e-commerce platforms
70%
(Based on 62 reviews)

General Ledger

Journal Entries

Based on 228 FreshBooks reviews and verified by the G2 Product R&D team. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.
80%
(Based on 228 reviews)

Tags / Dimensions

Based on 223 FreshBooks reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.
78%
(Based on 223 reviews)

Audit Trail

Based on 219 FreshBooks reviews and verified by the G2 Product R&D team. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record
80%
(Based on 219 reviews)

Accounts Receivable

Invoice Customization

Based on 394 FreshBooks reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and you can add or remove fields.
87%
(Based on 394 reviews)

AR Automation

Based on 302 FreshBooks reviews and verified by the G2 Product R&D team. Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.
85%
(Based on 302 reviews)

Collections Automation

Based on 269 FreshBooks reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections
83%
(Based on 269 reviews)

Accounts Payable

AP Automation

Based on 266 FreshBooks reviews and verified by the G2 Product R&D team. Steamlines data entry by auto populating recurring or predefined vendor values
83%
(Based on 266 reviews)

Payment Processing

Based on 321 FreshBooks reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
87%
(Based on 321 reviews)

Purchase Orders

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process 137 reviewers of FreshBooks have provided feedback on this feature.
76%
(Based on 137 reviews)

Other Functionality

Inventory Tracking / Ordering

Based on 121 FreshBooks reviews. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
72%
(Based on 121 reviews)

Inventory ReportingView full feature definition

See feature definition
Based on 151 FreshBooks reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.
75%
(Based on 151 reviews)

Multi-Entity / Consolidation

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations This feature was mentioned in 124 FreshBooks reviews.
70%
(Based on 124 reviews)

Recognition Rules

Based on 128 FreshBooks reviews. Automates recognition of revenue and expenses by defining recognition rules.
73%
(Based on 128 reviews)

Reconciliations

Based on 139 FreshBooks reviews. Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.
75%
(Based on 139 reviews)

Payroll

Based on 149 FreshBooks reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll
76%
(Based on 149 reviews)

Time and Expense

Based on 309 FreshBooks reviews and verified by the G2 Product R&D team. Automated time and expense capture, tracking, approval, reimbursement and reporting
86%
(Based on 309 reviews)

Reporting & Analytics

Financial Statements

Based on 355 FreshBooks reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business
87%
(Based on 355 reviews)

Custom Reporting

Based on 194 FreshBooks reviews. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
81%
(Based on 194 reviews)

Budgeting / Forecasting

Based on 187 FreshBooks reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
76%
(Based on 187 reviews)

Dashboards

Based on 380 FreshBooks reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
88%
(Based on 380 reviews)

Integration

Data Import and Export Tools

Based on 265 FreshBooks reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
82%
(Based on 265 reviews)

Integration APIs

Based on 190 FreshBooks reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
80%
(Based on 190 reviews)

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 212 FreshBooks reviews.
76%
(Based on 212 reviews)

Accounting Integration

As reported in 12 FreshBooks reviews. Provides standard integration with third party accounting software.
82%
(Based on 12 reviews)

Accounting

Provide integration with accounting and financial management software This feature was mentioned in 129 FreshBooks reviews.
79%
(Based on 129 reviews)

Payments

Integrates with other payments software 131 reviewers of FreshBooks have provided feedback on this feature.
84%
(Based on 131 reviews)

ERP

As reported in 101 FreshBooks reviews. Deliver integrations with accounting modules of ERP systems
71%
(Based on 101 reviews)

Taxes

Tax Calculation

As reported in 15 FreshBooks reviews. Calculates taxes due and may include resources or tools for federal and state tax compliance.
82%
(Based on 15 reviews)

Tax Filing

Files payroll tax forms automatically for federal, state, and local taxes. 12 reviewers of FreshBooks have provided feedback on this feature.
79%
(Based on 12 reviews)

Automatic Tax Payment

Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government. 12 reviewers of FreshBooks have provided feedback on this feature.
81%
(Based on 12 reviews)

Payment Processing

Encryption

Built-in security to protect payment information in order to prevent fraud and hacking. This feature was mentioned in 75 FreshBooks reviews.
82%
(Based on 75 reviews)

Credit Card Processing

The ability to process credit card payments and receive approval or denial of funds from the customer's bank. This feature was mentioned in 82 FreshBooks reviews.
85%
(Based on 82 reviews)

Mobile Payments

The ability to process mobile payments from a mobile wallet or other mobile phone payment app. This feature was mentioned in 74 FreshBooks reviews.
82%
(Based on 74 reviews)

Digital Wallet Integration

The ability to process payments from a digital wallet service or other digital payment method. This feature was mentioned in 63 FreshBooks reviews.
74%
(Based on 63 reviews)

Cash Flow

Track Cash Flow

Based on 197 FreshBooks reviews and verified by the G2 Product R&D team. Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.
83%
(Based on 197 reviews)

Income and Expenses

Based on 283 FreshBooks reviews and verified by the G2 Product R&D team. Add one-time or recurring cash flow items and add line items for each payment or deposit.
89%
(Based on 283 reviews)

File Exports

Based on 240 FreshBooks reviews and verified by the G2 Product R&D team. Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
84%
(Based on 240 reviews)

Budgeting & Forecasting

Budgeting / Forecasting

Based on 187 FreshBooks reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
76%
(Based on 187 reviews)

Data Import

Based on 162 FreshBooks reviews and verified by the G2 Product R&D team. Import trial balance, monthly P&L, balance sheets, and other types of financial data
81%
(Based on 162 reviews)

Versioning

Based on 133 FreshBooks reviews and verified by the G2 Product R&D team. Keeps track of all versions of a budget and allows users to compare versions
76%
(Based on 133 reviews)

Historical Data

Based on 200 FreshBooks reviews and verified by the G2 Product R&D team. Forecasting is based on past transactions and historical financial or operational data
82%
(Based on 200 reviews)

Revenue

Revenue Types

Based on 224 FreshBooks reviews and verified by the G2 Product R&D team. Supports multiple types of revenues, such as recurring and transaction based
84%
(Based on 224 reviews)

Revenue Allocation

Based on 166 FreshBooks reviews and verified by the G2 Product R&D team. Allows users to allocate revenues to various business entities or departments
78%
(Based on 166 reviews)

Scheduling

Automatic scheduling to ensure that revenue is recognized at the proper time 160 reviewers of FreshBooks have provided feedback on this feature.
80%
(Based on 160 reviews)

Payment Options

Multi-Currency

Allows users to process payments in multiple currencies. 61 reviewers of FreshBooks have provided feedback on this feature.
73%
(Based on 61 reviews)

Online payment portalView full feature definition

See feature definition
Provides an online portal where customers can make payments. This feature was mentioned in 73 FreshBooks reviews.
84%
(Based on 73 reviews)

Security

POS Verification

Support cardholder verification methods for POS transactions. 60 reviewers of FreshBooks have provided feedback on this feature.
74%
(Based on 60 reviews)

Payroll

Direct Deposit

Based on 109 FreshBooks reviews and verified by the G2 Product R&D team. Automatically deposits paychecks into employees' bank accounts.
78%
(Based on 109 reviews)

Check/W-2 Printing

Based on 103 FreshBooks reviews and verified by the G2 Product R&D team. Allows administrators to print valid paychecks and W-2 forms.
73%
(Based on 103 reviews)

Tax Calculation

Based on 111 FreshBooks reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance.
77%
(Based on 111 reviews)

Reporting and Dashboards

Based on 121 FreshBooks reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.
83%
(Based on 121 reviews)

Bill Generation

Templates

As reported in 140 FreshBooks reviews. Provide standard invoice templates that can be customized by users
84%
(Based on 140 reviews)

Digital Billing

Ability to convert invoices to digital formats such as PDF 143 reviewers of FreshBooks have provided feedback on this feature.
85%
(Based on 143 reviews)

Recurring Billing

Based on 132 FreshBooks reviews. Automatically generates invoices at pre-defined time intervals
83%
(Based on 132 reviews)

Bill Processing

Consolidation

As reported in 125 FreshBooks reviews. Allow users to consolidate multiple invoices into one
75%
(Based on 125 reviews)

Batch Invoicing

Ability to create multiple types of invoices 122 reviewers of FreshBooks have provided feedback on this feature.
78%
(Based on 122 reviews)

Management

As reported in 124 FreshBooks reviews. Manage invoicing for different types of products or services
83%
(Based on 124 reviews)

AI

Data Extraction

As reported in 36 FreshBooks reviews. Uses AI to automatically input data from receipts, invoices, and other documents
77%
(Based on 36 reviews)

Invoice Processing

Uses AI to generates, send, and track invoices This feature was mentioned in 33 FreshBooks reviews.
73%
(Based on 33 reviews)

Expense Management

As reported in 33 FreshBooks reviews. Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns
77%
(Based on 33 reviews)

Fraud Detection

As reported in 34 FreshBooks reviews. Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time
74%
(Based on 34 reviews)

Tax Compliance

Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns This feature was mentioned in 33 FreshBooks reviews.
73%
(Based on 33 reviews)

Support Chatbots

Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports 35 reviewers of FreshBooks have provided feedback on this feature.
69%
(Based on 35 reviews)

Bank Reconciliations

Based on 42 FreshBooks reviews. Uses AI to match transactions recorded in the accounting system with those in bank statements
73%
(Based on 42 reviews)

Report Generation

Based on 37 FreshBooks reviews. Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business
75%
(Based on 37 reviews)

Customizable Alerts

Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances 39 reviewers of FreshBooks have provided feedback on this feature.
69%
(Based on 39 reviews)

Predictive Analytics

As reported in 35 FreshBooks reviews. Uses AI to analyze data to identify trends and make predictions
74%
(Based on 35 reviews)

Mobile Applications - Accounting

Cloud Integration

Enables synchronization of accounting data across devices in real-time

Not enough data

Notifications

Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines

Not enough data

UI

Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables

Not enough data

Offline

Allows users to view and update certain data without an internet connection

Not enough data

Expense Tracking

Allows users to capture and upload expense receipts directly from mobile devices

Not enough data

Invoice Management

Enables creation, editing, and sending of invoices

Not enough data