Connect FreshBooks and your agent reads your invoices and clients, chases what's overdue, and creates records. Your books stay current while you do the work that matters.
When a project wraps, generate the invoice from the tracked time and send it.
Gumdrop
APP
9:19 AM
The project wrapped, so I generated the invoice from the tracked time, itemized by task, and sent it to the client with a due date, so you get paid without the admin.
James
9:24 AM
Perfect.
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billing
Josh
8:31 AM
Every Monday, tell me what's outstanding and who's overdue.
Rio
APP
8:32 AM
Here's what's outstanding: 5 invoices unpaid and 2 clients overdue. I drafted a friendly reminder for each overdue one, ready for you to send.
Josh
8:38 AM
On it.
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finance
Vento
9:00 AM
Summarize what I billed this month versus last.
Briar
APP
9:02 AM
You billed more this month than last, driven by two larger projects. I laid out the month over month comparison so you can see exactly what changed.
Vento
9:05 AM
That's clear, thanks.
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