FinanceAI teammates for FreshBooks
Keep invoices, expenses, and client billing ready for review.
Your Mate
Your result
The request
List overdue invoices and what each client owes
Result and follow-up
Review the work with your Mate.
More work to hand off
- Compare spending by category before a budget review
- Draft recurring client invoices from completed project milestones
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
How approvals work
In Safe mode, your Mate can use connected FreshBooks tools without asking each time. Payments, refunds, and other financial actions still need your approval.
Connecting FreshBooks
- Connection
- Sign in with your account
- Setup
- About 10 minutes
QuickBooks
Stripe
Slack
Google Sheets