Ask ChatGPT about your business
and get real answers

Connect your FreshBooks account to ChatGPT and ask plain-language questions about your invoices, expenses, and cash flow. Answers come from your data—no guesswork.

Connect in ChatGPT Try FreshBooks Free

Free add-on. Read-only. Disconnect at any time from your ChatGPT settings.

How it works

The FreshBooks Plugin links your FreshBooks account to ChatGPT so ChatGPT can see what’s happening in your business and answer questions about it. You ask in plain language, and ChatGPT pulls answers from your invoices, expenses, reports, and more.

The FreshBooks Plugin is read-only. ChatGPT can look at your data, but can't make changes to your account. We started here so you can see what AI does with your numbers before it does anything to them.

What you can do:

Ask plain-language questions about your business

Create summaries and reports without opening FreshBooks

Get a quick pulse on your cash, clients, or expense categories

Why connect FreshBooks to ChatGPT?

Real answers from real data

Get answers based on your actual FreshBooks data—not generic advice or template responses. ChatGPT pulls from your invoices, expenses, cash flow and more, so the answers reflect your full picture.

You decide what to act on

ChatGPT helps you spot patterns and opportunities, but you're always in control. ChatGPT shares what it finds—you choose what to do with it.

Less time on admin, more time on your work

No more exporting reports and digging through spreadsheets to get the information you need. Ask a question in plain language and get an answer in seconds—every minute you're not hunting for a number is a minute back for the work that pays you.

How ChatGPT can help you master your finances

Whether you want a quick answer between meetings or a deeper look at your numbers, here are some ways to put the plugin to work.

Managing your day-to-day

Prompts to try

"How many unpaid invoices do I have right now, and when did I last send reminders?"

"How much work have I done for this client this year? When did I last bill them?"

level up

Add instructions to your ChatGPT profile so ChatGPT gives you answers the way you prefer—tables, bullet points, or summaries. Try: "When I ask about FreshBooks or business data, organize the answers using bullet points."

How to connect in minutes

Connecting your FreshBooks account to ChatGPT is simple. Here’s what to do:

Step 1

Step 2

Go to the Plugins Directory and search for "FreshBooks."

Step 3

Select the + button.

Step 4

Choose your authorization settings. Read-only access is what’s available today, but selecting write access now means you won't need to reconnect later.

Connect in ChatGPT

New to FreshBooks? Start a free 30-day trial.

Tips to get the most out of the plugin

See more tips and the full prompt library in our support article.

Be specific in your prompts.

The more detail you give, the better the answer. "What's my cash flow?" is fine, but "What's my cash flow for September compared to August?" will give you a clearer answer.

Connect in ChatGPT