Say hello to effortlessly organised books

Grow your business by tracking loans, new assets, and unique income and expense categories. Create insightful reports to see where your business stands and plan for the future.

See where you stand without having to loop in your accountant. With FreshBooks, you can confidently stay on top of the health of your business, make choices based on insights, and understand the costs of running your business—all at a glance. Create accounting reports and use the accounting tools in FreshBooks so you always know the costs of running your business.

Invite your accountant and their team of up to 10 accountant team members to your FreshBooks account with just a few clicks. Your accountant will be able to update your Journal Entries and Chart of Accounts. Plus, they can run reports, file taxes, and help you make smart business decisions. All for no extra cost.

Whether it’s tax time or you need to make financial decisions, working with your accountant is easy.

Bank Reconciliation compares your books with imported bank transactions and highlights discrepancies that need fixing. Plus, you can generate a summary report and export it to Excel in one click.

Bank Connections are powered by Plaid, through FreshBooks as their agent.

Keep bills organised so you know where you stand with vendors. Upload an image of your bills, email bills to your account, and import expenses directly from your bank account. Then, run reports like Profit & Loss, Cash Flow Statement, and Accounts Payable Aging to see what’s coming in, outstanding bills, and how much sales tax you’ve paid.

Learn more about capturing expenses

Have you ever needed to refund a client for a transaction? Or wanted to reward a loyal customer with a discount? With the Credits feature, you can track prepayments, overpayments, and credit notes, and easily apply them to future invoices–all without making a mental note to add them!