FreshBooks is a web-based accounting solution that caters to small businesses. FreshBooks serves various industries, such as marketing, legal services and business consulting, trades and home services and information technology (IT).
Key features of FreshBooks include invoicing, expense tracking, time tracking, reporting and payments management. Users can brand their invoices, accept online payments and set auto payment reminders. Expenses can be tracked by attaching receipts to invoices, creating recurring expenses and taking snapshots of receipts.
Financial statuses can be viewed through profit and loss statements, tax summaries and expense reports. FreshBooks categorizes credit card transactions fees and provides a summary of all deposits on its dashboard. The system's time tracking module can extract unbilled project hours into invoices, record billable time and provide an analysis of time spent on projects.
FreshBooks can also be integrated with Paypal, MailChimp, Zenpayroll and Basecamp.
The biggest benefit we receive is how easy it is to send invoices and get paid online. Freshbooks makes this a lot easier than some of the other solutions we've tried over the years.
Freshbooks is a simple and straight-forward accounting solution. It's delivered with relatively small amount of standard accounting categories so you're not overwhelmed placing expenses into their proper buckets and adding new categories is quite easy.
Our business doesn't have a ton of complex expenses - and if yours does, Freshbooks might not be a good fit. What we love about Freshbooks is how straight-forward their invoicing system has been. It's easy to create recurring invoicing and it integrates with popular credit card processors to facilitate easy online payments.
Perhaps the attribute that has kept us with Freshbooks through the years is their customer service - it's amazing. Customer service has always been super friendly, easy to understand, and they always seen eager to help. This interest and willingness to be helpful goes a long way.
The only con we've experienced with Freshbooks is their limited subscription levels. We've exceed their standard top level package but we're not quite big enough to financially justify a custom/enterprise package. It seems Freshbooks is ideal for customers with a lot of recurring transactions - which, we have more individual transactions than recurring so this is part of our problem. Regardless, Freshbooks staff has always been quite helpful in offering up solutions to help us make the most of our subscription limits (500 active clients).
Wayne H. Especialidad: Consultoría de gestión Número de empleados: 13-50 empleados
Great experience, easy to use. Customers like quotes and invoices and I like the ability to create them off my mobile device quickly and easily.
Ease of use, mobile app, ability to have a ticketing system for customers, ability to have subs long hours in the system, ability to create professional looking quotes and invoices on the fly, integration to credit card and bank accounts to track and attach expenses to jobs.
Not perfect. May need a supplemental software to handle certain accounting functions, but that need has been decreasing as new features are introduced.
Usuario verificado Especialidad: Diseño gráfico Número de empleados: Trabajador autónomo
Overall, the program is very strong and other than those few things I stated above, it was great. If you are not a freelancer, I think it may work out great for you.
I like how easy it is to use. It didn't take long to get up and running with it. I love all the reporting options.
I don't like how you pay based on how many clients you have (this is ultimately why I left them for another program). For freelancers, this is awful since we can rack up lots of clients that we may only work with once or twice. I mean, who has time to "make sure I don't go over 50 active clients"??? Also, a BIG miss was not having integrated e-sign contracts available. Most other competing products have this option already built-in at a similar or cheaper price point.
Andreas L. Especialidad: Telecomunicaciones Número de empleados: Trabajador autónomo
Able to run and invoice quickly. Add the strong integration that it has with Freshdesk for ticketing and my time tracking - it has allowed me to better streamline my operations.
Tracking and customer portal that is fully labeled as your own... this is a feature most competitors do not have. Know when your customers have viewed your invoices and even printed them! Slick mobile app
Pricing has gone up vis a vis other comparable competitors. Ticketing is very basic. One issue that could have been done better is that this is more of a quoting system and not proposal based. So making fancier proposals you are best off using another platform.
Kent K. Número de empleados: Trabajador autónomo
This is a review of Freshbooks Classic. They have just come out with a new version that I am not using due to a lack of addins at this early stage.
I use Freshbooks to invoice my customers for the time and materials I spend on their products. I have recurring invoices that automatically bill my customers on the first of the month for their monthly recurring services and any labor I may have spent on their project for for support.
Freshbooks definitely makes the invoicing process simple and easy. I don't have to worry about manually creating invoices each month. A big time saver. It also provides several different ways for the customer to pay their invoice including credit card and PayPal (PayPal is not an option in the new version of Freshbooks).
But Freshbooks doesn't make the time tracking simple. Since most of my charges are based off time spent working on customer products, I need a powerful Timer tool. Freshbooks does not supply that tool. They have a very rudimentary tool that is browser based. You click start, select your Project and Task, then press stop when completed. Life isn't that simple.
I may be working for one client when another calls on the phone. I would have to stop the existing timer, select a new project/task, start the timer again, then after stopping it, go through the whole process again to go back my original task. Awful.
Instead I had to purchase a desktop based tool called Chronomate that is so much more powerful. It even knows when I've stepped away from desk and forgot to stop the timer. It also uploads to Freshbooks so I don't have to manage anything. Bliss. Of course the developer isn't maintaining it anymore so it doesn't work with the new version of Freshbooks. Crud.
Because of the lack of a decent time tracking tool I won't be updating to the new version of Freshbooks anytime soon.
Very easy to invoice.
Time tracking methods/tool are totally lacking.
Respuesta: FreshBooks 3/5/2017
Tim from FreshBooks here, thanks for taking the time to leave us a detailed review. I'm happy to hear that you're enjoying using the auto-bill, recurring invoicing aspect of the software!
I definitely hear you when it comes to the lacking experience for time tracking. I'm not too sure if you've tried the new FreshBooks yet, but we did improve upon time tracking section so that you'll only need to enter in your client to track time (no more entering all sorts of information!), we also display the last five timer you've used on the page so that you can switch between them quickly.
That said, the new FreshBooks' time tracker isn't as smart as Chronomate, but we hope we'll continue to build on it to make it work for you, as well as including more add-ons that will work with it.
Thanks again, Kent! If you have any additional questions or comments, feel free to reach out to our support team at 1-866-303-6061 between 8am - 8pm eastern time.