freshbooks.com

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About Freshbooks

FreshBooks is a cloud-based accounting platform targeting freelancers, self-employed professionals, and small business owners. It covers invoicing, expense tracking, time tracking, project management, and payment acceptance in one interface. Plans scale from solo users to larger teams, with add-ons for payroll, and integrations with Stripe, PayPal, and major banks. Payment processing is built in at 2.9% + $0.30 per card transaction.

AI Agent Use Cases

- Unlimited customizable invoices with online payment acceptance

- Expense tracking with receipt capture and bank reconciliation

- Time tracking and project-based billing

- Automated recurring invoices and client retainers

- Financial reports (P&L, tax summaries, balance sheet)

- Payroll add-on and 100+ third-party integrations

Available Actions

These are the specific actions that AI agents can perform with this tool

Create Client

12 inputs

Create a new client in the FreshBooks account.

Inputs

AccountId

The account ID where the client will be added.

Fname

First name of the client.

Lname

Last name of the client.

Email address of the client.

Organization

Organization name for the client.

P_Street

Street address of the client.

P_City

City of the client's address.

P_Country

Country of the client's address.

P_Province

Province of the client's address.

P_Code

Postal code of the client's address.

Currency_Code

Currency code for the client transactions.

Language

Language preference for the client.

Delete Item

2 inputs

Deletes an item by setting its status to deleted, ensuring it is not visible or usable in most contexts.

Inputs

Item Id

The unique identifier for the item to be deleted.

Account Id

The account identifier under which the item exists.

List Clients

1 input

Retrieves a list of clients from FreshBooks

Inputs

accountId

The unique identifier for the FreshBooks account

List Clients

1 input

Retrieves a list of clients

Inputs

accountId

The unique identifier for the account

Update Item

3 inputs

Updates an existing item in the FreshBooks system.

Inputs

accountId

The account ID associated with the FreshBooks account.

itemId

The ID of the item to be updated.

itemData

A dictionary of the item fields with their updated values.