# FreshBooks Software 2026: Features, Integrations, Pros & Cons | Capterra

> Capterra's in-depth exploration of FreshBooks Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of FreshBooks Software pricing, features, integrations, and potential alternatives.

Source: https://www.capterra.com/p/142390/FreshBooks

---

# 

 FreshBooks Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 4, 2025

Written byAlejandra Aranda

Alejandra Aranda

Content Analyst

Alejandra Aranda is an analyst and writer with more than five years of experience covering marketing and technology trends across various industries. Her pieces are designed to help small and midsize businesses navigate the digital landscape a...

[See bio & all articles](https://www.capterra.com/resources/author/alejandra-aranda/)

Content Analyst

Edited byLindsay Page

Lindsay Page

Editor

Lindsay Page has been an editor at Capterra for three years. She specializes in editing data-driven research and tech trends reports for small and midsize businesses. She has more than a decade of experience writing and editing for a variety o...

[See bio & all articles](https://www.capterra.com/resources/author/lindsay-page/)

Editor

Written by [Alejandra Aranda](https://www.capterra.com/resources/author/alejandra-aranda/)

Content Analyst

Alejandra Aranda is an analyst and writer with more than five years of experience covering marketing and technology trends across various industries. Her pieces are designed to help small and midsize businesses navigate the digital landscape and implement effective marketing strategies.

Edited by [Lindsay Page](https://www.capterra.com/resources/author/lindsay-page/)

Editor

Lindsay Page has been an editor at Capterra for three years. She specializes in editing data-driven research and tech trends reports for small and midsize businesses. She has more than a decade of experience writing and editing for a variety of industries, with expertise in cybersecurity, corporate and securities regulation, and finance. She has been a writer, editor, senior editor, and associate director.

Independent research methodology

Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)

[Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

FreshBooks

FreshBooks Overview:

### Key takeaways

Insights from verified Capterra reviews

FreshBooks is built for small businesses that need fast, reliable invoicing and expense tracking. It’s most used by marketing and IT services teams logging billable hours. Users highlight its automation and financial clarity, though pricing and customization limits are common drawbacks. Recent updates such as financial lock and audit logs improve control and compliance.

### Our verdict

FreshBooks is a practical choice for small businesses that prioritize invoicing, time tracking, and expense management in one place. While it simplifies daily financial tasks, buyers should weigh the cost of add-ons and the limited flexibility in areas such as tax handling and multi-currency support before committing.

Top alternative

Featured

Overall rating

Based on 4,510 user reviews

Reviews sentiment

Positive

92%

Neutral

6%

Negative

2%

Pros & cons

Intuitive onboarding and navigation

Modern, accessible interface design

Cost concerns for teams

Recurring technical disruptions

Starting price

$21

Flat Rate, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for FreshBooks?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.freshbooks.com&name=FreshBooks)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### FreshBooks

4.5 (4,510)

VS.

[4.4 (3,282)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting Price

$21

Flat Rate, Per Month

Starting Price

$25

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (4,437)

Ease Of Use

4.4 (7,643)

Value For Money

4.3 (3,822)

Value For Money

4.2 (6,557)

Customer Service

4.4 (3,791)

Customer Service

4.0 (6,261)

## FreshBooks alternatives

FreshBooks may not suit every business—especially those needing deeper customization, broader integrations, or more flexible pricing—so exploring other accounts payable tools can help you find a better fit for your workflow and financial priorities.

[4.6 (1,427)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.2 (2,007)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

[4.3 (8,409)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

Starting price

$38.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/)

[View all alternatives](https://www.capterra.com/p/142390/FreshBooks/alternatives/)

## Who uses FreshBooks?

Based on Capterra reviews from the past 2 years

Talk to a software expert

to get a free software list  
tailored to your business needs

## Pros and Cons

Intuitive onboarding and navigation

95% positive reviews out of 945

Most reviewers describe ease of use as intuitive, requiring minimal training and enabling quick employee onboarding.

Cost concerns for teams

41% negative reviews out of 636

Some reviewers describe pricing as expensive for larger teams, with additional fees for users and limited lower-tier options.

Gauravi M

Learning Designer, 51 - 200 employees.

"Pricing structure can become expensive eventually for our team as the number of users in a team grows."

Modern, accessible interface design

91% positive reviews out of 423

Most reviewers find user interface visually appealing, easy to navigate, and adaptable for users with limited accounting experience.

Recurring technical disruptions

50% negative reviews out of 250

Some reviewers indicate bugs and issues cause crashes, slowdowns, and interruptions, impacting reliability and daily workflow.

Vishwas N

Desinger, 11 - 50 employees.

"its have some bug in some options and some lagging issue"

Efficient automation and workflows

93% positive reviews out of 115

Most users report time saving through automation, rapid data entry, and streamlined processes that reduce manual tasks.

Robin C

Co-Founder, 2 - 10 employees.

"The integrations save me a lot of time by allowing me to automate a lot of functions which would other boys have been done manually and would've required reminders et cetera."

Limited bank account integration

44% negative reviews out of 224

Some users report bank accounts lack reconciliation, frequent syncing errors, and restricted connectivity with international banks.

Timothy E

Owner, 1 employee.

"The weirdest thing is an accounting program that wont show you a bank register. How can you SEE what is going on without a register."

## FreshBooks's interface

FreshBooks offers a clean, structured dashboard that simplifies navigation for billing and expense tasks. Users highlight its visual clarity and ease of use, though some report friction with customization limits and slower performance in newer versions.

2+

Alejandra Aranda

Content Analyst

You’ll move quickly through FreshBooks thanks to its organized layout and direct invoice workflows. However, expect occasional slowdowns and limited flexibility when customizing reports or managing taxes, especially if you rely on detailed financial tracking.

Ease of Use

4.5 (4,437)

4.5

Based on 4,437 reviews

## Key features

View by:

These features have been rated as most important by users based on their reviews.

View by:

Get Advice

We can help you find the software with the features you need.

Alejandra Aranda

Content Analyst

FreshBooks’ top-rated features work together to simplify billing and financial oversight, helping you stay organized, automate recurring tasks, and maintain visibility across projects without needing deep accounting expertise.

Features

4.3 (4,289)

4.3

Based on 4,289 reviews

The FreshBooks features below were rated the highest by our reviewers. Our commentary is based on reviewer sentiment and collective feedback from reviews published in the past two years.

Financial management

4.5 (57)

57 reviewers rated this feature

Tracks income, expenses, and profits through a centralized dashboard. Enables cash flow monitoring and accurate recordkeeping for each project or client. Especially useful for service-based businesses managing labor and material costs.

Invoice creation

4.5 (268)

268 reviewers rated this feature

Creates professional invoices quickly using customizable templates and automation. Supports duplication, editing, and sending from both desktop and mobile. Recurring billing and time tracking integration reduce manual work.

Time tracking

4.5 (47)

47 reviewers rated this feature

Allocates time to projects for accurate billing and invoicing. Helps users stay organized and improves workflow speed. Especially valued by teams managing hourly work or needing visibility into daily tasks.

Recurring/subscription billing

4.5 (61)

61 reviewers rated this feature

Automates invoice generation for ongoing services or memberships. Reduces missed payments and manual effort. Setup is straightforward, though some users report issues with saving changes and notification limitations.

Billing and invoicing

4.5 (503)

503 reviewers rated this feature

Combines branded templates, payment reminders, and online payment options. Tracks invoice status and integrates with time and expense tools. Mobile access and client portal add convenience, though some users note reliability issues in newer versions.

Invoice management

4.5 (55)

55 reviewers rated this feature

Simplifies tracking of overdue, paid, and viewed invoices. Automates late payment reminders and supports online payments. Offers accessible tools for tax tracking and transaction records, though VAT handling could improve.

Project profitability

0 reviewers rated this feature

Track income and expenses at the project level to assess financial performance. Helps identify which projects are profitable and where costs may be exceeding expectations.

Accounts payable

0 reviewers rated this feature

Organize bills, monitor due dates, and manage outgoing payments. Enables better cash flow control and reduces the risk of missed or late payments.

Automatic bill receipt data capture

0 reviewers rated this feature

Extracts key details from uploaded bills and receipts, reducing manual entry. Improves accuracy and speeds up expense tracking.

Access to lower credit card transaction fees

0 reviewers rated this feature

Eligible users can benefit from reduced processing rates, helping cut costs on client payments and improve margins.

Manual bank account creation for reconciliation

0 reviewers rated this feature

Lets users manually add bank accounts to FreshBooks for reconciliation, improving flexibility for businesses with non-standard banking setups. (Released Q4 2024)

Audit log report

0 reviewers rated this feature

Tracks all account activity, including changes to invoices, expenses, and settings. Helps businesses maintain transparency and meet compliance needs. (Released Q1 2025)

Financial lock

0 reviewers rated this feature

Prevents edits to finalized accounting periods, ensuring data integrity and audit readiness. Especially useful during tax season or financial reviews. (Released Q1 2025)

Multi-page

0 reviewers rated this feature

PDF attachments on invoices and proposals Allows users to attach full-length documents to client-facing communications, improving clarity and professionalism. (Released Q2 2025)

All key features (131)

Eligible users can benefit from reduced processing rates, helping cut costs on client payments and improve margins.

0 reviewers rated this feature

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

50.94% of 106 reviewers that rated this feature as important or highly important

Integrate with a third-party accounting system

64.38% of 73 reviewers that rated this feature as important or highly important

Track money owed to a company's creditors/suppliers

56.52% of 46 reviewers that rated this feature as important or highly important

Organize bills, monitor due dates, and manage outgoing payments. Enables better cash flow control and reduces the risk of missed or late payments.

0 reviewers rated this feature

Track outstanding invoices and the money owed from clients

54.59% of 218 reviewers that rated this feature as important or highly important

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

60.00% of 10 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

57.14% of 63 reviewers that rated this feature as important or highly important

Track and document all activities across devices, networks, and other systems

36.36% of 11 reviewers that rated this feature as important or highly important

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

50.00% of 2 reviewers that rated this feature as important or highly important

Track the attendance of specific individuals or groups

40.00% of 5 reviewers that rated this feature as important or highly important

Tracks all account activity, including changes to invoices, expenses, and settings. Helps businesses maintain transparency and meet compliance needs. (Released Q1 2025)

0 reviewers rated this feature

Extracts key details from uploaded bills and receipts, reducing manual entry. Improves accuracy and speeds up expense tracking.

0 reviewers rated this feature

Setup and send recurring or automated bills

48.00% of 50 reviewers that rated this feature as important or highly important

Automate recording of time to reduce human error

54.55% of 11 reviewers that rated this feature as important or highly important

Compare and match accounting/financial records with corresponding bank statements

51.75% of 371 reviewers that rated this feature as important or highly important

Track billable hours and/or non-billable expenses for work performed

55.17% of 29 reviewers that rated this feature as important or highly important

Track the list of items required to be billed/invoiced to clients

0% of 0 reviewers...

It helps you manage billing and invoicing with customizable templates, recurring billing, and payment reminders. Reviewers indicate it’s user-friendly, saves time, and supports online payments, though some mention the new version is slower and less intuitive than before.

58.15% of 509 reviewers that rated this feature as important or highly important

Combines branded templates, payment reminders, and online payment options. Tracks invoice status and integrates with time and expense tools. Mobile access and client portal add convenience, though some users note reliability issues in newer versions.

503 reviewers rated this feature

Gateway through which end users can view past bills and pay current invoices

49.32% of 73 reviewers that rated this feature as important or highly important

Setting up the amount/charge for per hour of work by a company or professional

0% of 0 reviewers...

A financial statement that lists a company's accounts and details the account type and balance

0.00% of 1 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

70.73% of 41 reviewers that rated this feature as important or highly important

Private online space that lets businesses securely share documents and provide information access to clients

72.73% of 11 reviewers that rated this feature as important or highly important

Provides a channel for team members to share media files, communicate, and work together

50.00% of 4 reviewers that rated this feature as important or highly important

Manage and track all internal and external communication conducted via calls, email, text, or chat

0% of 0 reviewers...

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

55.88% of 34 reviewers that rated this feature as important or highly important

Collection of data related to the costs associated with various items, products, services, or activities

0% of 0 reviewers...

Forecast the cost and resources required to complete a project

0% of 0 reviewers...

Accept and process credit card transactions

67.86% of 28 reviewers that rated this feature as important or highly important

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

0% of 0 reviewers...

Record customer information, purchase history, and other notes

0% of 0 reviewers...

Reports that show customers their invoices, payments, and balance on the account

0.00% of 2 reviewers that rated this feature as important or highly important

Add customized logos and colors to align with company branding

50.00% of 2 reviewers that rated this feature as important or highly important

Invoices that can be tailored according to company's branding, payment terms and personalized information

54.37% of 103 reviewers that rated this feature as important or highly important

Pre-designed layouts that can be customized to match preferences and requirements

66.67% of 3 reviewers that rated this feature as important or highly important

Protect sensitive data for digital privacy

0% of 0 reviewers...

Graphical representation of data

0.00% of 1 reviewers that rated this feature as important or highly important

Buyer isn't billed until the period is up without any interest charges

57.14% of 7 reviewers that rated this feature as important or highly important

Digitally deposit correct payroll amounts into individual employee's bank accounts

0.00% of 1 reviewers that rated this feature as important or highly important

Track products that are for sale at a reduced price or part of coupon promotions

100.00% of 2 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

50.00% of 10 reviewers that rated this feature as important or highly important

Electronically collect payments for goods or services

47.22% of 36 reviewers that rated this feature as important or highly important

Manage, store and organize emails within the system or via third-party apps

60.00% of 5 reviewers that rated this feature as important or highly important

Reminders sent via email

0% of 0 reviewers...

Electronic storage of staff/employee contact information and job status in a centralized repository

0% of 0 reviewers...

Track employee schedules, availability, and performance across projects and tasks

0% of 0 reviewers...

Centralized storage for employee data, records, and performance metrics

0% of 0 reviewers...

Estimate expected cost based on various factors before a project begins

45.07% of 71 reviewers that rated this feature as important or highly important

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

52.94% of 51 reviewers that rated this feature as important or highly important

FreshBooks lets you easily record, categorize, and report expenses, with options to upload receipts and sync bank accounts. Some users say it’s intuitive and helpful for budgeting and taxes, though a few mention issues with bank connections and categorization.

56.06% of 355 reviewers that rated this feature as important or highly important

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

27.27% of 11 reviewers that rated this feature as important or highly important

Prevents edits to finalized accounting periods, ensuring data integrity and audit readiness. Especially useful during tax season or financial reviews. (Released Q1 2025)

0 reviewers rated this feature

Plan, manage, and track the financial activities of an individual or organization

53.97% of 63 reviewers that rated this feature as important or highly important

Tracks income, expenses, and profits through a centralized dashboard. Enables cash flow monitoring and accurate recordkeeping for each project or client. Especially useful for service-based businesses managing labor and material costs.

57 reviewers rated this feature

Generate reports to assess the financial performance of an organization

54.57% of 405 reviewers that rated this feature as important or highly important

Primarily serving architecture, engineering, and construction industry professionals

75.00% of 4 reviewers that rated this feature as important or highly important

Designed for small businesses

76.92% of 13 reviewers that rated this feature as important or highly important

Centralized accounting record which tracks all financial transactions

47.78% of 383 reviewers that rated this feature as important or highly important

Business model that charges based on the amount of time spent on an hourly basis

0% of 0 reviewers...

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

58.50% of 147 reviewers that rated this feature as important or highly important

Track and manage inventory levels to maintain proper supply

100.00% of 2 reviewers that rated this feature as important or highly important

With this capability, you can generate professional, customizable invoices quickly. Reviewers appreciate how easy it is to automate recurring invoices, use templates, and send invoices from anywhere, noting that it streamlines their workflow and reduces errors compared to manual methods.

67.04% of 267 reviewers that rated this feature as important or highly important

Creates professional invoices quickly using customizable templates and automation. Supports duplication, editing, and sending from both desktop and mobile. Recurring billing and time tracking integration reduce manual work.

268 reviewers rated this feature

Store and view prior invoices for each account/client

56.28% of 199 reviewers that rated this feature as important or highly important

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

68.33% of 60 reviewers that rated this feature as important or highly important

Simplifies tracking of overdue, paid, and viewed invoices. Automates late payment reminders and supports online payments. Offers accessible tools for tax tracking and transaction records, though VAT handling could improve.

55 reviewers rated this feature

Creation, processing, verification, and execution of invoices till the payment is made

71.58% of 183 reviewers that rated this feature as important or highly important

Calculate total itemized costs, including initial costs and any changes

0% of 0 reviewers...

Lets users manually add bank accounts to FreshBooks for reconciliation, improving flexibility for businesses with non-standard banking setups. (Released Q4 2024)

0 reviewers rated this feature

Log miles driven for tax deduction or reimbursement purposes

40.00% of 5 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

55.74% of 122 reviewers that rated this feature as important or highly important

Access the system via a mobile application

72.22% of 18 reviewers that rated this feature as important or highly important

Clients can submit payments via mobile devices

40.30% of 67 reviewers that rated this feature as important or highly important

Scan and upload receipts to a central database using a mobile device

61.67% of 60 reviewers that rated this feature as important or highly important

Manage and handle various international currencies

35.71% of 84 reviewers that rated this feature as important or highly important

Manage and support multiple languages

100.00% of 1 reviewers that rated this feature as important or highly important

PDF attachments on invoices and proposals Allows users to attach full-length documents to client-facing communications, improving clarity and professionalism. (Released Q2 2025)

0 reviewers rated this feature

Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit

75.00% of 8 reviewers that rated this feature as important or highly important

Different tiers of pricing and billing for different employees and situations

50.00% of 12 reviewers that rated this feature as important or highly important

Ability to handle several projects simultaneously

0% of 0 reviewers...

FreshBooks gives you a fast, convenient way to create, send, and manage invoices online. Some reviewers find it saves significant time, improves accuracy, and enables quick payments with automated reminders and online payment links, making invoicing efficient for both you and your clients.

64.82% of 361 reviewers that rated this feature as important or highly important

Accept and process online payment transactions

54.19% of 179 reviewers that rated this feature as important or highly important

Track employee and task times using internet connection

64.21% of 95 reviewers that rated this feature as important or highly important

Allow customers to make a partial payment on an invoice and track remaining debt

0.00% of 1 reviewers that rated this feature as important or highly important

FreshBooks offers seamless payment processing with integrations for Stripe, PayPal, and ACH. Users think it’s simple to set up, provides multiple payment options, and speeds up getting paid, though some mention occasional delays and rare issues with international cards.

58.20% of 323 reviewers that rated this feature as important or highly important

Track sent and received payments, invoices, and bills.

0% of 0 reviewers...

Manage employee salary processes, data, taxes, and records administration efficiently

53.61% of 97 reviewers that rated this feature as important or highly important

View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more

66.67% of 6 reviewers that rated this feature as important or highly important

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

0% of 0 reviewers...

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

51.61% of 31 reviewers that rated this feature as important or highly important

Manage and track financials on a project-to-project basis

52.94% of 51 reviewers that rated this feature as important or highly important

Business model that bills clients an amount based on the project/task/job performed

66.67% of 3 reviewers that rated this feature as important or highly important

Plan and coordinate all the resources, costs and time needed to execute assignments

58.62% of 29 reviewers that rated this feature as important or highly important

Organize and schedule projects

100.00% of 1 reviewers that rated this feature as important or highly important

Track income and expenses at the project level to assess financial performance. Helps identify which projects are profitable and where costs may be exceeding expectations.

0 reviewers rated this feature

Measure time to completion or hours worked for projects

70.00% of 30 reviewers that rated this feature as important or highly important

Monitor the progress of projects from start to finish

51.55% of 161 reviewers that rated this feature as important or highly important

Estimate or forecast of a future scenario based on the study of present trends

20.00% of 5 reviewers that rated this feature as important or highly important

Create proposals based on costs of labor and materials

66.67% of 3 reviewers that rated this feature as important or highly important

Generate quotes or estimates for customers

78.00% of 50 reviewers that rated this feature as important or highly important

Receive system updates as soon as any changes are made

100.00% of 1 reviewers that rated this feature as important or highly important

Upload, track, and submit receipts in a central database

64.55% of 110 reviewers that rated this feature as important or highly important

A list of customers and their payments due updated on a monthly basis

0% of 0 reviewers...

Generate recurring invoices

63.64% of 11 reviewers that rated this feature as important or highly important

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

0% of 0 reviewers...

Automated process of charging customers at regular intervals for repeated access or use of a product or service

59.70% of 67 reviewers that rated this feature as important or highly important

Automates invoice generation for ongoing services or memberships. Reduces missed payments and manual effort. Setup is straightforward, though some users report issues with saving changes and notification limitations.

61 reviewers rated this feature

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

63.64% of 44 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

66.30% of 92 reviewers that rated this feature as important or highly important

Calculation of consumption tax imposed on the sale of goods/services

28.57% of 7 reviewers that rated this feature as important or highly important

Search and filter data across systems to locate required information by entering keywords or certain criteria

0% of 0 reviewers...

Online portal through which end users can access the system, manage tasks, or obtain information

92.31% of 13 reviewers that rated this feature as important or highly important

Set allowances and ensure employees don't spend more than the allotted amounts

60.00% of 5 reviewers that rated this feature as important or highly important

Track the status over time for a request, process, asset, or transaction

0.00% of 1 reviewers that rated this feature as important or highly important

Track and manage the scheduling of tasks

0% of 0 reviewers...

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

41.51% of 53 reviewers that rated this feature as important or highly important

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

0.00% of 1 reviewers that rated this feature as important or highly important

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

53.85% of 104 reviewers that rated this feature as important or highly important

Set up connections to third-party platforms to improve business processes

48.57% of 35 reviewers that rated this feature as important or highly important

Log and record hours worked and costs spent to assist in billing and invoicing

64.00% of 75 reviewers that rated this feature as important or highly important

Allocates time to projects for accurate billing and invoicing. Helps users stay organized and improves workflow speed. Especially valued by teams managing hourly work or needing visibility into daily tasks.

47 reviewers rated this feature

Track time worked per client

0% of 0 reviewers...

Track time worked per project

0% of 0 reviewers...

Track the amount of time spent on a job or task

52.48% of 101 reviewers that rated this feature as important or highly important

Record of trip details

0% of 0 reviewers...

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

0% of 0 reviewers...

Interact with data visualization elements, such as charts and graphs, to drill down into data

50.00% of 2 reviewers that rated this feature as important or highly important

Automatically create and distribute W-2/1099 tax forms to employees.

66.67% of 3 reviewers that rated this feature as important or highly important

Automatically subtract garnishments from wages

0% of 0 reviewers...

Get Advice

We can help you find the software with the features you need.

Alejandra Aranda

Content Analyst

FreshBooks’ top-rated features work together to simplify billing and financial oversight, helping you stay organized, automate recurring tasks, and maintain visibility across projects without needing deep accounting expertise.

Features

4.3 (4,289)

4.3

Based on 4,289 reviews

## Pricing

Value for money

4.3 (3822)

FreshBooks starts at $19 per month or $204 billed annually, which is significantly lower than the average SMB accounting software budget of $205 per user, per month. Pricing scales with plan tiers and team size, with add-ons such as payroll and extra users increasing the total cost.

Free Trial

[View pricing plan details](https://www.capterra.com/p/142390/FreshBooks/pricing/)

Lite

$21.00

Flat Rate,Per Month

It includes:

-   Access Anywhere on Ios and Android
-   Get Paid With Credit Cards and Bank Transfers
-   Send Unlimited Estimates
-   Send Unlimited Invoices to 5 Clients
-   Track Sales Tax and See Reports
-   Track Unlimited Expenses

Plus

$38.00

Flat Rate,Per Month

It includes:

-   Access Anywhere on Ios and Android
-   Automatically Capture Receipt Data
-   Automatically Track Expenses
-   Double Entry Accounting Reports
-   Get Paid With Credit Cards and Bank Transfers
-   Invite Your Accountant
-   Mobile Mileage Tracking
-   Run Business Health Reports
-   Send Unlimited Estimates and Proposals
-   Send Unlimited Invoices to 50 Clients
-   Set up Recurring Billing and Client Retainers

Premium

$65.00

Flat Rate,Per Month

It includes:

-   Access Anywhere on Ios and Android
-   Automatically Capture Receipt Bills and Data
-   Automatically Send Late Payment Reminders and Bill Late Fees
-   Automatically Track Expenses
-   Bill Payments and Vendors With Accounts Payable
-   Customize Email Signatures
-   Customize Email Templates With Dynamic Fields
-   Get Paid With Checkout Links
-   Get Paid With Credit Cards and Bank Transfers
-   Invite Your Accountant
-   Mobile Mileage Tracking
-   Run Business Health Reports
-   Run Financial and Accounting Reports
-   Send Unlimited Estimates and Proposals
-   Send Unlimited Invoices to Unlimited Billable Clients
-   Set up Recurring Billing and Client Retainers
-   Track Bills
-   Track Project Profitability

Value for money

4.3 (3,822)

4.3

Based on 3,822 reviews

## Integrations

FreshBooks integrates with accounting systems and a wide range of third-party apps to support financial operations, reporting, and workflow automation. These connections include both native and third-party links.

Popular integrations

[

PayPal](https://www.capterra.com/p/207944/PayPal/)[

Slack](https://www.capterra.com/p/135003/Slack/)[

Trello](https://www.capterra.com/p/211559/Trello/)[

Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[

WordPress](https://www.capterra.com/p/131687/WordPress/)[

Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)

Alejandra Aranda

Content Analyst

Connecting FreshBooks with external tools helps your finance lead reduce manual entry, automate expense tracking, and streamline approvals—especially when managing payroll, forecasts, or client communications.

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.4 (3791)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.4 (3,791)

4.4

Based on 3,791 reviews

## User reviews

Overall rating

4.5

Based on 4,510 reviews

Filter by rating

5(2647)

4(1497)

3(284)

2(45)

1(37)

Mentioned topic

Sorted by most recent

DB

Dylan B.

Controller

Computer Software

### "FreshBooks use in launching new business"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

April 16, 2026

Overall we have been quite happy with our use of FreshBooks. It is very easy to use and gets you started as you are launching your business. The value is definetly there for the price.

Pros

Ease of use is there for FreshBooks. It does a great job in capturing the basics of what you need to run your business. The platform provides good value for your money depending on what you need it for.

Cons

Certain accounting functions can be tricky to do due to the simplicity of how the plantforms runs and the lack of customization. Certain modules can be added on, the basic package is good for just getting your business started.

Alternatives considered

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

Reasons for choosing FreshBooks

Ease of use and value for money. I would highly recommend FreshBooks if you are just starting to launch your business.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AC

Andrea C.

Controller

Construction

### "Fresh books"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 11, 2026

I would say it’s one of the easiest accounting software is to use and it’s been a great experience and very easy for me to keep track of everything.

Pros

One of the simplest accounting platforms out there Clean dashboard → easy to see income, expenses, and invoices Great if you don’t want to fight with software all day

Cons

Barely any inventory tracking Not built for product-based businesses Complex financials Multi-entity companies Heavy reporting needs

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Jerry L.

CEO

Computer Hardware

### "Freshbook for small business"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 9, 2026

Overall I really enjoy FreshBooks. I will continue to use it for my small business. It fits my current needs. Though as I scale up, it may start to show its weaknesses towards larger focused businesses.

Pros

I use freshbooks to generate invoices and collect online payments for my small business. It’s incredibly easy to use and didn’t take long to learn. I was able to get up and running quickly. My clients have also responded positively to it and appreciate how clean and professional the invoices look. They’ve mentioned that the format is straightforward and easy to understand, which makes the whole payment process smoother.

Cons

I've had a few issues with utilizing the reporting metrics. Some reports lack detailed reporting metrics. The workflows for accounting reports can feel a bit restricted at times.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Sarthak B.

Software Developer

Information Technology and Services

### "Simple and Efficient Accounting for Small Businesses"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 8, 2026

My overall experience with FreshBooks has been positive. The platform is easy to use and simplifies invoicing, expense tracking, and transaction management. The clean user interface and automation features save time, while reports provide clear visibility into finances. Customer support is responsive, and although there are some limitations in advanced features, it works well for small businesses and freelancers.

Pros

FreshBooks is very easy to use and has a clean, intuitive interface. I liked the invoicing and expense management features, which make it simple to track payments and spending. The automation for recurring invoices and payment reminders saves time, and the reports provide clear visibility into financial performance. Customer support is also responsive and helpful.

Cons

Some advanced accounting features are limited, and report customization could be improved. Pricing can increase as more clients are added. Occasionally, there are minor bugs, but they do not significantly affect overall usability.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AA

Alex A.

CEO

Apparel & Fashion

### "Freshbooks review "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

3/10

March 29, 2026

Had a all-around great experience would highly recommend to anybody especially wanting to give it a free trial run

Pros

Super easy to use didn’t have any bugs or issues. Transaction management was top-notch. Value for money was totally great customer support All around great experience

Cons

Wasn’t a big fan of the expense management or user interface, but other than that would highly recommend to anybody and was super helpful

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JS

Jack S.

Finance Director

Financial Services

### "FreshBooks Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 26, 2026

Pros

The tool is easy to get started with and doesn’t require advanced accounting skills. It works well for keeping a clear overview of financial flows.

Cons

For larger organisations, the reporting can lack depth for more advanced financial needs of the tool.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

owner

Medical Practice

### "Good booking software"

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

7/10

March 26, 2026

It has been a good software to work with and I am happy and not looking to switch. The invoices are important. I would like the expense portion to be more user friendly.

Pros

I like the ease of use and integration with gusto. It imports expenses from credit cards and banks. It invoices really well and I like the set-up of the invoice system.

Cons

I have been unsuccessful in having full account reconciliation and struggle with the system they have set up. I also am unsuccessful in getting my frequent purchases to get expensed to the same categories and companies each month.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 27, 2026

Hi there, thank you for taking the time to share your review. Thank you for your kind words about all the features you use to run your business in FreshBooks. Our Support Team would like to better understand your experience with reconciliation and transaction management, and discuss your feedback more in depth. To do so, please reach out to our Support Team via Contact Us at https://support.freshbooks.com/hc/en-us ^DM

KM

Kelly M.

Social Media Manager Podcaster

Marketing and Advertising

### "Freshbooks Is Convenient and Easy to Use"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

March 19, 2026

My experience for the most part has been good. It has always been available when I need it. Calculates thing accurately.

Pros

I like that it's easy to use. I create invoices, proposals and estimates with it. I like that it has a feature to remind clients to pay.

Cons

It's on the more expensive end especially since now I really only use it for invoicing. I wish there was a cheaper version for small companies like mine.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LS

Leslie S.

Co-Owner

Marketing and Advertising

### "Pricey, but worth it if you need the functionality"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

4/10

March 16, 2026

Overall they have wonderful support, excellent features and are committed to always improving. And they are super friendly, go Canadians!

Pros

I love the hourly time tracking tool for creatives or anyone doing hourly service based work, I also appreciate the robust reporting tools.

Cons

I ended up switching after many years simply because the price point was hefty and not competitive in my opinion.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

HL

Hikmet L.

Medical Assistance Specialist

Hospital & Health Care

### "The assistance in keeping track of the case expenses."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

January 29, 2026

The process of handling complicated medical records needs accurate accounting. I use this to track case costs. It is easy to use yet the updates may be disruptive.

Pros

The interface is unbelievably clean, and with little training, we are able to track expenses associated with case such as flight tickets and medical equipment.

Cons

Occasionally the version has been changed to add or remove some important features without notice, and occasionally the mobile app fails to upload receipts when out of the office.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/142390/FreshBooks/reviews/)

## FAQs

Yes. FreshBooks is a cloud-based accounting platform, meaning you can access your account from any device with an internet connection. It also offers mobile apps for iOS and Android.

Yes. FreshBooks supports bank reconciliation for connected accounts. You can match transactions, verify balances, and generate reports to ensure your books are accurate.

Yes. FreshBooks includes double-entry accounting features such as journal entries, chart of accounts, and trial balance reports. These tools help maintain financial accuracy and compliance.

Yes. FreshBooks allows users to log billable hours, assign time to projects, and generate profitability reports. This is especially useful for service-based businesses and freelancers.

Partially. FreshBooks supports team collaboration, but adding users costs extra. You can assign roles, track time, and share project data, but advanced permissions and payroll require add-ons.

### Have more questions?

Connect with one of our advisors for a free consultation and save time in your software search.

## Sources

-   **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/).
    
-   **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology).
    
-   This product information came from FreshBooks’s own online content in August 2025, including the product's website and its social media channels.
    

## Related reading

### [Capterra Value Report: A Price Comparison Guide for Accounting Software](https://www.capterra.com/resources/accounting-software-pricing-report/)

Published March 20, 2024 by [Himanshi Arora](https://www.capterra.com/resources/author/himanshi-arora/)

### [3 Benefits and Challenges of Modern Accounting Solutions Over Manual Methods](https://www.capterra.com/resources/benefits-of-accounting-software/)

Published August 23, 2024 by [Amita Jain](https://www.capterra.com/resources/author/ajain/) and [Rina Rai](https://www.capterra.com/resources/author/rina-rai/)

### [4 Key Expense Report Software Features and Top Products That Offer Them](https://www.capterra.com/resources/key-expense-report-features/)

Published June 3, 2024 by [Ashish Upadhyay](https://www.capterra.com/resources/author/aupadhyay/)

### [5 Key Financial Reporting Software Features With Top Products That Offer Them](https://www.capterra.com/resources/key-financial-reporting-software-features/)

Published April 10, 2024 by [Preksha Buttan](https://www.capterra.com/resources/author/pbuttan/)

Popular comparisons

[QuickBooks Online vs FreshBooks](https://www.capterra.com/compare/142390-190778/FreshBooks-vs-QuickBooks-Online)[PayPal vs FreshBooks](https://www.capterra.com/compare/142390-207944/FreshBooks-vs-PayPal)[Abby vs FreshBooks](https://www.capterra.com/compare/142390-268623/FreshBooks-vs-Abby)[Xero vs FreshBooks](https://www.capterra.com/compare/120109-142390/Xero-vs-FreshBooks)[QuickBooks Enterprise vs FreshBooks](https://www.capterra.com/compare/142390-174984/FreshBooks-vs-QuickBooks-Enterprise)[Jobber vs FreshBooks](https://www.capterra.com/compare/127994-142390/Jobber-vs-FreshBooks)[Bookipi vs FreshBooks](https://www.capterra.com/compare/142390-195165/FreshBooks-vs-Bookipi)[NetSuite vs FreshBooks](https://www.capterra.com/compare/135757-142390/NetSuite-vs-FreshBooks)[QuickBooks Online Advanced vs FreshBooks](https://www.capterra.com/compare/142390-189398/FreshBooks-vs-QuickBooks-Online)[Zoho Invoice vs FreshBooks](https://www.capterra.com/compare/142390-163114/FreshBooks-vs-Zoho-Invoice)

[Wave vs FreshBooks](https://www.capterra.com/compare/142390-178021/FreshBooks-vs-Wave-Apps)[QuickBooks Desktop vs FreshBooks](https://www.capterra.com/compare/142390-212058/FreshBooks-vs-QuickBooks-Desktop-Pro)[BQE CORE Suite vs FreshBooks](https://www.capterra.com/compare/141096-142390/BQE-Software-vs-FreshBooks)[Elorus vs FreshBooks](https://www.capterra.com/compare/142390-152770/FreshBooks-vs-Elorus)[Dynamics 365 vs FreshBooks](https://www.capterra.com/compare/142390-157279/FreshBooks-vs-Dynamics-365)[Odoo vs FreshBooks](https://www.capterra.com/compare/135618-142390/Odoo-vs-FreshBooks)[Sage Intacct vs FreshBooks](https://www.capterra.com/compare/76-142390/Intacct-vs-FreshBooks)[Invoice2go vs FreshBooks](https://www.capterra.com/compare/81858-142390/Invoice2go-vs-FreshBooks)[Refrens vs FreshBooks](https://www.capterra.com/compare/142390-204191/FreshBooks-vs-Refrens)[TallyPrime vs FreshBooks](https://www.capterra.com/compare/127762-142390/Tally-ERP-9-vs-FreshBooks) 

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)