FreshBooks integration
Arkeo agents for FreshBooks
Arkeo agents work in your FreshBooks alongside your team. They build invoices from tracked time, follow up on late payments, file expenses to the right client, chase open estimates, and warn you before a project runs over budget.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in FreshBooks
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Flags missing timeevery Friday
- ✓Adds up billable hours per clientper billing period
- ✓Builds the invoicesame day
No more lost hours at month end.
FreshBooks
Slack- ✓Checks unpaid invoicesevery morning
- ✓Sends the client a friendly reminderon your schedule
- ✓Tells the owner about anything over 30 daysevery Monday
Get paid without chasing clients yourself.
FreshBooks
Gmail- ✓Reads receipts from your inboxas they land
- ✓Adds the expense to the right client and projectsame day
- ✓Flags spending with no receiptevery week
Client expenses get billed, not lost.
FreshBooksGmail- ✓Finds estimates sent with no answerevery day
- ✓Sends the client a follow-upafter 5 days
- ✓Tells the owner who said yesright away
Estimates turn into work instead of going quiet.
FreshBooks
HubSpot- ✓Adds up time on each projectevery week
- ✓Compares it to the project budgetper project
- ✓Warns the owner before it runs overright away
Know a project is over budget before the invoice.
FreshBooksSlackWorks with the rest of your software
Agents carry the work from FreshBooks into the other software your team uses, so nothing waits for someone to copy it over.
Harvest
Toggl Track
Stripe
PayPal
AsanaBusinesses that run on FreshBooks
How it connects
You make the key in your own FreshBooks account. Nothing to install on your computers, and nothing to wait for.
Where
On the FreshBooks developer page. You create a private app for your business, set what it can see and change, then connect your account. A private app doesn't need an App Store listing.
Who can do it
The account owner.
Plan
Any FreshBooks plan. Some plans cap how many clients you can bill.
Agents can see
- Invoices, payments and what's unpaid
- Clients, estimates and projects
- Time entries and expenses
- Reports, like who owes you and how long
Agents can change
- Invoices, drafted and sent
- Time entries and expenses
- Estimates and clients
- Projects
Agents can't
- Touch anything you didn't give the app access to.
- Add more access without you approving it again.
- Get back in after you remove the app.
What this looks like at your business
Missed hoursMissing time flagged before billing. Invoices built from tracked hours.
Designed for firms that bill in FreshBooksLate paymentsClients reminded on your schedule. The owner sees who's 30 days late.
Designed for firms that bill in FreshBooksOpen estimatesEstimates with no answer followed up. Yeses sent to the owner.
Designed for firms that bill in FreshBooksIs this you?
- You bill clients from FreshBooks
- Your team builds invoices and chases payments by hand
- You want more clients without more hires
✕Solo consultant with a few invoices a month: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your FreshBooks?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and FreshBooks
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Client billing never goes into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do I need a special FreshBooks plan?
No. Agents work on any FreshBooks plan. Some plans cap how many clients you can bill.
Will the agents change my books?
They make the changes your process allows, like building an invoice or adding an expense, and send the rest to your team.
Does FreshBooks need to approve the app?
No. The app is private to your business. FreshBooks only reviews apps listed in its App Store.
Can I turn it off?
Yes. Remove the app from your FreshBooks account and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.