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Methodology
FreshBooks
4.5
( 681 )
Heard
No reviews yet
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At a Glance
Overview
FreshBooks is a cloud-based accounting software preferred by numerous small to medium enterprises for its ability to easily manage and streamline finances. Core features include expensive tracking and invoicing, and it also helps improve operational transparency through reporting and time-trackin... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
Images
View 5 images
Heard combines software, done-for-you bookkeeping, tax services, banking, and payroll (via partner) into a single platform tailored for U.S.-based mental health and wellness private practice owners. It automates bank syncing and transaction categorization, provides monthly bookkeeping and reconci... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
No images available
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Pricing
Free trial available
Free plan available
Billing type
Recurring Subscription
Lite
$1.70
/ month
Plus
$3.00
/ month
Premium
$5.50
/ month
Custom
Contact Us
Free trial available
Free plan available
Billing type
Recurring Subscription
Lite
$149.00
/ month
Essential
$199.00
/ month
Premium
$299.00
/ month
Pros and Cons
- 'Lite plan is great for startups (includes 5 billable clients)
- You can track unlimited expenses and send unlimited estimates
- Clients can pay you using credit cards
- Limited invoice customization
- The mobile app could use improvements
- All-in-one solution combining bookkeeping, taxes, banking, and payroll (via partner).
- Therapy-focused categories, deductions, and guidance tailored to private practice.
- Dedicated human bookkeepers and CPAs plus software automation.
- Clear pricing tiers and feature delineation.
- Done-for-you bookkeeping with catch-up options.
- Relatively high monthly fees; Lite plan excludes annual tax filing unless paid extra.
- Limited integrations beyond bank sync and payroll partner (no public API documented).
- Payroll has limitations (no next-day deposit, limited time-tracking and multi-rate pay support).
- Does not support multi-owner partnerships or non-U.S. practices.
- No evidence of open-source code or a public API for custom integrations.
Reviewer's Segments
Small Business
84.14%
Mid Market
9.69%
Enterprise
6.17%
Insufficient data to show segment split
Deployment
- Cloud based
- Desktop based
- Mobile based
- On-premise
- Cloud based
- Desktop based
- Mobile based
- On-premise
Support
- Chat
- Knowledge Base
- Phone Support
- Chat
- Knowledge Base
- Phone Support
Training
- Documentation
- Webinars
- Documentation
- Webinars
Integrations
Total integrations:
45
- Agile CRM
- BambooHR
- BigCommerce
- BigCommerce Enterprise
- Bill.com
- Breeze
- Capsule CRM
- Celoxis
- ClickDesk
- Ecwid
- Freedcamp
- Freshservice
- GoToWebinar
- Google Workspace
- Gusto
- Helpdesk
- Insightly CRM
- Intuit Mailchimp
- Iridium Sales And Pos
- JangoMail
- Jotform Apps
- Melio
- NiceJob
- Odoo Accounting
- OnePageCRM
- PDF.ai
- PayPal Payments Pro
- Presspog
- ProofHub
- QuickBooks Self-Employed
- Redbooth
- Revolut Business
- Shift4Shop
- Shoeboxed
- Square Online
- SupportBee
- SysTools IMAP Migration Tool
- Tax1099
- Teachable
- Wise
- XeroHosts
- Zendesk CRM
- Zendesk Support Suite
- ZipRecruiter
- Zoho CRM Plus
- Zoho Invoice
Total integrations:
1
- Agile CRM
- BambooHR
- BigCommerce
- BigCommerce Enterprise
- Bill.com
- Breeze
- Capsule CRM
- Celoxis
- ClickDesk
- Ecwid
- Freedcamp
- Freshservice
- GoToWebinar
- Google Workspace
- Gusto
- Helpdesk
- Insightly CRM
- Intuit Mailchimp
- Iridium Sales And Pos
- JangoMail
- Jotform Apps
- Melio
- NiceJob
- Odoo Accounting
- OnePageCRM
- PDF.ai
- PayPal Payments Pro
- Presspog
- ProofHub
- QuickBooks Self-Employed
- Redbooth
- Revolut Business
- Shift4Shop
- Shoeboxed
- Square Online
- SupportBee
- SysTools IMAP Migration Tool
- Tax1099
- Teachable
- Wise
- XeroHosts
- Zendesk CRM
- Zendesk Support Suite
- ZipRecruiter
- Zoho CRM Plus
- Zoho Invoice
Top Alternatives
Categories
Company Details
- By 2ndSite Inc. dba FreshBooks
- Located in Toronto, Ontario, Canada
- Founded in 2003
- By Heard Technologies, Inc.
- Located in Seattle, Washington, USA
- Founded in 2019
