Unclaimed: Are are working at FreshBooks ?
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-tracking features.
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| Capabilities |
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|---|---|
| Segment |
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| Deployment | Cloud / SaaS / Web-Based, Desktop Mac, Desktop Windows, Mobile Android, Mobile iPad, Mobile iPhone, On-Premise Linux |
| Training | Documentation |
| Languages | English |
Compare FreshBooks with other popular tools in the same category.
I like the Timesheets and Timer the best as they help me keep track of all my work I will get paid for. The reports are also very handy for when I need to review work I have previously accomplished.
Sometimes the website crashes, but to be fair, what website doesn't.
It solves the problem of having to write my work down on paper and then record it in a manner that my employer can use to pay me. It greatly reduces the chance of me forgetting to record something I should get paid for.
Recurring invoices have saved me a lot of time. I used to spend hours and hours creating and sending invoices. Now I don't even know when they go out. It is easy to use as well. Totally worth the money
There is one thing on recurring invoices I do not like they print that the invoice will happen each month when it won't and customers get nervous. Besides that I love this software.
We are able to invoice more accurately and save time on administrative things.
Assuming you're using the "new" Freshbooks, the interface is modern and intuitive. I find it very easy to use (although I'm a digital native). So far, it has everything I need to track my projects and bill customers for my small communications consulting business. It's great that it allows me to accept online payments from customers without a lot of hassle.
I understand charging a processing fee when someone pays me with a credit card, but I really don't like being charged a 1% fee when someone pays with ACH/e-check. That should be as good as cash and as a small business, giving up 1% of my sales really hurts. I'm paying Freshbooks a monthly subscription fee so it feels wrong for them to get a cut of my cash sales.
Freshbooks allows me to keep track of my clients and different projects I do for them. It's definitely solving the problem of me tracking all income and expenses in an Excel spreadsheet, keeping track of who has paid me and who hasn't, and sending professional looking invoices to my customers with the option for them to instantly pay online.
I like that there is a Time Tracking feature that can be used to create invoices-complete with separate projects, people, and tasks, which makes keeping track of who is doing the task for each client and how much should be charged. I also like the expense tracker and all the reports that can be generated with your data. It's easy to accept many different methods of payment also and that helps with flexibility when billing.
There is really nothing I dislike at this time other than sometimes an invoice may end up in a junk folder when sending it through Freshbooks. For some clients I submit both through the portal and a pdf version via email, so that adds an extra step.
With Freshbooks, it's not necessary to pay a hefty price for Quickbooks, nor do you have to have a special training session to use it. It's perfect for small businesses like my virtual assistant business and what we need for our book keeping responsibilities.
Invoicing, expenses and the reports (which I use for taxes actually)
Bank reconciliation is working not all for me. But that’s not a problem to me.
It’s my only and main accounting solution.
I love the ease of use and how easy it is to get paid online. it's very easy to run reports for sales & use tax at the end of the month as well
when they hiked up the price, it put limits on how many active customers we could have at any given time
It is important that we send an estimate to our customer so they can review it before we turn it into an invoice. It is also very easy to customize everything
I love how user-friendly the platform is and how easily it integrates with Stripe (actually have to be pretty bad to mess that up, but nonetheless).. I love the customization of the invoices too. It's very easy to keep all of my incomes and expenses organized. I also love how easy it is to build beautiful reports (like an annual p/l report) so quickly.
Now there is the ability to accept payments via ACH so that was one of my dislikes before. I also don't like that I need to reach out to my "account rep" (or whatever) in order to make any changes to my billing info within my account. I do not need my hand held to do that and they are not nearly efficient enough to make it work.
Simple "problems". Accepting payments and organizing my business's incomes and expenses. It makes it very easy to keep track of it all and keep it clean and organized.
Being able to set up recurring invoices and not having to worry about sending invoices and reminders.
I think the app should have the same features as the site.
Client time tracking, and contact info. and Mostly billing concerns and revenue tracking.
I've been using Freshbooks for several years now, and I find it most helpful. I don't have to worry about tracking my expenses or my income. Freshbooks does that for me automatically! It's really amazing, especially at tax time when you need those important reports.
I do have to verify my expenses periodically. Though Freshbooks does a good job of choosing the categories for my expenses overall, I still have to go in and make sure that things are correct. Otherwise, at tax time, you will have to spend some time getting things into the correct categories.
I don't need an accountant. I can control all of my business finances using this one site. With more than 50 clients that are in Freshbooks, tough they aren't all active at once, you can see how this could turn into a mess. It doesn't. Freshbooks takes care of it all. I really love Freshbooks.
The layout and sewing of website makes it real simple to manage and create invoices
Everything works great plus they have costumer service.
Great benefits