A FreshBooks AI Agent That Gets Your Invoices Out The Door
You do the client work; your agent does the billing. It turns hours and estimates into invoices and keeps an eye on who still owes you.
From $10/month 30 days free No credit card
What Your Agent Does In FreshBooks
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Drafts Invoices From Time
Tell it to bill the Maple Street project for last week and it pulls the tracked hours, builds the invoice and leaves it ready to review.
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Chases Overdue Clients
Every Monday it lists invoices that are past due and drafts a polite reminder for each client, written in the tone you usually use.
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Sorts New Expenses
When a receipt lands in the project chat, the agent adds it as an expense, picks a category and attaches the file to the entry.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in FreshBooks for you, with your own login, and reports back in the thread.
- Turn the approved Harbor Studio estimate into an invoice.
- Which clients have an unpaid invoice older than three weeks?
- Add yesterday’s software receipt as an expense under office costs.
Use FreshBooks With Octopus Prime
- Open Settings › Connections, choose FreshBooks and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in FreshBooks for you without ever seeing your password.
- Choose which agents can use FreshBooks: just yours, one project’s or the whole company’s. You approve what matters.
Questions About FreshBooks And Your Agents
Can the agent see all my clients and invoices?
It sees what the FreshBooks account you connected can see. Use a team member login with narrower access if you want it to see less.
Will it send invoices without asking?
No. It saves drafts for you to look over, and sending can be set to ask first every time.
Does my agent see my FreshBooks password?
No. Your FreshBooks login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect FreshBooks, at any time in Settings.
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Put An Agent To Work In FreshBooks. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
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