Automate the manual work in FreshBooks

FullSpec maps how FreshBooks fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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FreshBooks by the numbers

Insights from real process mapping sessions that involve FreshBooks.

No processes mapped yet using FreshBooks. Map a process that uses FreshBooks to see automation data here.

Map a FreshBooks automation

Top 5 FreshBooks friction points when done manually

Reconciling FreshBooks entries to bank

You spend hours each month matching transactions in FreshBooks to your actual bank deposits and withdrawals because they arrive at different times.

78% report this

Chasing down FreshBooks invoice payments

You manually track which invoices sent through FreshBooks have been paid and which are overdue because clients don't always reference the invoice number.

71% report this

Transferring FreshBooks data to tax prep

You manually export reports from FreshBooks and re-enter totals into your tax software or accountant's spreadsheet instead of having them sync automatically.

63% report this

Fixing duplicate FreshBooks transactions

You catch and delete duplicate charges in FreshBooks when the same expense gets entered twice by different team members or imported twice from your bank.

54% report this

Categorizing FreshBooks expenses by project

You manually sort through FreshBooks transactions and assign them to the correct project or cost center because they import without that detail.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in FreshBooks

Browse popular FreshBooks automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.