FreshBooks is a cloud-based accounting software that streamlines invoicing, expense tracking, and financial management for businesses.
Supercharge your financial workflows with AI Agents that can automate routine tasks and enhance decision-making.
FreshBooks simplifies accounting and financial management for businesses. Relevance AI enhances this with intelligent AI Agents that can automate invoice processing, expense tracking, and financial reporting at scale.
Seamless Invoice Orchestration
The agent automates invoice generation and delivery, ensuring timely payments.
Intelligent Expense Categorization
The agent streamlines expense tracking by automatically categorizing and approving costs.
Dynamic Financial Insights
The agent generates real-time reports, providing actionable insights for decision-making.
Relevance AI gives you access to FreshBooks' accounting and financial management capabilities within your automated workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A FreshBooks account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your FreshBooks data. Relevance AI handles API operations (like GET, POST, PUT, DELETE) in the background—so you don't have to worry about errors, formatting, or account-specific limitations.
Built-in validation and header management ensure your workflows run smoothly, even when making requests across different FreshBooks accounts.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
