FreshBooks integration
Accounting Software Built for Business Owners and Accountants.
Set up FreshBooks in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
1
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
2
Connect your FreshBooks account
In Relevance AI, open Integrations and add FreshBooks. You will be sent to FreshBooks to sign in and approve access, and the connection is stored against your workspace.
3
Call FreshBooks from an agent
Create a tool and add an API tool step. Your agent can call any FreshBooks endpoint using the account you just connected.
Put FreshBooks to work in your agents
Connect FreshBooks alongside 1,800+ other integrations and let your agents run the busywork.