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.
Best Practices for Non-Technical Users
To get the most out of the FreshBooks + Relevance AI integration without writing code:
- Organize your FreshBooks data: Maintain well-structured invoices and client information.
- Use proper authentication: Ensure OAuth credentials are correctly configured and permissions are set.
- Follow API best practices: Use appropriate HTTP methods for different operations (GET for retrieval, POST for creation).
- Handle responses properly: Monitor API response status codes and implement error handling.
- Respect rate limits: Space out API calls and implement proper request throttling.
