FreshBooks
FreshBooks is where many freelancers and service firms bill their work, so its API holds invoices and payments, clients, expenses and the time entries logged against projects. In a Lake beside CRM and payment data, those records reveal the effective hourly rate per client, unbilled hours, and which clients pay slowly, things a busy owner rarely has time to piece together.
- Category
- Finance & ERP
- Type
- Accounting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Invoices
- Clients
- Expenses
- Payments
- Time entries
- Reports
Load FreshBooks invoices into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other FreshBooks data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
FreshBooks uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in FreshBooks if you need help.
04Questions
Questions you can answer.
Once FreshBooks data is in your Lake, ask an AI Mind in plain words or build the answer in DataPrism BI.
- What is the effective hourly rate per client, comparing amounts invoiced with hours logged?
- How many logged hours have not been billed yet, by project and team member?
- How many days does each client take to pay, and who is getting slower?
- Which projects carry expenses above 15 percent of what we billed?
05How it works
How it works in DataMind.
-
Pick FreshBooks.
Open Lake, pick FreshBooks in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the FreshBooks API docs.
-
Answer a few questions.
The AI reads the FreshBooks documentation, then asks which credentials you will use, which data to sync (for example invoices and clients), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then FreshBooks data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
06Pairs
Works well with FreshBooks.
Sources teams join with FreshBooks in the Warehouse, each one connected the same way.
