What AI does in FreshBooks
- Creates and sends invoices
- Chases overdue invoices
- Logs payments in the digest
Integrations that use it
Back office
Invoices, reminders and records kept in step
Questions
Do I need to move anything?
No. FreshBooks stays where it is. AI Office reads and writes there through the official connection and you can revoke access from FreshBooks at any time.
What permissions does it need?
Only the scopes for the actions listed on this page. We show you the exact permission screen during the build.
What if I use a different version or plan?
Most plans include the official connection. If yours does not, email notifications from FreshBooks are usually enough for the read side.
Your systems stay yours
Nothing to migrate and nothing new to learn. AI plugs into the phone number, inbox, calendar and books you already use, and a person is always one step away.
- Week 1: we map your calls, emails and paperwork
- Weeks 2 and 3: we build and test on your real cases
- Week 4: live, with a person watching every hand-off
- Every month: we tune what it says and what it may do