Tell your agent what you need in a message or voice note. It can work in FreshBooks for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @FreshBooks agent, follow up on our discussion and make the updates.
FreshBooks agent
Done. It’s all in FreshBooks.
Automate Workflows with FreshBooks
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in FreshBooks.
Your agent, your control
Choose what your agent can access and how it can act in FreshBooks. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s FreshBooks AI Agent Do?
Find financial records
Search FreshBooks for supported invoices, bills, expenses, customers, vendors, and accounts.
Create finance records
Create supported invoices, bills, expenses, payments, or accounting tasks in FreshBooks.
Update accounting data
Change supported amounts, categories, statuses, due dates, and record details in FreshBooks.
Flag finance work that needs attention
Check FreshBooks for overdue, unreconciled, rejected, or exceptional records.
Summarize financial activity
Bring supported balances, transactions, cash activity, and open items from FreshBooks into the chat.
Monitor recurring finance work
Run regular checks and coordinate close, payment, or reconciliation work in FreshBooks.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.
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