Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
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FreshBooks

Work with FreshBooks Directly from Your Chat

Talk to Zenzap's FreshBooks AI agent like one of your team. Connect your account, then ask it to get things done, so work happens where the conversation does.

How Zenzap AI Agents Work

Connected
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FreshBooks FreshBooks

AI agents and connected tools,
right in the chat

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.

Brooklyn (You)

Hey @FreshBooks agent, follow up on our discussion and make the updates

Brooklyn (You)

Done. It's all in FreshBooks.

Turn chat decisions into FreshBooks updates

Your agent connects the conversation to FreshBooks, so what your team decides in the chat doesn't fall through the cracks.

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?

FreshBooks

Find financial records

Search FreshBooks for supported invoices, bills, expenses, customers, vendors, and accounts.

FreshBooks

Create finance records

Create supported invoices, bills, expenses, payments, or accounting tasks in FreshBooks.

FreshBooks

Update accounting data

Change supported amounts, categories, statuses, due dates, and record details in FreshBooks.

FreshBooks

Flag finance work that needs attention

Check FreshBooks for overdue, unreconciled, rejected, or exceptional records.

FreshBooks

Summarize financial activity

Bring supported balances, transactions, cash activity, and open items from FreshBooks into the chat.

FreshBooks

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.

Visit Trust Center
FreshBooks

About
FreshBooks

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.

AI Agents Have
Entered the Chat

Your conversations, team, AI agents, tasks, and tools in one place.

Start for free
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