FreshBooks works for Professional Service Providers.
September 20, 2024

FreshBooks works for Professional Service Providers.

Brad Schneider | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with FreshBooks

FreshBooks is the accounting and invoicing tool for my business coaching practice. I use recurring invoices with auto pay with clients and electronic payment receipts from the invoices I send. I manage all my expenses and have my bank account and credit cards automatically syncing to my account. My costs are mostly auto-categorized, so my bookkeeping and tax prep are seamless. I also use the time reporting features to track time spent on engagements. I use the reporting features to track my time spent with clients, the revenue billed by clients, and my monthly revenue targets.

Pros

  • Generating invoices from existing invoices and recurring templates.
  • Syncing bank accounts and credit cards.
  • Reporting capabilities are easy to use.
  • Converting proposals into invoices in one click.

Cons

  • The mobile app is not as robust as I would like compared to the website.
  • I would love to use the mileage tracker, but it is not as reliable as other apps that work.
  • I would love to see lower transaction fees.
  • I invoice clients in less than an hour per month.
  • I manage all client data, proposals, invoices, and payments in one place.
  • Recurring invoice structures get me paid sometimes up to 30 days faster.
  • I have one place to track my time, AR, expenses, proposals, and all my bookkeeping and tax needs.
The left-hand navigation of the software makes it super easy to find anything you need. I occasionally use the online help to ask questions in structured queries to find new and improved ways to do things I already have learned to do. The dashboard visual features are perfect for me to see where cash flow and profitability are at a glance. Because of these visual displays, I never fall behind in collecting.
There is no fluff and feature overload with FreshBooks. I can get to what I need quickly and easily. I don't have to deal with unnecessary features and fields the system considers essential. The payment features are streamlined and have lots of flexibility when receiving payments. I love FreshBooks support, and it is 100 more customer-friendly and easier to work with than its primary competitors from my experience.

Do you think FreshBooks delivers good value for the price?

Yes

Are you happy with FreshBooks's feature set?

Yes

Did FreshBooks live up to sales and marketing promises?

Yes

Did implementation of FreshBooks go as expected?

Yes

Would you buy FreshBooks again?

Yes

I recommend FreshBooks to anyone running a service-based business that needs invoicing, time reporting, and accounting tools. FB is adept in all three of these scenarios and isn't overly complicated like similar accounting packages I have used. I love how I can write estimates and proposals, manage the business development process from the software, and quickly convert prospects to invoiced clients.

FreshBooks Feature Ratings

9.5
Accounts payable
10
Accounts receivable
10
Expense management
9
Time tracking
9
Inventory Management ()
Not Rated
9.5
Pricing
9
Credit card processing
10
Payroll Management ()
Not Rated
9.5
Dashboards
10
Standard reports
9
10.0
API for custom integration
10
Plug-ins
10
10.0
Role-based user permissions
10

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