# FreshBooks — Double-entry small-business ledger built around invoicing, with a read-only Claude connector for questions. > Source: Tick Mark Books — https://tickmarkbooks.com/freshbooks (structured, researched, re-verified) FreshBooks is cloud accounting software for small businesses and freelancers that combines invoicing, payments, expenses, time tracking and double-entry reports in one account. A free read-only Claude connector answers plain-language questions about that data. **Best for:** Service businesses and freelancers who bill clients and want their books in the same place | Fact | Value | | --- | --- | | Website | https://www.freshbooks.com/ | | Category | Accounting software, Bookkeepers and accounting firms, Cheapest accounting software, Freelancers and the self-employed, Small businesses | | Open source | No | | Price | $23 a month | | Price checked | 28 October 2026 | Screenshot of FreshBooks: https://tickmarkbooks.com/img/1920/screenshots/freshbooks.webp, captured 28 October 2026 **What we checked** - Pages last read: 28 October 2026 - Price on its site: From $23 a month (From its pricing page) ## FreshBooks in our research **Also named in** - [Freelancer accounting software with bank feeds](https://tickmarkbooks.com/collections/freelancer-accounting-software-with-bank-feeds) · Collection ## What it costs A month of books at 100 transactions: $43 a month at 100 transactions, on Plus ## FreshBooks price and plans Prices excluding tax, as FreshBooks publishes them. | Plan | Price | What's included | | --- | --- | --- | | Lite | $23 a month | Keeps no full set of books; Flat fee | | Plus | $43 a month | Flat fee; adds Reconciles your accounts; adds Reads receipts and bills; adds Accrual books and reports; adds Your accountant can sign in | | Premium | $70 a month | Flat fee; adds Profit by project or job | Pricing page as we captured it: https://tickmarkbooks.com/img/1920/screenshots/freshbooks/pricing.webp, captured 28 October 2026 Read on https://www.freshbooks.com/pricing, 28 October 2026. ## What FreshBooks costs at your volume | Transactions | Cost | Plan | | --- | --- | --- | | 100 | $43 a month | Plus | | 500 | $43 a month | Plus | ## What we checked on FreshBooks ### What it costs to keep your books **Cost at 100 transactions a month** · Yes — $43 a month on Plus for 100 transactions. > Plus ⭐ Most Popular $ 8 .60 USD/mo 80% Off for 4 Months Was $43.00 | Save $137.60 $ 43 .00 USD/mo ... Send invoices to 50 clients > — https://www.freshbooks.com/pricing · Plus plan card, checked 26 October 2026 **Cost at 500 transactions a month** · Yes — $43 a month on Plus for 500 transactions. > Plus ⭐ Most Popular $ 8 .60 USD/mo 80% Off for 4 Months Was $43.00 | Save $137.60 $ 43 .00 USD/mo ... Send invoices to 50 clients > — https://www.freshbooks.com/pricing · Plus plan card, checked 26 October 2026 **Cost for a solo freelancer** · Yes — A freelancer pays $23 a month on Lite, which imports bank and card transactions automatically and tracks expenses; automatic receipt data capture and bank reconciliation only begin on Plus at $43. > Lite ($23.00) > — https://www.freshbooks.com/pricing · Compare all plans table header, Lite column, checked 28 October 2026 **Promotion and regular price** · Yes — promotion: the headline rate is 80% off for four months on Lite, Plus and Premium bought between October 15 and November 16, 2026, after which the regular $23, $43 or $70 a month applies. > purchase a monthly, or yearly Lite, Plus or Premium FreshBooks plan at 80% off for 4 months between 09:00 AM EST on October 15, 2026 and 11:59 PM EST on November 16, 2026 > — https://www.freshbooks.com/policies/buy-now-offer · Buy now offer: Terms and Conditions, 'How to qualify' section, checked 28 October 2026 **Ledger included** · Yes — FreshBooks is the ledger itself, with its own chart of accounts and double-entry reports, so no QuickBooks or Xero subscription sits underneath it; double-entry reports start on Plus. > In FreshBooks, you and your accountant have access to all of the double-entry accounting reports you need to properly operate and grow your small business. > — https://www.freshbooks.com/pricing · Pricing FAQ, 'What's is double-entry accounting?' answer, checked 28 October 2026 **What the price is based on** · Yes — Pricing is a flat monthly fee per business, not per transaction or per bank account, with per-user team seats and payroll charged on top as published add-ons. > Team Members (per person) $11/mo > — https://www.freshbooks.com/pricing · Compare all plans, Add-ons table, Team Members row, checked 28 October 2026 **Users included** · Yes — Each plan covers the owner's own login and extra team members cost $11 a month each; only the quote-priced Select plan bundles two team member accounts at no extra charge. > Team Members (per person) $11/mo > — https://www.freshbooks.com/pricing · Compare all plans, Add-ons table, Team Members row, checked 28 October 2026 **Past your plan’s limits** · Partly — The published ceiling is billable clients, not transactions: Lite stops at five and Plus at fifty, and you free a slot by deleting a client rather than paying an overage. No transaction or bank-account cap is published. > The client limit on each of FreshBooks plans refers to the number of both active and archived clients in your account. > — https://www.freshbooks.com/pricing · Pricing FAQ, 'How do client limits work in FreshBooks pricing?' answer, checked 28 October 2026 **Catching up past months** · Yes — FreshBooks' bookkeeping service says its partners will clean up months you are behind on, but the price is quoted after a call rather than published. > Do you offer catch‑up bookkeeping? Yes. If you're behind, our partners can help you get caught up and stay on track. > — https://www.freshbooks.com/bookkeeping · Frequently Asked Questions, catch-up bookkeeping answer, checked 28 October 2026 **Notice before a price rise** · No — The terms promise no notice period: FreshBooks may change the fees at any time and says modifications take effect immediately once it emails you or posts a notice. > any changes or modifications will be effective immediately upon such notice > — https://www.freshbooks.com/policies/terms-of-service · Terms of Service, opening section on changes to the Terms, checked 28 October 2026 ### What the AI does with your books **What the AI does** · Yes — The AI is a connector that lets Claude read your FreshBooks data and answer plain-language questions about invoices, expenses and cash flow; it cannot post, edit or categorize anything. > The FreshBooks Connector is read-only. Claude can look at your data, but can't make changes to your account. > — https://www.freshbooks.com/ai/claude · 'How it works' section, checked 28 October 2026 **What the AI costs** · Yes — add-on, but a free one: the Claude connector costs nothing extra on any FreshBooks account, though you need a Claude account and free Claude plans allow only one connector. > Does this cost anything extra? No. The FreshBooks Connector is a free add-on for all FreshBooks accounts. > — https://www.freshbooks.com/ai/claude · Frequently Asked Questions, cost answer, checked 28 October 2026 **Categorizes transactions** · Yes — Connected bank and card feeds are categorized automatically and receipts are scanned into categories with tax time in mind; the pages do not say whether it learns from your corrections. > Keep track of your expenses with mobile receipt scanning, bank account imports, and automated expense categorization. > — https://www.freshbooks.com/ · 'The features you need. All in one place.' section, Expenses card, checked 28 October 2026 **Reconciles your accounts** · Partly — Bank reconciliation is a real feature but it is withheld from the cheapest paid plan: the comparison table gives it to Plus, Premium and Select and leaves the Lite column blank. > Bank Reconciliation > — https://www.freshbooks.com/pricing · Compare all plans, Managing Your Business table, Bank Reconciliation row, checked 28 October 2026 **Reads receipts and bills** · Partly — You can photograph or email a receipt and have the merchant, totals and taxes read off it, but automatic expense receipt data capture and emailed receipts begin on Plus, and bill receipt capture on Premium. > Auto-capture the merchant, totals, and taxes Email receipts directly to your account to capture transactions > — https://www.freshbooks.com/expenses-and-receipts-tracking · 'Automatic mobile receipt scanning' section bullets, checked 28 October 2026 **Pays your bills** · Partly — Bills can be forwarded in, scheduled and paid to any vendor by ACH or check on every plan, but the accounts payable module is Premium and above and no approval routing is described anywhere. > FreshBooks Bill Pay* makes it easy for small businesses to manage bills, schedule payments, and pay any vendor by ACH or check. > — https://www.freshbooks.com/bill-pay · Hero section beneath 'pay bills without leaving FreshBooks', checked 28 October 2026 **Sends invoices** · Yes — Invoicing is the heart of the product: unlimited customized invoices, recurring templates, late fees and reminders on every plan, with card, ACH and wallet payments recorded against the invoice. > Create professional invoices in minutes. Automatically add tracked time and expenses, calculate taxes, and customize your payment options. > — https://www.freshbooks.com/ · 'The features you need. All in one place.' section, Invoicing card, checked 28 October 2026 **Accrual books and reports** · Partly — Profit and Loss, Balance Sheet and Trial Balance reports are produced from a double-entry ledger, but double-entry accounting reports are withheld from Lite, and no page says whether the books are kept on an accrual basis. > detailed, tax-ready financial reports like Profit and Loss, Balance Sheet, and Trial Balance reports > — https://www.freshbooks.com/accounting · 'Tax time ready, all year long' section, checked 28 October 2026 ### Who checks the AI’s work **People check the books** · Partly — Nobody checks the books on a software plan; review only comes if you buy the separate bookkeeping service, where partner bookkeepers categorize transactions and reconcile accounts for you. > Our partners categorize transactions, reconcile accounts, and keep your general ledger tidy. > — https://www.freshbooks.com/bookkeeping · 'Clean, accurate books' section, checked 28 October 2026 **Your own bookkeeper** · Yes — The bookkeeping service is sold on dedicated bookkeepers you can hand the busywork to, but it is a separate quote-priced engagement rather than part of a Lite, Plus or Premium subscription. > Dedicated bookkeepers Your time is money. Manual entry doesn't just feel tedious, it pulls you away from customers and growth. > — https://www.freshbooks.com/bookkeeping · 'Dedicated bookkeepers' section heading and lead paragraph, checked 28 October 2026 **Your accountant can sign in** · Partly — Accountant access is a distinct role from a paid team member seat and is not charged for, but it is absent from the Lite column and starts on Plus. > Accountant Access > — https://www.freshbooks.com/pricing · Compare all plans, Managing Your Business table, Accountant Access row, checked 28 October 2026 ### Where your books live and what it connects to **Bank and card feeds** · Yes — Automated bank import is on every plan, including Lite, and the vendor says the account refreshes daily with recent spending once a bank or card is connected. > Connect your bank account or credit card to FreshBooks and say goodbye to manual entry. Every day your FreshBooks account will be updated with your most recent spending > — https://www.freshbooks.com/expenses-and-receipts-tracking · 'Track your business expenses without lifting a finger' section, checked 28 October 2026 **Stripe** · Yes — Gusto drives the built-in payroll and PayPal and Stripe are supported payment processors across an app store of more than a hundred partners > Accept online payments from your clients using FreshBooks Payments, PayPal, or Stripe. > — https://support.freshbooks.com/hc/en-us · Help Center top categories, Payments category description, checked 28 October 2026 **Shopify** · No — Shopify and Square connections are not documented on the pages read. > Accept online payments from your clients using FreshBooks Payments, PayPal, or Stripe. > — https://support.freshbooks.com/hc/en-us · Help Center top categories, Payments category description, checked 28 October 2026 **PayPal** · Yes — Gusto drives the built-in payroll and PayPal and Stripe are supported payment processors across an app store of more than a hundred partners > Accept online payments from your clients using FreshBooks Payments, PayPal, or Stripe. > — https://support.freshbooks.com/hc/en-us · Help Center top categories, Payments category description, checked 28 October 2026 **Square** · No — Shopify and Square connections are not documented on the pages read. > Accept online payments from your clients using FreshBooks Payments, PayPal, or Stripe. > — https://support.freshbooks.com/hc/en-us · Help Center top categories, Payments category description, checked 28 October 2026 **Gusto payroll** · Yes — Gusto drives the built-in payroll and PayPal and Stripe are supported payment processors across an app store of more than a hundred partners > Accept online payments from your clients using FreshBooks Payments, PayPal, or Stripe. > — https://support.freshbooks.com/hc/en-us · Help Center top categories, Payments category description, checked 28 October 2026 **Payroll** · Yes — add-on: FreshBooks Payroll is powered by Gusto and costs $40 a month plus $6 per user on top of any plan, with pay-run transactions recorded back into the books automatically. > FreshBooks Payroll $40/mo plus $6/mo per user > — https://www.freshbooks.com/pricing · Compare all plans, Add-ons table, FreshBooks Payroll row, checked 28 October 2026 **Moves your history in** · Partly — Easy Switch has specialists move expenses, invoices and client details across from QuickBooks, but no price is published and the plan table lists Easy Switch only in the Select column, which contradicts the open offer on its own page. > With Easy Switch , our specialists will handle the heavy lifting, moving all your important info (like expenses, invoices, and client details) from QuickBooks to FreshBooks. > — https://www.freshbooks.com/switch-to-freshbooks · Easy Switch page, lead section, checked 28 October 2026 **Platforms** · Yes — web, ios, android: the product is entirely browser-based with nothing to install on a computer, and separate iOS and Android apps sync the same account for phone use. > FreshBooks and all FreshBooks features are 100% web-based, meaning you can access them anywhere. There's no accounting software to install on your computer. > — https://www.freshbooks.com/pricing · Pricing FAQ, 'Do I need to install any software?' answer, checked 28 October 2026 **Getting your books out** · Yes — Standard reports including Profit and Loss, Balance Sheet, Trial Balance and Sales Tax Summary can be downloaded to hand to an accountant; a single full general-ledger export file is not described. > FreshBooks gives you standard business reports to help you understand your business's health. Better yet, you can even easily download the reports to share with your accountant. > — https://www.freshbooks.com/accounting · Accounting FAQ, 'Can FreshBooks generate financial reports?' answer, checked 28 October 2026 ### Taxes **Files your tax return** · Partly — FreshBooks does not file an income tax return itself; it produces the reports you file from and refers you to vetted partners, with filing offered only as an add-on to the bookkeeping service. > If you need double-entry accounting or bookkeeping help with filling out your return, check out our Accounting Partner Program to get matched with one of our vetted accounting or tax professionals. > — https://www.freshbooks.com/pricing · Pricing FAQ, 'Is FreshBooks just an accounting solution or will it help me fill out my tax return?' answer, checked 28 October 2026 **Calculates sales tax** · Yes — Invoices calculate taxes as they are built and a Sales Tax Summary report shows what has been charged; the pages do not claim state-by-state US rate determination or liability tracking. > From Profit and Loss to the Sales Tax Summary, FreshBooks gives you standard business reports to help you understand your business's health. > — https://www.freshbooks.com/accounting · Accounting FAQ, 'Can FreshBooks generate financial reports?' answer, checked 28 October 2026 **Files sales tax** · Partly — Filing exists only for UK VAT, where the UK plans submit MTD-compliant returns straight to HMRC; on the US site sales tax is reported rather than filed or paid for you. > Submit MTD-compliant VAT returns directly to HMRC > — https://www.freshbooks.com/en-gb/pricing · UK pricing page, plan card feature list, checked 28 October 2026 ### What it keeps track of **Mileage** · Yes — Mobile mileage tracking is built into the apps on every plan, logging trips automatically for Android users while iOS users start and stop each trip themselves. > for iOS users, you can manually start a trip in the app before you drive and end it when you arrive. For Android users, the mileage tracker will automatically log all your trips. > — https://www.freshbooks.com/mileage-tracking-app · Mileage tracking FAQ on setting up tracking, checked 28 October 2026 **Billable time** · Yes — Unlimited time tracking is included on every plan and tracked hours flow onto invoices automatically together with billable expenses. > Unlimited Time-Tracking > — https://www.freshbooks.com/pricing · Compare all plans, Managing Your Business table, Unlimited Time-Tracking row, checked 28 October 2026 **Profit by project or job** · Partly — Project profitability reporting, with a widget plus summary and detail reports, needs Premium at $70 a month; cheaper plans only manage project budgets and billing. > Project Profitability > — https://www.freshbooks.com/pricing · Compare all plans, Managing Your Business table, Project Profitability row, checked 28 October 2026 ### Who it is built for **For accounting firms** · Yes — The Accounting Partner Program is a standing program for accounting professionals with education, technology and client-workflow benefits; firm-level pricing, a multi-client console and white labeling are not described on it. > The FreshBooks Accounting Partner Program is for any accounting professional looking to establish deeper relationships with clients. > — https://www.freshbooks.com/partner · Partner page FAQ, 'I'm unsure which partner program fits me the best' answer, checked 28 October 2026 **Australia** · Partly — Separate storefronts sell to US, Canadian, UK and Australian businesses in USD, CAD, GBP and AUD, and the UK version submits MTD-compliant VAT returns to HMRC Canadian and Australian tax specifics are not spelled out. > Submit MTD-compliant VAT returns directly to HMRC > — https://www.freshbooks.com/en-gb/pricing · UK pricing page plan cards; parallel en-ca and en-au pricing pages quote CAD and AUD, checked 28 October 2026 ### Trying it, starting and getting help **Free trial or free plan** · Partly — You can run your own books for 30 days at no charge with no credit card and no contract, but there is no standing free plan once the trial ends. > you get unlimited access to FreshBooks accounting software through our 30-day free trial, with no contracts and no credit card required > — https://www.freshbooks.com/pricing · Pricing FAQ, 'How does the 30-day free trial work?' answer, checked 28 October 2026 **Sign up without a sales call** · Yes — Lite, Plus and Premium are bought online through Buy Now links with no call required; only the unpriced Select plan routes you to a consultant. > No credit card required. Cancel anytime. > — https://www.freshbooks.com/accounting · Accounting page hero, beneath the Buy Now & Save button, checked 28 October 2026 **Contract and cancelling** · Yes — Plans are month-to-month with no contract and cancellation any time, and purchases carry a 30-day money-back guarantee on the subscription fee; yearly billing is an option, not a requirement. > FreshBooks offers a 30-day money-back guarantee on your FreshBooks subscription fee. > — https://www.freshbooks.com/policies/buy-now-offer · Buy now offer terms, money-back guarantee paragraph, checked 28 October 2026 **Support** · Yes — Phone and email support are included and the team is said never to transfer you onward, with dedicated phone support reserved for Select; business hours and response times are not published. > You even get free phone and email support in case you have questions about setting up your account. > — https://www.freshbooks.com/pricing · Pricing FAQ, 'How does the 30-day free trial work?' answer, checked 28 October 2026 ## FreshBooks alternatives - [FreeAgent](https://tickmarkbooks.com/freeagent) · From £10 a month (about $13): UK cloud accounting with HMRC filing, bank feeds and AI receipt capture, priced per business type. - [Zoho Books](https://tickmarkbooks.com/zoho-books) · Free plan, then $20 a month: Cloud accounting ledger with Zia AI, bank feeds, sales tax and 1099 e-filing, from $20 a month. - [Puzzle](https://tickmarkbooks.com/puzzle) · No list price: AI-native accounting software with optional bookkeeper services for startups and small businesses. - [Pilot](https://tickmarkbooks.com/pilot) · No list price: A bookkeeping and tax service for startups that pairs software-driven dashboards with human financial advisors. - [Booke AI](https://tickmarkbooks.com/booke-ai) · No list price: An AI bookkeeper that works inside QuickBooks Online and Xero to categorize transactions and match documents. - [SimpleAI](https://tickmarkbooks.com/simpleai) · From $79 a month: AI agents that extract, classify and reconcile accounting documents, then publish them into Xero or QuickBooks. - [Sage Accounting](https://tickmarkbooks.com/sage-accounting) · From £20 a month (about $27): Sage's cloud small-business ledger with built-in payroll and the Sage Copilot assistant; US edition retired. - [QuickBooks Online](https://tickmarkbooks.com/quickbooks-online) · Free plan, then $38 a month: Intuit's cloud ledger, now with Intuit Intelligence agents that categorize, reconcile and flag errors. - [Xero](https://tickmarkbooks.com/xero) · From $27 a month: Small-business ledger with a JAX assistant that answers questions in plain language; unlimited users on every plan. 6 of the 9 publish a price. [All 9 alternatives](https://tickmarkbooks.com/freshbooks/alternatives/) ## Sources and changes Last changed 28 October 2026 **Sources** (14) - https://www.freshbooks.com/pricing, read 28 October 2026 - https://www.freshbooks.com/accounting, read 28 October 2026 - https://www.freshbooks.com/bookkeeping, read 28 October 2026 - https://www.freshbooks.com/, read 28 October 2026 - https://www.freshbooks.com/ai/claude, read 28 October 2026 - https://www.freshbooks.com/en-gb/pricing, read 28 October 2026 - https://www.freshbooks.com/expenses-and-receipts-tracking, read 28 October 2026 - https://www.freshbooks.com/policies/buy-now-offer, read 28 October 2026 - https://www.freshbooks.com/bill-pay, read 28 October 2026 - https://support.freshbooks.com/hc/en-us, read 28 October 2026 - https://www.freshbooks.com/mileage-tracking-app, read 28 October 2026 - https://www.freshbooks.com/partner, read 28 October 2026 - https://www.freshbooks.com/policies/terms-of-service, read 28 October 2026 - https://www.freshbooks.com/switch-to-freshbooks, read 28 October 2026 ## Is this yours? Claim FreshBooks: https://tickmarkbooks.com/claim/freshbooks Report an error if a fact is wrong: hello@tickmarkbooks.com, subject "Report an error: FreshBooks (freshbooks)".