AI Agent for
FreshBooks
Connect FreshBooks to your AI voice and chat agent to look up invoices, check payment status, and pull client records — all during live calls.
How It Works
Get up and running in minutes — no code required.
Log into the Client Portal and assign FreshBooks to any agents that need it.
Configure the integration settings and integration prompt in the FONE app.
Your AI starts answering calls with live FreshBooks data, looking up invoices, checking payment status, and pulling client details.
Key Features
Everything your AI needs to handle FreshBooks inquiries like a pro.
Invoice Lookup
Your AI searches FreshBooks invoices by client name, invoice number, or amount — providing real-time status, due dates, and line-item details.
Client Management
Pull up client records during calls — outstanding balances, payment history, contact details, and project information from your FreshBooks account.
Payment Status
Callers can check if payments were received, invoices are overdue, or credits have been applied — your AI reads live data from FreshBooks.
Expense & Project Tracking
Your AI references project budgets and time entries so clients can ask about project costs, hours logged, and remaining budget.
See It in Action
Here's how your AI handles a real FreshBooks conversation.
Hey, I just want to make sure my payment went through for the website project.
I can check that for you. What's the name on the account?
Brightside Marketing.
I found your account. Your most recent invoice — #1203 for $4,500 for the website redesign project — shows a payment received on March 10th. That invoice is paid in full. You have no outstanding balance. Would you like me to email a receipt?
Frequently Asked Questions
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