Uipath Marketplace
FreshBooks

FreshBooks

by UiPath

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Integration Service Connector

Runs

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Summary

Summary

FreshBooks, an online invoicing and accounting platform, efficiently streamlines financial management with key features like invoicing, expense tracking, and time management

Overview

Overview

Enhance your financial management with FreshBooks, an online invoicing and accounting platform renowned for its efficiency in streamlining key processes such as invoicing, expense tracking, and time management.

Before initiating automation processes, it is important to establish a secure connection with your FreshBooks instance. Comprehensive step-by-step instructions for authentication can be found on the dedicated FreshBooks authentication page.

Leverage the connectivity provided to enable FreshBooks activities within UiPath Studio. This integration empowers you to seamlessly execute a spectrum of operations including create, read, update, and delete functions across your FreshBooks objects, facilitating comprehensive automation tailored to your needs.

Note: At present, the FreshBooks connector does not offer support for events and is in Preview mode.

Features

Features

FreshBooks, when integrated with UiPath or utilized independently, offers a range of benefits tailored to streamline financial management and automate accounting tasks:

  1. Invoicing Efficiency: Generate and send professional invoices swiftly.
  2. Expense Tracking: Capture expenses easily using mobile apps or desktop interfaces.
  3. Time Tracking and Billing: Monitor billable hours accurately with integrated time tracking features.
  4. Financial Reporting: Access customizable financial reports to gain insights into business performance.

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