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Canonical public Product identity
FreshBooks
Public product profile
FreshBooks is an active small-business cloud accounting platform with invoicing, plan-scoped double-entry accounting and financial reports, user/plan-scoped Accounts Payable, bank reconciliation, accountant collaboration, payments, projects/time, integrations and documented APIs.
Canonical domainwww.freshbooks.com
CategoriesAccounting Software
Identity & Overview
Product identity
Canonical NameFreshBooks
Canonical URLhttps://www.freshbooks.com/accounting
Product TypeSoftware platform
Aliases
- FreshBooks Accounting
- FreshBooks Cloud Accounting
Operating company
Context
An operating company is shown in the overview only when its public relationship is verified.
An operating company is shown in the overview only when its public relationship is verified.
Category
Context
Current public categories are shown in the overview.
Current public categories are shown in the overview.
Official destinations
Brand & claim
Context
Brand display and verified ownership require separate permission. Research alone grants neither.
Brand display and verified ownership require separate permission. Research alone grants neither.
Verified summary
SummaryFreshBooks is an active small-business cloud accounting platform with invoicing, plan-scoped double-entry accounting and financial reports, user/plan-scoped Accounts Payable, bank reconciliation, accountant collaboration, payments, projects/time, integrations and documented APIs.
Verified At2026-11-08
Features & Pricing
Capabilities & limitations
Core accounting, plan, security and API capabilities were rechecked; the manual CSV/PDF export reference remains a dated prior observation after current retrieval failures.
Capability Items
- double-entry accounting on Plus/Premium/Select
- chart of accounts
- journal entries
- Balance Sheet
- Cash Flow report
- General Ledger report
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- Trial Balance report
- Journal Entry report
- bank connections
- bank reconciliation on Plus/Premium/Select
- invoicing
- recurring invoices
- online payments
- expense tracking
- receipt scanning
- Accounts Payable on Premium/Select
- Bills and Vendors on Premium/Select
- bill pay for supported U.S. businesses
- tax-time reports
- project profitability
- projects/time tracking
- payroll add-on
- accountant access
- Accountant Full Access role
- role-based permissions
- Audit Log visibility
- mandatory FreshBooks 2FA
- email verification code
- TOTP authenticator support
- OAuth 2.0 APIs
- signed webhook callbacks
- 100+ provider-advertised integrations
- Select Easy Switch
- Select dedicated support
Product BoundaryLite/Plus/Premium/Select remain one FreshBooks product with different entitlements. Full accounting is Plus/Premium/Select; AP Bills/Vendors depend on plan/account access, including Premium/Select and certain other users. Payroll, Advanced Payments, roles and migration services are adjacent entitlements or services, not duplicate ProductIDs.
Limitations
- Lite lacks full double-entry accounting features.
- Accounts Payable access is plan/account dependent; Premium/Select and certain other users are documented, rather than every account.
- Temporary 80%-off promotion is not base price.
- No exact comparable external ordinal is frozen.
- No product-specific current SOC/ISO assurance claim is frozen in this slice.
- No independent VAE accounting/tax/automation benchmark is complete.
QuotasPLAN_CLIENT_TEAM_PAYMENT_PAYROLL_AND_FEATURE_DEPENDENT
Plan EntitlementsLITE_PLUS_PREMIUM_SELECT_AND_OPTIONAL_ADD_ON_DEPENDENT
Pricing & commercial model
Pricing ModelPer business plan subscription with client limits optional add ons payment fees and promotions
Pricing Snapshot At2026-11-08
Plans
- Name Lite
- Price Context US base list USD 23/month; observed promo USD 4.60/month for 4 months; 5 billable clients; no full double entry accounting
- Name Plus
- Price Context US base list USD 43/month; observed promo USD 8.60/month for 4 months; 50 billable clients; double entry accounting and core accounting reports
- Name Premium
- Price Context US base list USD 70/month; observed promo USD 14/month for 4 months; unlimited billable clients; double entry plus accounts payable
- Name Select
- Price Context Custom quote; unlimited clients; premium accounting/ap plus migration dedicated support and advanced payments included
Currencies And RegionsRegion specific pricing tax and payment context
Minimum CommitmentsCurrent public page monthly or yearly billing context; money back/trial promotion terms separate
OveragesTeam member advanced payments payroll and processing fees may apply
API Usage PricingNo separate universal public numeric API fee recorded in this profile
Implementation & total cost
TCO varies by plan, client count, team members, payment processing, payroll, migration, integrations and accountant/bookkeeper involvement.
Cost Components
- subscription plan
- team member seats
- Advanced Payments
- FreshBooks Payroll
- payment processing
- migration/setup
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- accountant/bookkeeper services
- integrations
Implementation Requirements
- business profile
- clients/vendors
- chart of accounts and opening balances where using accounting
- bank connections
- tax settings
- roles/accountant access
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- historical migration
- payment/integration setup
Egress CostsDocumented API context; current manual export costs and scope not verified
Migration CostsClient invoice expense vendor bill ledger bank project and attachment dependent
Platforms & deployment
Current evidence establishes managed web/mobile SaaS, but no universal customer-selectable data-residency region is frozen.
Platforms
- Web SaaS
- iOS app
- Android app
- Integrations and APIs
Deployment Modes
- FreshBooks managed cloud SaaS
Regions
- Global with region specific payment payroll and tax features
Data ResidencyFreshBooks privacy DPA and service provider context dependent; no universal customer selectable region recorded in this profile
Tenancy ModelManaged cloud SaaS
Regional RestrictionsPayments payroll banking tax and local law dependent
Official downloads & access
Official Source Verified means the destination identity was checked on the recorded date. It is not a malware-free guarantee, security certification, endorsement or compatibility warranty. Availability and requirements depend on your device, account and region. AppsWide does not host installers.
| Platform | Availability & limits | Official source |
|---|---|---|
| Windows | Not verified Native application distribution has not been verified. Web access is listed separately below. | No verified download link |
| macOS | Not verified Native application distribution has not been verified. Web access is listed separately below. | No verified download link |
| Linux | Not verified Native application distribution has not been verified. Web access is listed separately below. | No verified download link |
| Android | Device limited Companion app; Google Play Services and an eligible device/account are required. Check the store for your region. | View on Google Play ↗Official Source Verified · 2026-11-09 FreshBooks Cloud Accounting · 2ndSite Inc |
| iOS | Device limited iPhone/iPad companion app. Provider and store OS guidance differs; check the current App Store compatibility and regional availability. | View on the App Store ↗Official Source Verified · 2026-11-09 FreshBooks · 2ndSite Inc |
| iPadOS | Device limited iPhone/iPad companion app. Provider and store OS guidance differs; check the current App Store compatibility and regional availability. | View on the App Store ↗Official Source Verified · 2026-11-09 FreshBooks · 2ndSite Inc |
| Web | Available Browser-based service. An account and supported browser are required; features and availability can vary by region. | Open FreshBooks web login ↗Official Source Verified · 2026-11-09 FreshBooks |
Integrations & interoperability
Current API documentation is verified; manual CSV/PDF export details retain their prior 2026-09-06 observation because the export support URL timed out during this refresh.
Integrations
- 100+ provider-advertised integrations
- payments
- payroll
- bank connections
- business apps
- webhooks
API StatusPublic documented FreshBooks APIs
API SpecFreshBooks HTTP APIs
API VersionCURRENT_DEVELOPER_PLATFORM_DEPENDENT
Deprecation PolicyFreshBooks API documentation and change policy dependent
Auth MethodsOAuth 2.0
Rate LimitsAPI endpoint and platform dependent
WebhooksSupported with verification and HMAC SHA-256 signatures
SDKSDeveloper community and HTTP API context
Enterprise IdentityFreshBooks account 2FA and role controls; no universal SSO entitlement recorded in this profile
Privacy & Trust
Privacy & data
Current posted policy URLs and 2NDSITE operator identity were rechecked. This is not legal interpretation, a universal DPA/data-residency assurance or a compliance certification.
Controller Processor Role2NDSITE INC/FRESHBOOKS PRIVACY ROLE FOR OWN SERVICE PROCESSING; INTERNATIONAL DPA DEFINES PROCESSOR CONTEXT FOR COVERED CUSTOMER PERSONAL DATA
Processing PurposesProvide accounting, invoicing, payment, banking, project/time, payroll/add-on, support, security, API and service-improvement functions.
Data CategoriesAccount/profile data, business accounting and transaction records, clients/vendors, invoices/bills, payment data, bank-connection data, usage/security/support metadata.
Model Training UseNo universal FreshBooks ai model training claim recorded in this profile in this accounting slice
RetentionCurrent privacy policy legal and service needs dependent
DeletionPrivacy rights contract and legal recordkeeping dependent
DPACurrent FreshBooks international DPA context
SubprocessorsFreshBooks service provider context not fully recorded in this profile here
Cross Border MechanismsPrivacy DPA and applicable transfer mechanism dependent
Security & enterprise readiness
Security Controls
- mandatory 2FA for FreshBooks email/password logins
- email one-time verification code
- authenticator-app TOTP
- temporary lockout after excessive failed login attempts
- remembered-device context
- role-based permissions
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- accountant/accountant-full-access roles
- Audit Log visibility for supported roles
- OAuth 2.0 API authorization
- HMAC-SHA256 webhook signature verification
Security ContactFreshBooks support privacy and security context
Vdp PsirtNo product specific vdp record recorded in this profile in this slice
MFAMandatory FreshBooks 2FA for email password login with email or totp; external apple google sign in follows idp flow
SSONo universal business SSO entitlement recorded in this profile
RBACOwner admin manager employee accountant accountant full access contractor and other role context
Audit LoggingAudit log visibility for supported roles plus accounting transaction history context
EncryptionCurrent terms security technology context not reduced to one certification claim
Key ManagementManaged service context
CertificationsNO_CURRENT_PRODUCT_SPECIFIC_SOC_OR_ISO_ASSURANCE_FROZEN_IN_THIS_SLICE
Security AssessmentSTRONG_ACCOUNT_AUTH_ROLE_API_WEBHOOK_SECURITY_EVIDENCE_WITH_ENTERPRISE_ASSURANCE_CERTIFICATION_GAP_EXPLICIT
Software supply chain
Unavailable
No complete public FreshBooks managed-SaaS SBOM/VEX/software-provenance packet is frozen in this evidence slice.
No complete public FreshBooks managed-SaaS SBOM/VEX/software-provenance packet is frozen in this evidence slice.
AI transparency & evaluation
Unavailable
No current canonical product-wide FreshBooks AI feature set with sufficient evidence is frozen in this accounting slice; VAE does not infer AI behavior from generic automation.
No current canonical product-wide FreshBooks AI feature set with sufficient evidence is frozen in this accounting slice; VAE does not infer AI behavior from generic automation.
Accessibility
No current VAE-frozen FreshBooks product-specific ACR/VPAT or universal formal WCAG conformance packet is established in this slice.
Accessibility StandardCLOUD_ACCOUNTING_WEB_MOBILE_CONTEXT
Conformance LevelUnavailable
ACR VPATUnavailable
Evaluation MethodUnavailable
Known GapsCURRENT_FORMAL_CONFORMANCE_ARTIFACT_NOT_FROZEN
Legal & usage terms
Current posted policy URLs and 2NDSITE operator identity were rechecked. This is not legal interpretation, a universal DPA/data-residency assurance or a compliance certification.
Privacy Policy URLhttps://www.freshbooks.com/policies/privacy
AupFreshBooks terms and service rules context
DPACurrent international DPA context
License Or Usage TermsCommercial service use is subscription/plan dependent. VAE freezes no standalone public graphical logo/trademark reuse authorization.
Governing LawCurrent terms and customer region dependent
User Content IP RightsCustomer data and FreshBooks terms context
Export RestrictionsApplicable law and terms
Regional RestrictionsPayments payroll tax banking and local law dependent
Regulatory context
Accounting, tax, payments, privacy and payroll obligations depend on customer jurisdiction and enabled services; VAE does not certify tax, PCI or accounting-regulatory compliance.
Jurisdictions
- Global with canada US EU and other privacy payment accounting context
Product Class Obligations
- business accounting records
- privacy/data rights
- payment security
- tax-time reporting
- payroll/payment add-on boundaries
- access controls
Compliance Statuses
- mandatory 2FA provider rationale tied to PCI DSS 4.0 payment requirements
- privacy policy/DPA context
- tax-time reports
Rankings & Evidence
Evidence & research
Eighteen official source URLs were rechecked; the export article timed out and retains its earlier retrieval date. Unknown certification, residency, benchmark, assurance and graphical rights remain unknown.
Observed Retrieved Dates
- Source Id src_accounting
- Retrieved At 2026-11-08
- Source Id src_pricing
- Retrieved At 2026-11-08
- Source Id src_get_started
- Retrieved At 2026-11-08
- Source Id src_bank_rec
- Retrieved At 2026-11-08
- Source Id src_bills
- Retrieved At 2026-11-08
- Source Id src_vendors
- Retrieved At 2026-11-08
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- Source Id src_gl
- Retrieved At 2026-11-08
- Source Id src_cashflow
- Retrieved At 2026-11-08
- Source Id src_balance_sheet
- Retrieved At 2026-11-08
- Source Id src_trial_balance
- Retrieved At 2026-11-08
- Source Id src_journals
- Retrieved At 2026-11-08
- Source Id src_roles
- Retrieved At 2026-11-08
- Source Id src_2fa
- Retrieved At 2026-11-08
- Source Id src_api_auth
- Retrieved At 2026-11-08
- Source Id src_webhooks
- Retrieved At 2026-11-08
- Source Id src_export
- Retrieved At 2026-09-06
- Source Id src_terms
- Retrieved At 2026-11-08
- Source Id src_privacy
- Retrieved At 2026-11-08
- Source Id src_status
- Retrieved At 2026-11-08
Effective Expiry Dates
- Source Id src_pricing
- Expiry NOT_ESTABLISHED_BY_DATED_OBSERVATION; provider terms or rolling status may change
- Observed On 2026-11-08
- Source Id src_status
- Expiry NOT_ESTABLISHED_BY_DATED_OBSERVATION; provider terms or rolling status may change
- Observed On 2026-11-08
Uncertainty & evidence gaps
Evidence Gaps
- No universal FreshBooks contractual SLA/SLO/RTO/RPO is frozen.
- No universal customer-selectable data residency is frozen.
- No product-specific current SOC/ISO assurance is frozen.
- No exact comparable current external ordinal is frozen.
- No independent VAE accounting/tax/automation benchmark is complete.
- No VAE-specific graphical FreshBooks logo permission is frozen.
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- The prior manual export support article was not retrieved in the 2026-11-08 refresh.
Contradictions
- Lite is the same FreshBooks product but lacks full double-entry accounting.
- Double-entry accounting/reporting is Plus/Premium/Select plan scoped.
- Accounts Payable Bills/Vendors are Premium/Select plan scoped.
- Promotional prices do not replace base list prices.
- FreshBooks email/password login requires FreshBooks 2FA, while Apple/Google sign-in follows external IdP flow.
- Official product identity and standalone graphical reuse have separate authority.
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- Current provider pages show an 80%-off/four-month promotion, replacing the prior 90%-off/three-month snapshot; both are dated observations, not future price guarantees.
- Bills/Vendors documentation includes specified users as well as Premium/Select; availability is not generalized to all accounts.
Ranking context
Context
Research does not assign a rank. Any published rank requires its own current category receipt.
Research does not assign a rank. Any published rank requires its own current category receipt.
Reviews & verified experience
Unavailable
No governed VAE verified-experience corpus established for FreshBooks.
No governed VAE verified-experience corpus established for FreshBooks.
Comparison & benchmark context
Unavailable
No aligned independent VAE accounting benchmark frozen for FreshBooks.
No aligned independent VAE accounting benchmark frozen for FreshBooks.
Performance scorecard
Not Verified
No VAE-governed independent FreshBooks accounting correctness, reconciliation, migration, reliability or automation scorecard completed.
No VAE-governed independent FreshBooks accounting correctness, reconciliation, migration, reliability or automation scorecard completed.
Research methodology
Methodology Versionvae-product-profile-canonical.v3
Evidence Cutoff2026-11-08
Sponsorship separation
Sponsored Is Separate From Non Paid RanksYes
Buyer & Support
Buyer fit & procurement
Core provider accounting, plan, pricing, security and API evidence is current. Manual export, independent benchmark and universal enterprise assurance remain gaps.
Best FitFreelancers, service businesses and small teams seeking invoicing-first cloud accounting with progressively deeper double-entry and AP capabilities on higher plans, accountant collaboration, bank reconciliation and broad payment/project tooling.
Procurement ArtifactsCurrent provider pricing, accounting, 2FA, roles, API/webhook and legal URL evidence; manual exports, contractual SLA, data residency and independent benchmarking remain unverified.
Implementation EffortLow for invoicing led small businesses and medium for full accounting migration ap bank reconciliation payroll and team setup
Support & service
FreshBooks publishes product support and Select dedicated support context, but one universal contractual response-time SLA is not frozen.
Support Channels
- FreshBooks support resources
- phone/support context
- Select dedicated phone support
- status page
Service HoursPlan and region dependent
CoverageGlobal SaaS context
Escalation PathFreshBooks support and privacy security channels
Service CommitmentsNo universal public response time SLA recorded in this profile
Support Plan BoundariesSelect has dedicated support context; standard plans differ
Portability & exit readiness
Current API documentation is verified; manual CSV/PDF export details retain their prior 2026-09-06 observation because the export support URL timed out during this refresh.
Export Options
- FreshBooks APIs (current official OAuth documentation)
Migration OptionsMigration scope depends on the current provider service and customer data. Manual CSV/PDF export details were not revalidated in this refresh.
Lock In Risks
- client/invoice history
- payment setup
- bank reconciliation history
- chart/journals
- projects/time
- payroll/payment add-ons
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- integrations
Switching SupportDocumented API and provider select easy switch context; current manual export details unverified
Dependency & continuity
Current API documentation is verified; manual CSV/PDF export details retain their prior 2026-09-06 observation because the export support URL timed out during this refresh.
Critical Dependencies
- FreshBooks managed SaaS
- payment/banking providers
- FreshBooks account identity/2FA
- FreshBooks API/webhook platform
- optional payroll and payment add-ons
Continuity NotesManaged cloud accounting with public operational status and documented APIs. Current manual export details were not revalidated; continuity also depends on payment/bank providers, identity and integrations.
Concentration Risks
- FreshBooks platform dependency
- payment/bank provider dependency
- identity dependency
- integration dependency
- migration complexity
History & Adoption
Lifecycle & EOL
Launch DateHISTORICAL_PRODUCT_ACTIVE
Current VersionCONTINUOUSLY_DEPLOYED_FRESHBOOKS_CLOUD_2026
Release ChannelManaged SaaS product evolution
Release CadenceActive product continuous update context
LTS PolicyNot applicable managed SaaS
Support WindowActive product
Security Support WindowManaged SaaS active
Deprecation StatusProduct active
EOL StatusNo product eol recorded in this profile
EOS StatusNo product eos recorded in this profile
Migration PathEASY_SWITCH_ON_SELECT_PLUS_STANDARD_IMPORT_EXPORT_AND_SUPPORT_CONTEXT
SuccessorNO_SUCCESSOR_REPLACEMENT_DETECTED_2026
Rebrand Acquisition LineageFRESHBOOKS_ACTIVE_CURRENT_PRODUCT_IDENTITY
Reliability & incident history
Official status provides current and 90-day operational history, but no universal contractual FreshBooks SLA, SLO, RTO or RPO is frozen.
Status Pagehttps://status.freshbooks.com/
SLANO_UNIVERSAL_PUBLIC_CONTRACTUAL_FRESHBOOKS_SLA_FROZEN
SLOUnavailable
Measurement PeriodOfficial status observed 2026 11 08; no numerical uptime captured
UptimeUnavailable
Maintenance PolicyOfficial status and managed SaaS context
BackupManaged service context not fully recorded in this profile
RTOUnavailable
RPOUnavailable
DrManaged service context
BcpManaged service context
Incident HistoryOFFICIAL_STATUS_REPORTED_ALL_SYSTEMS_OPERATIONAL_2026_11_08; SUPPORT_CHATBOT_INCIDENT_RESOLVED_2026_11_04; NOT_A_COMPLETE_INCIDENT_CORPUS
PostmortemsUnavailable
History & updates
Last Research Refresh2026-11-08
Watch & alerts
Unavailable
Product change alerts are not available from this profile.
Product change alerts are not available from this profile.
Usage & adoption
Unavailable
No independently audited current FreshBooks total-user/MAU/DAU metric is frozen in this slice. Provider marketing or ecosystem counts do not become VAE usage authority or rank.
No independently audited current FreshBooks total-user/MAU/DAU metric is frozen in this slice. Provider marketing or ecosystem counts do not become VAE usage authority or rank.
Company & Ownership
Ownership & opportunities
Context
No ownership or business opportunity is offered by this research profile.
No ownership or business opportunity is offered by this research profile.
Funding context
Context
No independently published financing information is connected to this profile.
No independently published financing information is connected to this profile.
Acquisition & exit context
Context
No independently published acquisition or sale information is connected to this profile.
No independently published acquisition or sale information is connected to this profile.
Technical & Publishing
Structured identity
Context
Use this page’s permanent link to refer to the product.
Use this page’s permanent link to refer to the product.
Search & discovery
Context
Search visibility follows this page’s current publication permission, separately from research freshness.
Search visibility follows this page’s current publication permission, separately from research freshness.
Public information
Context
Only approved public product information is presented. Some information may remain unavailable while it is reviewed.
Only approved public product information is presented. Some information may remain unavailable while it is reviewed.
Organic Rank context
Organic Rank is category-specific. This stable Product URL does not invent or collapse multiple category positions into one rank.