Automate FreshBooks with Caddi
Built for professional services teams.
FreshBooks runs invoicing for small services firms. Caddi handles the inputs (time, projects, expenses) and outputs (sending, chasing, reconciling) automatically.
Supported actions7
- New invoiceTriggers when a new invoice is generated.
- Payment receivedTriggers when a payment is recorded against an invoice.
- New clientTriggers when a new client is added.
- Create invoiceGenerate an invoice for a client with line items.
- Record paymentApply a payment against one or more invoices.
- Create clientAdd a new FreshBooks client.
- Create estimateGenerate an estimate or quote for a client.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
Automate FreshBooks by teaching Caddi like a new hire.
Walk Caddi through the FreshBooks work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Teach it the job
Walk Caddi through the FreshBooks task the way you'd onboard a new hire.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with FreshBooks
Why teams automate FreshBooks
FreshBooks works fine — but the work to keep it accurate isn't trivial. Caddi closes the gap so finance staff stop manually moving data in and out.
Loops Caddi runs against FreshBooks
Time-and-project invoice prep
Recommended pattern- FreshBooks
Timely
Microsoft Excel
Caddi assembles the month's invoice from time entries and project data, populates FreshBooks, and routes it for partner review.
Receipt reconciliation
Recommended patternCaddi matches inbound payment receipts to FreshBooks invoices and updates the project record.
Collections loop
Recommended patternCaddi identifies aging FreshBooks invoices, drafts personalized reminders from the partner's account, and logs each touch.
Where professional services teams use it
Inbound triage
Watch FreshBooks for new items, classify them, and route the right data to the right downstream system — CRM, matter system, or storage.
Cross-tool data sync
Keep FreshBooks in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using FreshBooks alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right FreshBooks update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating FreshBooks
Does Caddi have a real FreshBooks integration?
Yes. Caddi runs verified code against FreshBooks's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for FreshBooks is reviewed before it runs in production.
Do I need engineering help to automate FreshBooks with Caddi?
No. You demonstrate the workflow — clicking through FreshBooks the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my FreshBooks data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against FreshBooks with no model in the loop.
Can Caddi connect FreshBooks to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating FreshBooks, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate FreshBooks?
Drop your work email and we'll show you Caddi running end-to-end against FreshBooks and the rest of your stack.