Cross-vertical

Automate FreshBooks with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with FreshBooks. It runs 7 supported actions in FreshBooks, including payment received, create invoice, and record payment, and connects it to Quickbooks, Xero, and Zoho Books. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost FreshBooks integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across FreshBooks and every tool it touches, including the screens with no API.

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.

Building on the FreshBooks API?Visit freshbooks.com

How to automate FreshBooks

Connect FreshBooks to Caddi
Allow
1Sign in to FreshBooks
One click with your own FreshBooks login. No API keys.
Automate time-and-project invoice prep in FreshBooks.
ScreenshareType it
2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.

The details

What Caddi does with FreshBooks

Why teams automate FreshBooks

FreshBooks runs invoicing for small services firms. Caddi AI Agents handle the inputs (time, projects, expenses) and outputs (sending, chasing, reconciling) automatically.

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
1. FreshBooks
2. Timely
3. 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 pattern
Caddi matches inbound payment receipts to FreshBooks invoices and updates the project record.
Collections loop
Recommended pattern
1. FreshBooks
2. Gmail
Caddi 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; once generated, it executes as deterministic code against FreshBooks, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in FreshBooks?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

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