Average Ratings 10 Ratings

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

Description

FreshBooks makes billing and invoicing for small businesses easy. FreshBooks is a top-rated accounting and invoice software for self-employed professionals as well as small businesses. It makes it easy to invoicing and billing so that companies can concentrate on the work they love. It has a wide range of powerful features, including expense tracking, time tracking and payment processing. The Freshworks mobile app allows users to work from anywhere using FreshBooks.

Description

WorkflowMax is a cost-effective, feature-rich solution that can help you increase project profitability. WorkflowMax is a cloud-based online workflow and job manager product from Xero. It has been used by more than 10,000 companies. These include time tracking, quoting, streamlined billing, job management, insights and reporting. WorkflowMax is ideal for creative agencies, engineers, surveyors and lawyers, IT companies and construction firms, consultants, and anyone who bills time.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Freshdesk Yes 
G-Accon Yes 
Lyftrondata Yes 
Peaka Yes 
Salesforce Yes 
Shift Yes 
StarfishETL Yes 
Teamstack Yes 
Zendesk Yes 
Act! Yes 
Acterys No 
AllayPay Yes 
Avalara Yes 
CollBox Yes 
Proposify Yes 
Refold Yes 
TheHouseMonk No 
TripLog Yes 
XLReporting Yes 
eBay Yes 

Integrations

Freshdesk Yes 
G-Accon Yes 
Lyftrondata Yes 
Peaka Yes 
Salesforce Yes 
Shift Yes 
StarfishETL Yes 
Teamstack Yes 
Zendesk Yes 
Act! No 
Acterys Yes 
AllayPay No 
Avalara No 
CollBox No 
Proposify No 
Refold No 
TheHouseMonk Yes 
TripLog No 
XLReporting No 
eBay No 

Pricing Details

$6.30/month
Get 70% off for 3 month offer now!

Lite - $21 per month. Send unlimited invoices to up to 5 clients

Plus - $38 per month. Send unlimited invoices to up to 50 clients

Premium - $65 per month. Send unlimited invoices to an unlimited amount of clients
Free Trial Yes 
Free Version No 

Pricing Details

$33/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

FreshBooks

Founded

2004

Country

Canada

Website

www.freshbooks.com/

Vendor Details

Company Name

Xero

Founded

2007

Country

New Zealand

Website

www.workflowmax.com

Product Features

Accounting

Looking to expand your business without the stress? FreshBooks equips you with tools to make informed financial choices. Access tailored, up-to-the-minute reports that highlight potential risks and opportunities, all while maximizing your tax deductions. Start your free trial today or enjoy a 70% discount on FreshBooks right now!

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management Yes 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing No 
Collections Management No 
Online Payment Processing Yes 
Overpayment Processing No 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Billing and Invoicing

Are you exhausted from managing invoices and dealing with endless paperwork? FreshBooks streamlines your billing operations, allowing you to generate sleek, customized invoices and send them directly to your clients while effortlessly monitoring payment progress. By using FreshBooks, you can significantly reduce administrative tasks and potentially receive payments twice as quickly. Experience it for free or take advantage of a 70% discount on FreshBooks today!

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Bookkeeping

Achieve a transparent financial status with robust accounting solutions. Empower yourself to make informed choices, strategize for expansion, and maintain regulatory adherence. FreshBooks streamlines this process, providing you with the insight and command you need to concentrate on developing your business. Experience it for free or enjoy a 70% discount on FreshBooks today.

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
Cash Management No 
Collections No 
Expense Tracking Yes 
Fixed Asset Management No 
General Ledger No 
Payroll Yes 
Revenue Recognition Yes 
Spend Management Yes 
Tax Management Yes 

Construction Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Billing & Invoicing Yes 
Budgeting & Forecasting No 
Cash Management No 
Construction Breakdowns No 
General Ledger Yes 
Job Costing No 
Overrun Projections No 
Payroll Management Yes 
Purchase Order Management No 
Quotes / Estimates Yes 

Expense Report

Take control of your finances effortlessly with FreshBooks! Organize your expenses by snapping photos of receipts, automatically importing bank transactions, and gaining valuable insights into your spending habits. Streamline your budgeting and tax preparation to maintain a clear understanding of your financial flow. Start your free trial today or enjoy a 70% discount on FreshBooks right now!

Approval Process Control No 
Invoice Management Yes 
Multi-Currency Yes 
Receipt Management Yes 
Reimbursement Management No 
Spend Control No 
Time Tracking Yes 
Workflow Management No 

Finance

Wave goodbye to the hassle of intricate spreadsheets and bewildering software! FreshBooks brings together all your vital financial tools into a single platform. This comprehensive accounting solution simplifies your billing, payments, and bookkeeping tasks with ease. Experience it for free or take advantage of a 70% discount on FreshBooks today!

Legal Billing

Accounting Management Yes 
Automatic Billing No 
Calendar Management No 
Case Management No 
Client Portal No 
Document Management No 
Expense Tracking Yes 
Time Tracking Yes 

Payment Processing

FreshBooks streamlines the payment process, allowing you to receive funds quickly and easily. Accept credit card payments, Apple Pay, and bank transfers from your customers, enabling you to get paid much faster. Additionally, benefit from automatic invoice matching and payment recording to maximize efficiency. Start your free trial today or enjoy a 70% discount on FreshBooks!

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments Yes 
POS Transactions No 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture Yes 

Payroll

401(k) Tracking Yes 
Attendance Management Yes 
Benefits Management Yes 
Check Printing No 
Compensation Management No 
Deductions Management No 
Direct Deposit No 
Multi-Country No 
Multi-State No 
Reporting/Analytics No 
Self Service Portal No 
Tax Compliance Yes 
Vacation / Leave Tracking No 
W-2 and 1099 Preparation No 
Wage Garnishment No 

Recurring Billing

Streamline your invoicing process using FreshBooks. Create customized, professional invoices, send them to your clients effortlessly, and track their payment status in real-time. Free up valuable time that would otherwise be used for administrative tasks and enjoy the advantage of receiving payments up to twice as quickly. Start your free trial or take advantage of a 70% discount on FreshBooks today.

Customer Portal No 
Deferred Billing Yes 
Discount Management No 
Dunning Management No 
Invoice History Yes 
Multi-Currency No 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations No 
Subscription Billing No 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management No 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management No 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Clock

Biometric Recognition No 
Hourly Employee Tracking No 
Messaging No 
Mobile Access Yes 
Online Punch Card No 
Payroll Management Yes 
Punch card No 
Reporting/Analytics Yes 
Salaried Employee Tracking Yes 
Sick Leave Tracking No 
Vacation / Leave Tracking No 
Workstation Tracking No 

Time Tracking

FreshBooks offers an intuitive and efficient expense tracking tool that simplifies the process of managing business expenditures. With just a quick glance, you can effortlessly monitor your spending and assess your profitability, eliminating the hassle of cumbersome spreadsheets and overflowing receipt boxes. Sign up for a free trial or enjoy a 70% discount on FreshBooks today!

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database No 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking Yes 
Overtime Calculation No 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking No 

Product Features

Architecture

2D Drawing No 
3D Modeling No 
BIM Modeling No 
Bills of material Yes 
Building Information Modeling Yes 
Client Management Yes 
Contact Management Yes 
Contract Management Yes 
Document Management Yes 
Drafting No 
Manufacturing Design Data No 
Presentation Tools Yes 
Project Management Yes 
Proposal Management Yes 
Quotes/Proposals Yes 
Visualization / Presentation No 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments No 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders No 
Commercial No 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating No 
Incident Reporting No 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets Yes 

Job Costing

Bills of Material Yes 
Budgeting & Forecasting No 
Change Orders No 
Cost-to-Completion Tracking No 
Invoice Management Yes 
Overrun Reporting No 
Percent-Complete Tracking Yes 
Production Cost Tracking Yes 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management No 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Proposal Management

Automatic Formatting No 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository No 
Document Management Yes 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management Yes 
Templates Yes 
Version Control No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management No 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking Yes 
Overtime Calculation No 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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