| 1AI assistant | There is no chat assistant inside the app. Connect Claude or ChatGPT to ask questions, draft and do real writes; it asks you before each one. A built-in AI bookkeeper (Pro and Premium) attaches receipts and proposes categories, transfers and matches. It never posts. | FreshBooks’ own AI route is its official Claude connector: you ask questions about your business data. It does not make changes. A partnership with Kick (press release, 7 January 2026) offers automated sorting and matching of transactions and receipts with human bookkeeper review, for US-based FreshBooks users only. Not found in their docs: a chat assistant built into FreshBooks itself. |
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| 2MCP / AI connector | An official remote MCP server for Claude, ChatGPT and any compatible client: 91 read tools and 99 write tools, 77 of them flagged so the assistant asks you first. Read-only on Basic, read and write on Pro and Premium. - Bank transactions
- Receipts
- Invoices and bills
- GST/HST returns
- Reports
It records payments; it never moves money. Bank linking, people, billing and permanent delete stay in the browser. | A FreshBooks connector is listed in Claude’s connector directory, and FreshBooks’ press release describes it as built on MCP. FreshBooks’ help article says it cannot change data, send invoices or contact clients. FreshBooks’ Claude page says write access can be selected during setup, but only read-only is available now. It is a free add-on for all FreshBooks accounts and can be installed on a free Claude plan, which is limited to one connector. Not found in their docs: the connector’s tool count, an official ChatGPT connector, and the connector’s exact launch date. |
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| 3Automatic AI transaction handling | No rules engine and no auto-posting. On each unreviewed bank row the AI bookkeeper (Pro and Premium) or your assistant proposes a category, a transfer or an invoice or bill match. Proposals carry an AI marker and can be filtered. Your tick on review is what books the entry. | Bank import, plus bank reconciliation that suggests matches between bank lines and existing FreshBooks entries; you confirm them. FreshBooks’ own hub says categorization, reconciliation and receipt data entry are partly automated, without describing a specific mechanism. Kick, a partner available to US users only, does automated categorization with human review. Not found in their docs: saved bank rules, AI auto-posting and automatic transfer detection. |
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| 4Email inbox receipt matching | Premium companies connect Gmail or Outlook, read-only. The AI bookkeeper or your assistant searches by sender, terms and dates, imports PDF and image attachments, and attaches the receipt to a transaction. That attachment waits for you to confirm or detach. Emails with no attachment are left for a person. There is no forward-to-email address. | Receipt scanning reads merchant, date, totals and taxes from photos, uploads and emailed receipts. Email arrives by forwarding to a unique FreshBooks address, by an auto-forward rule, or by giving the address to suppliers. One document per email; it can take 30 minutes to several hours to appear. On Plus, Premium and Select; Premium adds bills; automatic line-item capture is Select only. Receipt scanning is limited to Canada, the US and the UK. Not found in their docs: searching a connected Gmail or Outlook inbox for the receipts behind transactions. |
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| 5iOS app | A native iPhone and iPad app: review bank lines, capture receipts with the camera, invoices, bills, statements, reconciliation and search. It needs iOS 27. Its store listing is not confirmed on this page, so check before you count on it. Plans and billing are web-only. There is no Android app. | Listed on Apple’s App Store as FreshBooks Invoicing App. The listing describes invoicing, expenses and receipt capture, automatic mileage tracking and time tracking. Not found in their docs: the live App Store rating and rating count (third-party trackers disagree), bank reconciliation on mobile, full reports and approvals on mobile, and switching businesses in the app. |
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| 6Multiple companies | One billing account holds several companies, each with its own ledger, currency, roles and audit trail. Every plan includes one company; each extra company is a paid add-on. Intercompany checks are on Premium. There are no consolidated financial statements. | A search summary of FreshBooks’ help centre says one login can hold several businesses, each separate with its own subscription. This check could not re-open that page. Not found in their docs: consolidated reporting and a multi-business discount. |
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| 7Canada | Built for Canadian corporations: GST/HST on documents, a GST/HST return worksheet (regular method only), GIFI account mapping for the year-end handoff, and Canadian bank feeds. Books in CAD; USD bank and card accounts on Pro and Premium. There are no foreign-currency invoices or bills. | A Canadian pricing page and site, and a Sales Tax Summary report. Canadian payroll comes through a Wagepoint partnership, not native payroll. Not found in their docs: Canadian bank feed coverage and CRA form generation or filing. |
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| 8Other features | Invoices, credit notes, customer statements, bills, journals, bank reconciliation, reports, audit log and year close. Four roles; invited users pay nothing. Not in comma: inventory, projects, time tracking, quotes, recurring invoices, online invoice payments or an app marketplace. | Invoicing, estimates, recurring billing, online payments, expenses, bills (Premium and up), time tracking, projects, mileage, accounting reports, accountant access and app integrations. A payroll add-on is offered in the US. Not found in their docs: client limits per plan and inventory depth, which this check could not re-confirm. |
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| 9Pricing | - Basic $25.00
- Pro $47.00
- Premium $89.00
CAD a month, or billed annually. Taxes extra. One company included; extra companies are an add-on priced by plan. No free plan; the trial needs a card. If a subscription lapses, the books become read-only and exportable, not deleted. | - Lite $26
- Plus $42
- Premium $72
CAD a month, per business. List prices as shown on their pages on 10 November 2026. Prices change, so confirm on the live page. US list: Lite US$23, Plus US$43, Premium US$70 a month, with 10% off for yearly billing. Select is custom. Promotions change often and differed between FreshBooks pages, so check the live offer. Not found in their docs: an extra team member price, a free plan, and the current promotion, trial length and Select price, which this check could not re-confirm. |
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