Ideas to put to work
Every hour billed, every project's margin visible, and estimates that match the scope.
Project margin review
Sofia reads time entries, expenses and invoices for each project and shows which projects earn least and where the hours went.
Unbilled time to draft invoices
Sofia finds logged time not yet invoiced and drafts invoices by client, for your approval before anything is sent.
Time brought in from the project tool
Sofia reads ClickUp time entries and, with your approval, logs them in FreshBooks against the right client and project.
Estimate from the proposal
Sofia reads the scope in your Google Docs proposal and drafts the matching FreshBooks estimate, for your approval.
What Sofia can do with FreshBooks
Sofia reads and keeps current
- Clients
- Invoices
- Estimates
- Payments
- Expenses
- Projects
- Time entries
Sofia does, with your approval where you want it
- Create an invoice
- Send an invoice
- Create an estimate
- Record a payment
- Log an expense
- Log time
- Create a client or project
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- ClickUpProject management for tasks, docs and goals
- Google DocsGoogle's online word processor
QuickBooksAccounting software for small and mid-sized businesses
XeroCloud accounting for small businesses
NetSuiteCloud ERP for finance and operations
StripeOnline payments, invoicing and subscriptions- AcumaticaCloud ERP for mid-sized businesses
- AnrokSales tax compliance for software and digital businesses
Let Sofia check your FreshBooks margins
Score your firm in three minutes, or talk to our team.