FFinance & accounting
Freshbooks for your Agent
Flow can read invoices, payments and accounts in Freshbooks and use the figures in your bids.
It asks for your approval before it changes anything in Freshbooks. Connect by signing in with Freshbooks.
Connect Freshbooks in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Freshbooks.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Freshbooks.
What Flow can do depends on what Freshbooks offers through its API and on the access you choose.
Things to ask
Type these to Flow once Freshbooks is connected.
- Freshbooks
Pull our turnover for the last three years from Freshbooks for the financial standing section.
- Freshbooks
List unpaid Freshbooks invoices from public buyers.
About Freshbooks
FreshBooks is a cloud-based accounting software for small businesses. It streamlines invoicing, expense tracking, and time management in one place.
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