FreshBooks
Your AI agent queries FreshBooks to list businesses, retrieve projects, and check logged hours during live conversations. Freelancers and small business owners get instant visibility into their accounting data without logging into the dashboard. Client questions about project status answered in seconds.
Your agent pulls business and project data from FreshBooks, turning your cloud accounting platform into a conversational data source for clients and team members.
FreshBooks
See how freelancers and small businesses use AI agents to access FreshBooks data without leaving their messaging apps or interrupting client calls.
A freelancer juggling five clients gets a message asking about progress on a design project. Their AI agent queries FreshBooks for the client's business, retrieves the specific project, and reports the logged hours against the budget. The freelancer responds to their client with accurate numbers in seconds, looking organized and professional without stopping to check spreadsheets.
An accountant managing several small business clients needs a quick portfolio snapshot. The AI agent lists all businesses connected to their FreshBooks account and retrieves active projects for each. The accountant gets a consolidated view across all clients in a single conversation, saving the time of logging into multiple FreshBooks accounts individually.
A small agency needs to bill clients based on tracked hours before invoicing. The AI agent pulls all projects for the current billing period from FreshBooks with logged durations, presents total hours per project, and flags any projects approaching budget limits. The agency bills accurately and on time without manual timesheet exports.
FreshBooks
FAQs
The agent uses FreshBooks' REST API with OAuth 2.0 authentication. It calls the List Businesses endpoint to see your connected businesses and the List Projects endpoint with a business ID to retrieve project data. All requests use your authorized OAuth token, and no passwords are shared with Tars.
Yes. When retrieving projects, the agent sets the include_logged_duration parameter to true. FreshBooks returns total logged time in seconds for each project. The agent converts this to hours and minutes for a human-readable summary during the conversation.
Tars connects via OAuth 2.0 with read and write scopes. This grants access to business and project data. You authorize the connection through FreshBooks' standard OAuth flow and can revoke access at any time from your FreshBooks account settings.
No. The agent queries FreshBooks in real-time during conversations. Business details, project information, and logged hours are fetched live and used only for the current interaction. Tars does not maintain a database of your FreshBooks accounting data.
Yes. The FreshBooks List Projects API supports filtering by active status, completed status, and updated_since date. The agent applies these filters based on your question, so you can ask for only active projects, only completed work, or changes since a specific date.
The FreshBooks app requires you to open it, navigate menus, and find data manually. Tars puts FreshBooks data into conversations, so you ask a question and get the answer. It also works in WhatsApp, SMS, and your website chat, accessible wherever your team already communicates.
Yes. The List Businesses endpoint returns all businesses associated with the authenticated user. The agent can then retrieve projects for any specific business by passing its unique business ID. Accountants and agencies managing multiple clients benefit most from this capability.
FreshBooks OAuth tokens have a standard expiration period. When a token expires, Tars uses the refresh token to obtain a new access token automatically. You do not need to re-authorize unless you revoke access from your FreshBooks account settings.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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