FBFreshBooks + Klayara
FreshBooks reporting for service businesses. Connect FreshBooks to Klayara to see invoices, time, expenses and payments by client and project. Agencies and consultancies get client profitability and cash on one page, and can put it next to the project or CRM tools they already use.
Scheduled importCloud or self-hostedPermissions applied everywhere
Your FreshBooks data, readable by everyone who should see it.
- Invoiced, paid and overdue by client
- Time tracked against amounts billed
- Expenses by project and category
- Client profitability across tools
- Connect — tell our team which FreshBooks account to use, and we connect it with you.
- Choose tables — pick what to make available, and how often to refresh.
- Build — drag and drop charts, set who sees what, schedule the reports.
Our BI developers can connect FreshBooks and build your first dashboards as part of onboarding. About the service.
Want FreshBooks in Klayara? Ask our team about connecting FreshBooks — tell us what you report on and we will set it up with you.
What teams build on FreshBooks.
Client profitability
Billed amounts against time and expenses per client.
Overdue invoices
What is overdue, by client and age.
Utilisation
Billable hours against available hours.
Cash
Payments received by week.
Connect these alongside FreshBooks.
How do we connect FreshBooks to Klayara?
Ask our team about connecting FreshBooks. Tell us which account to use and what you report on, and we set it up with you — usually as part of onboarding, so your first dashboards are ready when you start.
Can I ask which clients are least profitable?
Yes. Ask in plain words and get a chart of margin per client. Klayara AI comes with the Growth and Enterprise plans (Growth includes 150 AI credits a month for the whole workspace) and runs only when someone clicks.
Can FreshBooks sit next to our project tool?
Yes. Relate projects by name once and compare planned with billed work.
See your FreshBooks data in Klayara.
Bring the report you rely on most. We'll rebuild it live on the call, from your own data, and show you what comes next.
Prefer to see plans first? See pricing