AI Agent for
FreshBooks
Connect FreshBooks to your AI voice and chat agent to look up invoices, check payment status, and pull client records — all during live calls.
How It Works
Get your FreshBooks AI Agent up and running in minutes.
Log into the Client Portal and assign FreshBooks to any agents that need it.
Configure the integration settings and integration prompt in the FONE app.
Your AI starts answering calls with live FreshBooks data, looking up invoices, checking payment status, and pulling client details.
Key Features
Everything your AI needs to handle FreshBooks inquiries like a pro.
Invoice Lookup
Your AI searches FreshBooks invoices by client name, invoice number, or amount — providing real-time status, due dates, and line-item details.
Client Management
Pull up client records during calls — outstanding balances, payment history, contact details, and project information from your FreshBooks account.
Payment Status
Callers can check if payments were received, invoices are overdue, or credits have been applied — your AI reads live data from FreshBooks.
Expense & Project Tracking
Your AI references project budgets and time entries so clients can ask about project costs, hours logged, and remaining budget.
AI Agent for FreshBooks Example Prompts
Copy and paste these prompts into your FreshBooks AI Agent prompt box to get started quickly.
"When a customer calls asking about an invoice, look it up in QuickBooks by their name or invoice number. Let them know the amount, due date, and current status — whether it is paid, overdue, or pending. If overdue, offer to help them make a payment."
Example 2 — Payment Confirmation:
"If a customer says they sent a payment, check QuickBooks to see if it has been recorded. If the payment shows up, confirm the amount and date received. If not, let them know it may take 1-2 business days to process and suggest they send a payment receipt for faster resolution."
Example 3 — Account Balance:
"When a customer asks about their account balance, look up their customer record in QuickBooks. Provide their current outstanding balance and list any open invoices with amounts and due dates."
See It in Action
Here's how your AI Agent for FreshBooks handles a real conversation.
Hey, I just want to make sure my payment went through for the website project.
I can check that for you. What's the name on the account?
Brightside Marketing.
I found your account. Your most recent invoice — #1203 for $4,500 for the website redesign project — shows a payment received on March 10th. That invoice is paid in full. You have no outstanding balance. Would you like me to email a receipt?
Frequently Asked Questions
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