FreshBooks + 365agents: phone calls into invoices for your service business

365agents connects natively to FreshBooks via OAuth. Your AI agent creates clients, draft invoices, and estimates directly in FreshBooks from call outcomes.

Written By Rick Garcia

Last updated 15 days ago

365agents + FreshBooks

365agents connects natively to FreshBooks via OAuth. For service businesses and freelancers using FreshBooks, the AI agent captures new clients, creates draft invoices from completed-service calls, and sends estimates from quote-request calls.

What this makes possible

  • Client creation in FreshBooks from new-caller info

  • Draft invoice creation from service-complete calls

  • Estimate sending — quote requests translate to FreshBooks estimates

  • Service item mapping — AI matches what the caller describes to your FreshBooks service items

  • Time tracking (if applicable) — calls can log billable time against a project

How a real call flows

  • Consultant wraps up a call: "I spent 45 minutes on this, bill at my standard rate"

  • AI captures the time and service type

  • Draft invoice created in FreshBooks against the right client

  • Consultant reviews and sends — or auto-sends per their rules

How to connect

  1. Admin dashboard → Integrations → FreshBooks

  2. "Connect" with your FreshBooks account

  3. Authorize client, invoice, and estimate access

  4. Map service items

  5. Test with a call

Who this is for

  • Freelancers and consultants on FreshBooks

  • Small service businesses with simple invoicing needs

  • Agencies using FreshBooks for client billing

Related

Get started

Book a demo — we'll connect FreshBooks during onboarding.