Integrations / Accounting
Connect FreshBooks to WhatsApp with an AI agent
Flann turns FreshBooks into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in FreshBooks for you. Here is what changes when FreshBooks talks to Flann.
10 actions in FreshBooks. 6 only look things up, and 4 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in FreshBooks
You do not need the exact wording. These are the kinds of messages Flann turns into FreshBooks actions.
“Show me my projects in FreshBooks.”
“Show me my clients in FreshBooks.”
“Show me my businesses in FreshBooks.”
Step by step: FreshBooks jobs you can hand to Flann
How a request turns into real FreshBooks actions, one step at a time.
Get answers about your projects
- You message Flann on WhatsApp: “What is the latest on our projects in FreshBooks?”
- Flann runs
List Projectsin FreshBooks and shows you what it found. - Nothing in FreshBooks is changed: these are look-ups, so they run straight away.
Check your clients from WhatsApp
- You message Flann on WhatsApp: “Show me where our clients in FreshBooks stand.”
- Flann runs
List Clientsin FreshBooks and shows you what it found. - Nothing in FreshBooks is changed: these are look-ups, so they run straight away.
Get answers about your businesses
- You message Flann on WhatsApp: “What is the latest on our businesses in FreshBooks?”
- Flann runs
List Businessesin FreshBooks and shows you what it found. - Nothing in FreshBooks is changed: these are look-ups, so they run straight away.
Where Flann saves you time in FreshBooks
Small jobs, repeated often, are where the time goes. Here is how they change once FreshBooks is connected.
Matching payments to invoices
Today
Bank lines arrive in FreshBooks with vague references, and you match them against open invoices one at a time. A single partial payment can unravel the whole session.
With Flann
“Match this week’s bank payments to invoices in FreshBooks and flag anything that does not fit.”
Using amounts, names and references, Flann pairs each incoming payment in FreshBooks with the invoice it most likely settles. Partial payments and strays go on a separate list.
What you stop doing: No more scrolling bank lines hunting for the invoice they belong to.
A Monday look at the money
Today
On Monday mornings you want to know where the money stands, but the answer is spread across several screens in FreshBooks. So you guess, and plan the week on a hunch.
With Flann
“How do we stand this week? Cash in, cash out and anything overdue.”
Reading FreshBooks, Flann gives you a short picture of the week ahead: what is due in, what is due out and which invoices have just tipped into overdue. Nothing is changed.
What you stop doing: Planning the week no longer starts with guesswork.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to FreshBooks
- Open Connectors in Flann and choose FreshBooks.
- Sign in to your FreshBooks account on the secure page that opens and allow access. There is no developer account or API key to set up.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right FreshBooks action itself.
Of the 10 FreshBooks actions, 6 only read. The other 4 create, update, send or delete. Disconnect FreshBooks in Connectors whenever you like.
Ways to use FreshBooks with Flann
Your month in one message
Ask “how did we do this month?” and Flann answers from FreshBooks in plain words, on your phone, between customers.
Chase what is owed
Ask Flann who still owes you. It checks FreshBooks, lists the open items and drafts a reminder for each customer.
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in FreshBooks and shows it to you before saving.
Side by side, the two ways of working in FreshBooks:
| Compare | Opening FreshBooksLog in, find it, do it | FreshBooks through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers | Filters and searches you run yourself | 6 look-ups, answered straight away |
| Making changes | Typed in by hand | 4 changes, made from a message |
| FreshBooks records | All of them, one screen at a time | 5 kinds, from one chat |
| Getting connected | Nothing new to set up | One sign-in to FreshBooks |
YesPartlyNo
Everything Flann can do in FreshBooks
Every FreshBooks action Flann can run, split into what it reads and what it changes.
Looks up 6
- Get Business Users
- List Businesses
- List Clients
- List Journal Entries
- List Projects
- List Webhooks
Changes 4
- Create Webhook
- Delete Webhook
- Register as a New User
- Update Webhook
More Accounting apps Flann works with
Common questions
How does Flann connect to FreshBooks?
Open Connectors in Flann, choose FreshBooks and sign in to your FreshBooks account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 10 actions in FreshBooks.
Do I need to open FreshBooks to use it with Flann?
No. Once FreshBooks is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in FreshBooks.
Does connecting FreshBooks cost extra?
No. FreshBooks is included in every Flann plan, along with every other app Flann connects to.