FreshBooks
Filament

Ask questions about your FreshBooks data

Connect FreshBooks to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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FreshBooks tracks invoices and expenses, but understanding which clients are most profitable or how project costs compare to revenue means piecing together invoices, time entries, and payment data manually. Connect FreshBooks to Filament and ask questions about client profitability, cash flow patterns, and project margins in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track FreshBooks KPIs with Filament Analytics

Connect your FreshBooks account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key FreshBooks metrics you can track in Filament:

Invoices
Track invoice performance with invoice_id, amount, status, date_paid, outstanding, line items, and client details to analyze revenue patterns and payment timing.
records:
invoice_idamountstatusdate_paidoutstandingclient_idline_items
Expenses
Monitor business spending with expense_id, amount, category, vendor, date, tax_amount, and project allocation to understand cost patterns and profitability.
records:
expense_idamountcategoryvendordatetax_amountproject_id
Payments
Analyze payment behavior with payment_id, amount, date, method, invoice_id, and client_id to identify collection patterns and cash flow trends.
records:
payment_idamountdatemethodinvoice_idclient_id
Clients
Understand client relationships with client_id, organization, email, outstanding_balance, total_paid, and billing_address to segment by value and payment behavior.
records:
client_idorganizationemailoutstanding_balancetotal_paidbilling_address
Estimates
Track proposal success with estimate_id, amount, status, accepted_date, client_id, and line_items to measure conversion rates and pricing effectiveness.
records:
estimate_idamountstatusaccepted_dateclient_idline_items
Time Entries
Measure project profitability with time_entry_id, duration, billable_rate, project_id, staff_id, and date to compare time invested against revenue earned.
records:
time_entry_iddurationbillable_rateproject_idstaff_iddate
Staff Members
Analyze team performance with staff_id, name, role, billable_rate, and active_projects to understand capacity and revenue contribution by team member.
records:
staff_idnamerolebillable_rateactive_projects
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Combine FreshBooks with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, FreshBooks lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your FreshBooks data gets even more powerful when combined with other tools:

FreshBooks
HubSpot

FreshBooks + HubSpot

Connect FreshBooks payment data with HubSpot deal stages to see which sales activities generate clients with the best payment behavior and highest invoice values.

FreshBooks
Google Sheets

FreshBooks + Google Sheets

Connect FreshBooks invoices and expenses with Google Sheets budget tracking to build a kpi dashboard comparing actual revenue and costs against projections without manual exports.

FreshBooks
Slack

FreshBooks + Slack

Connect FreshBooks outstanding invoices with Slack to get automatic alerts when payment patterns change or specific clients exceed payment terms, keeping your team informed without checking dashboards.

Benefits of Filament's FreshBooks Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your FreshBooks account

Connect your FreshBooks account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your FreshBooks data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build FreshBooks dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

FreshBooks integration FAQ

Everything you need to know about connecting FreshBooks with Filament and getting the most out of your data.