Freshbooks Review 2025
Freshbooks Project Management Plans & Pricing
Freshbooks Comparison
Expert Review
Pros
Cons
Freshbooks Project Management's Offerings
I found that there are four Freshbooks pricing packages you can choose from. They include project management features as well as bookkeeping features, which can be really useful when you’re hiring private contractors for your projects.
Each pack differs in its available features, but each offers distinguishable content and services.
Lite Plan – $6.30/month
The Lite plan is great for freelancers and small businesses handling up to five clients. It includes unlimited invoicing, expense tracking, and estimates, making it ideal for those who need essential accounting and task management software features.
You can also get paid via credit cards and ACH bank transfers, ensuring seamless transactions. This plan also offers financial reports to help with tax preparation. If you need additional users, you can add team members for $11 per user per month.
Plus Plan – $11.40/month (Most Popular)
For growing businesses managing up to 50 clients, the Plus plan offers everything from Lite, plus recurring invoices, client retainers, and automated receipt data capture. This plan allows you to invite an accountant, making tax season easier.
You’ll also have access to financial and accounting reports for deeper project insights so you stay within budget.
If you need more flexibility in client billing, this plan provides unlimited estimates and proposals, making it one of the best project management solutions for small businesses looking to scale.
Premium Plan – $19.50/month
The Premium plan is best for businesses handling unlimited clients. It includes everything from Plus, but adds bill and receipt data capture, project profitability tracking, and email template customization.
For businesses needing detailed financial insights and better project control, this plan is a great choice. With automated features and custom branding for emails, this option is ideal for businesses wanting a professional, automated, and scalable project management platform.
Select Plan – Custom Pricing
For larger businesses, the Select plan provides advanced features, unlimited invoicing, lower transaction fees, and priority support.
You also get access to Easy Switch for data migration and the ability to remove FreshBooks branding from client emails.
This is perfect for businesses that need a customized project management tool with premium support and enterprise-level features. Pricing is customized based on business needs, so you’ll need to contact FreshBooks for a quote.
Customer Support
FreshBooks has award-winning Toronto-based customer service. Help and support are always available and free to use.
Phone Support
Operating between 8 AM and 8 PM EST, Monday through Friday, FreshBooks’ phone support connects you directly to knowledgeable representatives.
I found their response times impressive, often answering within three rings.
Live Chat and Email
For quick assistance, FreshBooks provides live chat and email support.
During my experience, both channels delivered quick and helpful responses from knowlegable agents who were also very patient with my questions.
It was really easy to resolve my issues quickly.
Help Center and FAQ
The FreshBooks Help Center is a treasure trove of information. I found the detailed articles and FAQs on invoices, payments, expenses, and dashboard functionalities incredibly useful and easy to follow.
This resource is invaluable for troubleshooting and learning about the platform’s features.
Blog and Additional Resources
Beyond direct support, FreshBooks maintains a blog filled with tips, updates, and best practices, which could really help me maximize the platform’s potential.
These resources also empower users to navigate the software and stay informed about new features.
Features & Functionality
General Features
Freshbooks offer a really impressive list of project management features, which I thought were really easy to use. I’ll go into detail below:
- User-Friendly Dashboard
- Project Creation and Management
- Task Assignment and Tracking
- Time Tracking
- File Sharing
- Team Collaboration and Communication
- Client Collaboration
- Project Profitability Tracking
- User Access and Permissions
- Mobile App Access
- Reporting and Dashboards
- Integration with Other Tools
- Customization Options
- Expense Tracking
- Invoicing Linked to Projects
- MEF Mobile
- Project Templates
- Notifications and Alerts
- Budgeting and Expense Management
- Multi-Currency
- Centralized File Storage
- Client Feedback Integration
- Project Status Monitoring
- Security: SSL and encryption
User-Friendly Dashboard
The dashboard is user friendly with its navigation links to your clients, invoices, expenses, time tracking, projects, estimates, reports, and accounting. You can easily add additional businesses, contact support, create items, and service records.
You can also set up two connections within your FreshBooks operations. FreshBooks quickly connects you to the two websites where you can import your account transactions.
Project Creation and Management
When I set up my first project in FreshBooks, I found the process intuitive and seamless. The platform walked me through everything—adding project details, assigning team members, setting deadlines, and defining budgets. I didn’t have to waste time figuring things out, which made onboarding easy.
As soon as I added tasks, my team received notifications, and I could track progress in real time. This feature helps businesses stay organized without micromanaging. For small businesses looking for the best project management software, FreshBooks simplifies project tracking and keeps everything in one place.
Task Assignment and Tracking
I tried out the task assignment feature by breaking down a project into smaller tasks and assigning them to team members. The real-time tracking allowed me to monitor progress and adjust workloads as needed, ensuring that we stayed on schedule and met our deadlines.
File Sharing
Collaborating with my team became seamless when I used FreshBooks’ file-sharing capabilities. Uploading and sharing documents within the platform eliminated the need for endless email threads, keeping all project-related files in one accessible location.
Client Collaboration
Inviting clients to view project progress in FreshBooks was a game-changer. Clients could provide feedback and stay informed, fostering transparency and trust. This collaborative approach led to more successful project outcomes and stronger client relationships.
Project Profitability Tracking
I tried out the profitability tracking tool in FreshBooks to see how it measured real-time project costs and revenue. What stood out was how easy it was to check profit margins, billable hours, and unbilled work in one dashboard.
This tool helped me understand which projects were making money and which were running over budget. For businesses looking for the best project management solutions, this feature makes financial planning much easier. By tracking project costs proactively, I could adjust expenses or billing to maintain profitability.
Time Tracking
I played with the time-tracking tool while working on client projects. By logging hours directly into FreshBooks, I ensured accurate billing and gained insights into how time was allocated across tasks. This feature was particularly useful for identifying areas where efficiency could be improved.
User Access and Permissions
Setting user permissions in FreshBooks gave me control over who could access specific information. This ensured that sensitive data remained secure and that team members had access only to the information relevant to their roles.
Mobile App Access
Managing projects on the go became effortless with FreshBooks’ mobile app. I could track time, update tasks, and communicate with my team from anywhere, ensuring that productivity wasn’t confined to the office.
Integration with Other Tools
FreshBooks’ ability to integrate with tools like Trello and Asana enhanced its functionality. I connected these platforms to streamline workflows, making project management more efficient and tailored to my business needs.
Customization Options
Customizing invoices and reports in FreshBooks allowed me to maintain brand consistency. I adjusted templates, added logos, and modified colors to ensure that all client-facing documents reflected my brand’s identity.
Invoicing Linked to Projects
Generating invoices linked to specific projects ensured accuracy in billing. I could include all billable hours and expenses, reducing discrepancies and ensuring that I was compensated fairly for the work completed.
Expense Tracking
FreshBooks is an innovative service that customizes all of your invoices while appearing professional. You can easily send an estimate to help you with jobs and trust that your information is securely stored. There are also essential project features that keep your team on track through accurate budgets.
Logging expenses directly into FreshBooks simplified financial management. I could categorize expenses, attach receipts, and monitor spending, making tax preparation and budgeting more straightforward.
Project Templates
I played with FreshBooks’ project templates when setting up recurring projects, and it saved me a ton of time. Instead of recreating the same project structure from scratch, I simply duplicated an existing template, customized the details, and launched it.
This is a game-changer for businesses that handle similar projects frequently. For anyone using project management tools, FreshBooks’ templates help standardize workflows, reduce setup time, and maintain consistency across projects.
Whether you’re a freelancer managing client work or a small business handling multiple projects, templates keep things efficient and scalable.
Notifications and Alerts
The notifications feature kept me informed about approaching deadlines and project updates. These timely alerts allowed me to address issues proactively, keeping projects on track and clients satisfied.
Budgeting and Expense Management
Setting budgets for projects in FreshBooks helped me manage costs effectively. I could monitor expenses against the budget, preventing overspending and ensuring that projects remained profitable.
Multi-Currency
When I used FreshBooks’ multicurrency feature, I could send invoices and track expenses in various currencies. This flexibility made managing international transactions straightforward, ensuring accurate financial records across different markets.
Centralized File Storage
Having all project files stored centrally in FreshBooks made access convenient. Team members could retrieve necessary documents without delay, reducing downtime and enhancing collaboration.
Client Feedback Integration
I tested the client feedback feature in FreshBooks and was impressed with how simple it was to collaborate. Clients could review project updates, provide comments on deliverables, and request revisions—all within the platform.
This cut down on endless email threads and miscommunications, making the review process much smoother.
For businesses using top project management tools, having built-in feedback integration helps improve client satisfaction and speeds up approvals.
I liked that I could track client responses in one place, ensuring that nothing was missed and keeping projects moving forward efficiently.
Project Status Monitoring
The project status feature provided a clear overview of each project’s progress. I could quickly assess which projects were on track and which required attention, allowing for efficient resource allocation and management.
Security: SSL and Encryption
FreshBooks protects your personal information with industry-standard SSL and encryption so your business is always safe and secure. FreshBooks also incorporates simple setup tools that help you customize your invoices and explore the dashboard.
Communication
You can really enhance team collaboration with these integrated communication features.
Team Collaboration and Communication
The built-in communication tools in FreshBooks allowed my team to discuss project details and share updates directly within the platform. This centralized communication ensured that everyone was on the same page, reducing misunderstandings and enhancing productivity.
Analytics & Reports
Reporting and Dashboards
The reporting tools in FreshBooks provided valuable insights into project performance. I could analyze financial data, track expenses, and monitor progress, aiding in strategic planning and decision-making.
The powerful report applications provide insights about your business that improve its ability to solve and recognize problems. The reports in Freshbooks put all of your data together to present you with a picture of your business’ finances, both generic and specific. Reports are useful and available in your Freshbooks software.
Freshbooks have many integration applications that help make your business run easily without any interruptions. Some integration includes Shopify, Squarespace, Zoom, GSuite, and DropBox.
I tested all of these applications successfully and they run smoothly and efficiently within the Freshbooks software. Because of the merging of these software systems with Freshbooks, you can share data successfully and have a steady flow that runs smoothly between systems.
Performance:
When I tested FreshBooks project management software, I was impressed by how smooth and responsive it felt. It’s designed for small businesses that need a fast, reliable, and easy-to-use platform for managing projects, tracking time, and handling invoices.
Speed & Reliability
FreshBooks loads quickly, and I never ran into slowdowns or glitches while working on projects. Tasks like adding expenses, tracking time, or sending invoices happen instantly—no frustrating lags. Plus, the system has strong uptime, so you’re not dealing with outages that could mess up your workflow.
Feature-Packed for Business Needs
- Task Management: Assign tasks, set due dates, and keep everything on track.
- Time Tracking: Log hours easily and link them to projects or invoices.
- Expense Tracking: Snap receipts and categorize expenses effortlessly.
- Project Collaboration: Invite team members and share files in one place.
Seamless Integrations
FreshBooks plays well with others. I connected it to Stripe, PayPal, and Trello, making it even more powerful for managing business operations.
FreshBooks is one of the best project management solutions for small businesses that want speed, reliability, and user-friendly project tracking tools without a complicated setup.
Ease Of Use:
When I tested FreshBooks as a project management software, the first thing that stood out was its clean, intuitive interface. Navigating tasks, tracking project progress, and managing team collaboration all felt seamless.
The dashboard is well-organized, making it easy to access project details, assign tasks, and monitor expenses. Unlike some project management platforms that require weeks of onboarding, FreshBooks is designed for small businesses to jump right in without a steep learning curve.
Task Management & Collaboration
I tried out the task management software features and found it effortless to create, assign, and track tasks. Team members can collaborate smoothly by sharing updates and files within projects.
Plus, the built-in time tracking ensures accurate billing for projects, making it one of the best project management solutions for businesses that bill by the hour.
Mobile Accessibility & Support
One of the biggest advantages is that FreshBooks isn’t tied to a desktop. I played with the mobile app and could manage projects, track time, and communicate with my team from anywhere. If you ever get stuck, their customer support is fast and reliable, helping businesses stay on track with minimal downtime.
For small businesses looking for an easy-to-use PM software, FreshBooks offers a great balance of project tracking, task management, and collaboration tools. Its simplicity and accessibility make it one of the top project management tools available.
Here’s a quick video I found useful:
Uniqueness:
FreshBooks stands out as a project management software by combining accounting, invoicing, and project tracking in one platform. Its ease of use, mobile access, and built-in time tracking make it unique.
Verdict:
Freshbooks is the leading software for accounting for any freelancer or a small business owner. FreshBooks offers exceptional tools you can easily use. You can easily manage your money and expenses through the best invoicing and time-tracking tools available.
Freshbooks also offers exceptional expense-management and client record resources and reporting. You can quickly get in and out of the tool quickly to perform your work duties without any complications.
Freshbooks allows you to maintain your competitive edge with its reliable software that keeps you current on all of your accounts. Sustaining an organized and prosperous business is challenging and it is helpful to have a functioning software system that you use without any complications.
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