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FreshBooks

Accounting Payments Secure OAuth

Run your FreshBooks books from one chat — invoice clients, track expenses and pull reports, while your AI assistant does the steps

What it does

FreshBooks actions

122 actions

Ask in plain language — Praxivara picks the right FreshBooks action, runs it, and confirms anything sensitive first.

Get Current User & Businesses

Look up who is connected and the businesses they can act on.

List Invoices

Get a list of invoices for the account.

Get Invoice

Get the full details of one invoice.

Create Invoice

Create a new invoice for a client.

Update Invoice

Change fields on an existing invoice.

Send Invoice by Email

Email an invoice to the client.

Delete Invoice

Delete an invoice.

List Recurring Invoices

Get the list of recurring-invoice templates.

Get Recurring Invoice

Get one recurring-invoice template.

Create Recurring Invoice

Set up an invoice that repeats on a schedule.

Update Recurring Invoice

Change a recurring-invoice template.

Delete Recurring Invoice

Stop and remove a recurring-invoice template.

Get Default Online Payment Options

See the account's default online-payment settings for invoices.

Get Invoice Payment Options

See which online payment methods are enabled on one invoice.

Set Invoice Payment Options

Turn on an online payment method for an invoice.

List Estimates

Get a list of estimates.

Get Estimate

Get the details of one estimate.

Create Estimate

Create a new estimate (quote) for a client.

Update Estimate

Change fields on an existing estimate.

Delete Estimate

Delete an estimate.

List Clients

Get a list of clients.

Get Client

Get the details of one client.

Create Client

Add a new client.

Update Client

Change a client's details.

Delete Client

Delete a client.

List Expenses

Get a list of expenses.

Get Expense

Get the details of one expense.

Create Expense

Record a new expense.

Update Expense

Change fields on an existing expense.

Delete Expense

Delete an expense.

List Expense Categories

Get the list of expense categories.

Get Expense Category

Get one expense category.

List Bills

Get a list of vendor bills (money you owe).

Get Bill

Get one vendor bill.

Create Bill

Record a new bill from a vendor.

Update Bill

Change fields on an existing bill.

Delete Bill

Delete or archive a bill.

List Vendors

Get a list of vendors (suppliers).

Get Vendor

Get one vendor's details.

Create Vendor

Add a new vendor.

Update Vendor

Change a vendor's details.

Delete Vendor

Delete a vendor.

List Bill Payments

Get a list of payments made against bills.

Get Bill Payment

Get one bill payment.

Create Bill Payment

Record a payment made against a bill.

Update Bill Payment

Change a recorded bill payment.

Delete Bill Payment

Delete a recorded bill payment.

List Payments

Get a list of payments received.

Get Payment

Get one payment.

Record Payment

Record a payment received against an invoice.

Update Payment

Change a recorded payment.

Delete Payment

Delete a recorded payment.

List Credit Notes

Get a list of client credits and credit notes.

Get Credit Note

Get one credit note.

Create Credit Note

Issue a credit to a client.

Update Credit Note

Change an existing credit note.

Delete Credit Note

Delete a credit note.

List Items

Get a list of saved line items (products/services).

Get Item

Get one saved item.

Create Item

Save a reusable line item.

Update Item

Change a saved item.

Delete Item

Delete a saved item.

List Taxes

Get a list of tax rates.

Get Tax

Get one tax rate.

Create Tax

Create a new tax rate.

Update Tax

Change a tax rate.

Delete Tax

Delete a tax rate.

List Other Income

Get a list of income recorded outside of invoices.

Get Other Income

Get one other-income entry.

Create Other Income

Record income that did not come from an invoice.

Update Other Income

Change an other-income entry.

Delete Other Income

Delete an other-income entry.

List Journal Entries

Get the manual double-entry journal entries.

Create Journal Entry

Post a manual double-entry adjustment to the ledger.

Update Journal Entry

Change a manual journal entry.

Get Ledger Account

Get one chart-of-accounts (ledger) account.

Create Ledger Account

Add a new account to the chart of accounts.

List Staff (Legacy)

Get the legacy list of staff on the account.

Get Staff (Legacy)

Get one legacy staff record.

List Team Members

Get the people on the business (current team-member model).

Get Team Member

Get one team member.

Get Account System Settings

Read the business/account settings (currency, timezone, address).

List Payment Gateways

See which online payment gateways are connected.

Delete Payment Gateway

Disconnect a payment gateway.

List Tasks

Get the list of billable task types.

Get Task

Get one task type.

Create Task

Create a billable task type with an hourly rate.

Update Task

Change a task type.

Delete Task

Delete a task type.

Report: Invoice Details

Run the invoice details report.

Report: Payments Collected

Run the payments-collected report.

Report: Tax Summary

Run the tax summary report.

Report: Accounts Aging

Run the accounts-aging (overdue receivables) report.

Report: Expense Details

Run the expense details report.

Report: Profit & Loss

Run the profit and loss report.

Report: Balance Sheet

Run the balance sheet report.

Report: Trial Balance

Run the trial balance report.

Report: General Ledger

Run the general ledger report.

Report: Chart of Accounts

List the chart of accounts with balances.

Report: Cash Flow

Run the cash flow report.

Report: Journal Entries

Run the manual journal entry report.

List Webhooks

Get the registered webhook callbacks.

Get Webhook

Get one webhook callback.

Create Webhook

Register a URL to be notified when something changes.

Verify / Resend Webhook

Confirm ownership of a webhook URL or resend its code.

Delete Webhook

Remove a webhook callback.

List Projects

Get a list of projects.

Get Project

Get one project, including its team members.

Create Project

Create a new project.

Update Project

Change a project's details.

Delete Project

Delete a project.

List Services

Get the list of services offered on projects.

Get Service

Get one service.

Create Service

Add a new service.

Get Service Rate

See the hourly rate for a service.

Set Service Rate

Set the hourly rate for a service.

Update Service Rate

Change the hourly rate for a service.

List Time Entries

Get a list of tracked time entries.

Get Time Entry

Get one time entry.

Create Time Entry

Log time worked.

Update Time Entry

Change a logged time entry.

Delete Time Entry

Delete a time entry.

What it watches for

FreshBooks triggers

1 trigger

Events in FreshBooks that can start an automation on their own — no clicks required once you set it up.

New FreshBooks event Webhook

Fires on a FreshBooks event you choose — a new invoice, payment, client, and more.

Just ask

What you can ask in plain English

No menus, no automation builder to learn. Type it like you'd ask a capable assistant — Praxivara figures out the FreshBooks steps and shows you exactly what it did.

Catch me up on what needs my attention in FreshBooks today.
Handle this in FreshBooks and confirm before anything goes out.
Build me an AI agent that keeps FreshBooks tidy every morning.
Pull the latest from FreshBooks and turn it into a one-page report.
Works great with

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