AI agents for FreshBooks
A Monmo AI agent works in FreshBooks the way an office manager at a small agency or practice would. It turns tracked time into invoices, chases clients who pay late with a personal note, logs expenses from emailed receipts and tells you which projects are over budget. It signs in as your own FreshBooks user and asks before it sends an invoice or saves an entry.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in FreshBooks
Invoice the month's tracked time
On the last working day the agent gathers unbilled time entries for each client and project, groups them by service with the right rate and drafts one invoice per client. You review the batch before anything is sent.
AskDraft FreshBooks invoices for all unbilled time in November, one per client, grouped by service. Show me before sending.
Chase late clients with a personal note
FreshBooks can send set reminders. The agent adds the personal follow-up: it reads the Accounts Aging report and the last Gmail or Outlook emails with each late client, then drafts a note that refers to the work and the invoice.
AskEvery Tuesday, draft a personal follow-up for clients more than 14 days late, mentioning the project and invoice number.
Turn receipts into expenses
It finds receipts in Gmail or a Google Drive folder, reads the vendor, date, amount and tax, picks the category you used before and marks the expense billable to a client where it belongs. Saving asks first.
AskLog the receipts in my October Drive folder as FreshBooks expenses, and mark the ones that should be billed to Hartley Studio.
Check project budgets
Each Friday it compares hours and expenses logged on every project with its budget or fixed fee, and posts the projects past 75 percent in Slack, with who logged the most time.
AskEvery Friday, tell me which FreshBooks projects are over 75 percent of budget and who logged the most time on each.
Turn an accepted estimate into an invoice
When a client accepts an estimate, the agent drafts the deposit invoice from it, sets the due date from your terms and adds the project, so the work can start once you approve the send.
AskPine and Oak accepted estimate 1042. Draft a 30 percent deposit invoice due in 7 days and show it to me.
Get the books ready for your accountant
Before year end it pulls the Profit and Loss, the expense report and the sales tax summary, lists expenses with no receipt and payments not matched to an invoice, and puts it all in one Google Drive folder.
AskPrepare a year-end folder for my accountant from FreshBooks: P&L, expenses by category, tax summary and a list of loose ends.
Answer what a client owes
Ask about one client and it reads their invoices, retainer, credits and payments, including card payments through Stripe, then tells you what is outstanding, since when and what was last said about it.
AskWhat does Hartley Studio owe us right now, how old is each invoice, and when did we last chase them?
How it connects
- 1You sign in to your own FreshBooks account once. The agent works with your team member role, so if you connect as the account owner it can see everything the owner can; a narrower role limits it in the same way.
- 2You choose which agents may use FreshBooks. A bookkeeping agent needs it; a project agent may only need to read time and budgets.
- 3Reading invoices, time, expenses and reports needs no approval. Sending an invoice or reminder, recording a payment, and creating or changing an expense, client or estimate each ask first, and one card can cover a batch.
More in Accounting and payments
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; FreshBooks is not on screen.
On screen
Xero
Gmail
Google Sheets
Pick a job. Watch it get done.
- Why
- Your weekday bookkeeping routine.
- Where
- Fieldwork in Xero · business account
- What to expect
- Marks 18 lines reconciled. The 2 odd lines are left for you, and no reminder is sent.
Your team. Connected to everything.
Cash and receivables — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent create and send invoices in FreshBooks?
It drafts them and sends them once you allow it. A Monmo agent builds each invoice from unbilled time, an accepted estimate or a list you give it, then shows the whole batch on one card. On your approval it sends through the FreshBooks connection, or in its own browser when the connection does not cover something.
Can it follow up on overdue FreshBooks invoices?
Yes. Alongside the reminders FreshBooks sends, the agent writes a personal follow-up for each late client, using the invoice, the project and your earlier emails. You approve the messages before they go out from Gmail or FreshBooks, and replies come back to you.
Is it safe to connect FreshBooks to an AI agent?
The agent uses the FreshBooks login you connect and stays within that user's role. It reads without asking, but every invoice, payment, expense or client change waits for your approval. You can limit FreshBooks to one agent, watch its screen while it works and disconnect it whenever you like.
Will it do my taxes from FreshBooks?
No. The agent does not file returns or give tax advice. It prepares what the person who files needs: reports for the right period, a sales tax summary, expenses grouped by category and a list of items to resolve. You or your accountant make the tax decisions.