FreshBooks + Go Fig
Connect FreshBooks accounting data to Go Fig for deeper financial reporting and business insights.
FreshBooks is the accounting system of choice for services-heavy small and mid-market companies, agencies, consultancies, professional services firms, creative studios, where invoicing, time tracking, and expense management live in one tool. Its built-in reports cover the basics but fall short once finance wants client-level profitability, utilization analysis, or multi-source reporting. Go Fig connects to FreshBooks via its OAuth 2.0 API, pulls every invoice, expense, time entry, client, and payment into your Financial Intelligence Graph, and lets Celeste and your team build the segmentation and cash-flow views FreshBooks cannot assemble on its own. The data lands alongside HubSpot, payroll, and bank data so client-level margin and project profitability are one query away.
Key facts
- Sync grain
- Invoice-line, expense, and time-entry level
- Multi-business
- Multiple FreshBooks accounts in one tenant
- Multi-currency
- Native plus reporting currency preserved
- Historical backfill
- Full account history (typically 3 to 5 years)
- Project data
- Time entries, tasks, and projects synced
What you can do with FreshBooks data in Go Fig
Client and project profitability
Join invoice revenue to tracked time, billable hours, and direct expenses at the project level so you know which clients actually make money after realized utilization, not just booked rate.
Cash-flow and AR aging diagnostics
Pull the full payment history and receivables aging bucket so finance can forecast collections by client, flag late payers, and model cash-conversion under realistic timing.
Cross-system reporting for services firms
Combine FreshBooks with HubSpot (pipeline), Gusto or ADP (fully-loaded labor cost), and bank data so leadership sees the full services P&L by client, practice, or consultant without copy-pasting between tabs.
Data available from FreshBooks
Go Fig extracts and normalizes the following data from your FreshBooks account:
How to connect FreshBooks
Authorize Go Fig against your FreshBooks account
Click Connect FreshBooks inside Go Fig. You will be redirected to FreshBooks to approve read access on the business accounts you pick. FreshBooks supports multiple businesses per login; select only the accounts Go Fig should see.
Pick the business profile and time window
If you run more than one business (e.g., a holding entity plus operating entity) Go Fig syncs each with its own business ID. Choose how far back to backfill, FreshBooks retains history indefinitely so three to five years is typical for rebuilding client-level profitability trends.
Map services and expense categories
FreshBooks items and expense categories are imported as native columns. Celeste pre-suggests a mapping of expense categories into your management P&L structure (COGS vs. OpEx, direct vs. overhead) so the first P&L view is usable without manual tagging.
Join to payroll and CRM for complete services P&L
If Gusto, ADP, or a HubSpot CRM connection is active, Go Fig links FreshBooks clients to CRM companies by name and email, and joins time entries to fully-loaded labor cost from payroll. The result is a realized-margin view at the client and project level, which FreshBooks reports do not produce natively.
Authentication: OAuth 2.0 with scoped access to the FreshBooks business account (Account ID). Go Fig uses the refresh-token flow so you only authorize once; tokens can be revoked from inside FreshBooks under Account Profile without breaking other integrations. Multi-business owners select which accounts Go Fig can read.
Common Questions About FreshBooks Integration
Which FreshBooks plan is required?
All paid FreshBooks plans (Lite, Plus, Premium, Select) expose the API that Go Fig uses. The Lite plan caps billable clients, which affects the volume of data rather than the integration itself. If you use FreshBooks Classic (the older product) rather than FreshBooks (New), Go Fig still connects but some object types (projects, time entries) are richer in the New product.
How does Go Fig handle FreshBooks' multi-currency?
FreshBooks stores invoices in the currency the invoice was issued in. Go Fig preserves the original currency, captures the exchange rate FreshBooks recorded at the invoice date, and also materializes a reporting-currency column (USD by default, configurable). This matches how consolidated reporting typically works and keeps FX variance visible rather than buried.
Can Go Fig read time entries and project data, not just invoicing?
Yes. Time entries, tasks, and project membership are first-class. Utilization analysis (billable hours over total hours logged) is a common use case, and Celeste can build that view joined to the invoice it flowed into, which is the realized-utilization calculation most services firms struggle to assemble.
What happens when a FreshBooks invoice is edited after payment?
FreshBooks mutates the invoice in place rather than issuing a credit note for small edits. Go Fig captures the updated_at timestamp on every sync, preserves the prior version in the history table, and emits a change event so downstream flows can decide whether to reopen a closed period. Audit trails remain intact even when the source allows in-place edits.
How current is FreshBooks data inside Go Fig?
Hourly incremental sync anchored on updated_at, which covers invoices, expenses, payments, and time entries. Full reindex runs nightly. Close-week on-demand sync is available for the controller, which is relevant at month end when late expense receipts or back-dated time entries land.
Ready to connect FreshBooks?
See how your FreshBooks data looks in Go Fig with a personalized demo.
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