ceven

FreshBooks

Syncs every invoice, expense, and project hour into your central operations hub, drafts client proposals based on project scope, and automates payment reminders.

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Why use Ceven?

  1. AI native FreshBooks integration

    • Describe the outcome and Ceven picks the right FreshBooks calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your FreshBooks data, across all 10 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke FreshBooks access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in FreshBooks, when, and on whose behalf.
    • The agent pauses and asks when FreshBooks is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach FreshBooks.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every FreshBooks action to support review and sign off.

Supported tools

Every action Ceven's agents can run on FreshBooks, and when to use it.

List Businesses
Pull all businesses associated with the account to find the correct business ID for further calls.
List Projects
Retrieve all projects for a specific business ID to track progress or billing status.
Create Invoice
Use this to generate a new invoice for a client based on project hours or fixed fees.
Get Invoice
Pull the full details of a specific invoice including line items and payment status.
Update Invoice
Modify invoice details such as due dates or line item descriptions after creation.
List Clients
Retrieve a list of all clients to identify billing contacts and account status.
Create Client
Add a new client record to FreshBooks using name and contact information.
Log Time
Add a time entry to a specific project for a client to ensure billable hours are tracked.
List Expenses
Pull a list of all recorded expenses to reconcile against project budgets.
Create Expense
Record a new business expense and assign it to a specific category or client.
Search Invoices
Query invoices by status or client name to find unpaid or pending bills.
Update Project
Change the status or budget of an existing project to reflect current progress.

12 actions · scroll to see them all

Frequently asked questions

Ceven uses OAuth 2.0 to connect to your FreshBooks account. When you start the connection, you are redirected to the FreshBooks login page where you grant specific permissions to Ceven. FreshBooks then provides us with an access token and a refresh token. We store these tokens using industry standard encryption at rest. We never see or store your actual FreshBooks password. If you want to stop the integration, you can revoke the access token directly from your FreshBooks app settings, which immediately cuts off our ability to make API calls on your behalf.
Yes. You can build a workflow that triggers on a specific calendar date or a project event. For example, the agent can check for all projects with unbilled hours on the first of every month and automatically create draft invoices for those clients. You can set the workflow to send them immediately or save them as drafts for your final review. This ensures that no billable time slips through the cracks and your billing cycle remains consistent regardless of how many projects you are juggling at once.
Yes. Because Ceven uses the List Businesses action first, it can identify every business entity associated with your authenticated user profile. You can specify which business ID the agent should use for specific workflows or create a routing logic where the agent selects the business based on the client name. This is particularly useful for consultants who run multiple separate agencies or entities under one FreshBooks login and need to keep their financial records and invoicing streams completely separate.
Yes. FreshBooks enforces a strict rate limit on their API to ensure platform stability. If a workflow attempts to pull thousands of invoices or log hundreds of time entries in a very short window, FreshBooks may return a 429 Too Many Requests error. Ceven handles this by implementing an automatic retry logic with exponential backoff. This means the agent will pause and try again after a short delay. While this prevents the workflow from failing, very large data migrations might take slightly longer to complete than smaller updates.
Ceven can integrate FreshBooks expense tracking with your other tools. For instance, if you use a project management tool to track costs, Ceven can pull those costs and create corresponding expense entries in FreshBooks. It can also monitor your FreshBooks expenses and alert you via Slack or email when a project exceeds a certain spending threshold. By mapping expenses to specific clients, the agent ensures that all reimbursable costs are captured and added to the final client invoice without manual data entry.
Yes. You can create a workflow that runs daily to search for invoices with a status of sent but not paid that are past their due date. The agent can then cross reference the client contact info and send a personalized reminder via your connected email provider. You can even set different levels of urgency based on how many days the invoice is overdue, starting with a gentle nudge and moving to a more formal request as the payment delay increases.
Ceven can read and write time logs in FreshBooks. You can build a workflow where a status change in a tool like Jira or Trello triggers the agent to log a specific amount of time against a FreshBooks project. Conversely, the agent can pull all time logs for a specific week and generate a summary report for your review. This creates a seamless link between the work being performed in your production tools and the billable records in your accounting software.
We treat your financial data with the highest level of security. All data transmitted between FreshBooks and Ceven is encrypted using TLS. We do not sell your financial data or use it to train global models. Access to the data is strictly governed by the OAuth scopes you approved during the connection process. Furthermore, our audit logs track every single action the agent takes in your FreshBooks account, so you can see exactly when an invoice was created or a client record was modified.

Alternatives to FreshBooks

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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