Integration · Collect and manage

FreshBooks and Meteor AI agents

Connect FreshBooks to a Met: look up invoices, payments, clients, expenses and accounting reports with 20 official read-only tools.

Book a demo See every integration

How does FreshBooks connect to Meteor?

With the FreshBooks ready connector, your Met queries your business accounting in FreshBooks using the account the admin authorizes. It gets 20 tools, all read-only: it lists and opens clients, invoices, estimates, payments, expenses, a client's credits, recurring templates and items and services, and it pulls the balance sheet, general ledger, profit and loss, revenue by client and trial balance reports. It helps answer on WhatsApp how much a client owes or how the month is going, without logging into FreshBooks. It creates, edits or charges nothing.

What it automates

What a Meteor Met does with FreshBooks

Answer how much a client owes

A client asks on WhatsApp what they have pending. The Met finds them among your clients, checks their invoices, the recorded payments and the credits in their favor, and answers with what FreshBooks says.

Tell the owner how the month is going

The owner asks the Met how the business is doing. The Met pulls the profit and loss report and the revenue by client report, and summarizes who billed the most and how expenses look.

Check an estimate that was sent

When a client asks about an estimate, the Met finds it among the business's estimates, opens it and confirms what it says, with the items and services it includes.

Look up a single expense or payment

Someone on the team asks whether a payment was already recorded or how much was spent on something. The Met finds the payment or expense in FreshBooks and answers with the detail.

20 tools

Everything your Met can ask FreshBooks for

Each one is a real action in the connector. You can switch off the ones you would rather it never used.

Tool	What it does
`business_profile__list_businesses`	Lists the businesses the connected FreshBooks account can access.
`accounting__list_clients`	Lists the clients registered in FreshBooks.
`accounting__get_client`	Returns the details of a single client.
`accounting__list_credits_for_client`	Lists the credits recorded in a client's favor.
`accounting__list_invoices`	Lists the business's invoices.
`accounting__get_invoice`	Returns the detail of a single invoice.
`accounting__list_payments`	Lists the payments recorded in FreshBooks.
`accounting__get_payment`	Returns the detail of a single payment.
`accounting__list_estimates`	Lists the business's estimates.
`accounting__get_estimate`	Returns the detail of a single estimate.
`accounting__list_expenses`	Lists the expenses recorded in FreshBooks.
`accounting__get_expense`	Returns the detail of a single expense.
`accounting__list_recurring_templates`	Lists the recurring invoice templates.
`accounting__get_recurring_template`	Returns the detail of a recurring invoice template.
`accounting__list_item_and_services`	Lists the items and services the business invoices.
`accounting_reports__get_balance_sheet_report`	Returns the balance sheet report.
`accounting_reports__get_general_ledger_report`	Returns the general ledger report.
`accounting_reports__get_profit_and_loss_report`	Returns the profit and loss report.
`accounting_reports__get_revenue_by_client_report`	Returns the revenue by client report.
`accounting_reports__get_trial_balance_report`	Returns the trial balance report.

The limits

What the FreshBooks integration does NOT do

We would rather say it here than have you find out during rollout.

It does not write to FreshBooks: according to the official listing, the connector is read-only. It does not create or edit clients, invoices, estimates, payments or expenses.
It does not charge or record payments. If the client says they already paid, the Met cannot mark it in FreshBooks: your team does that.
It does not send invoices or payment reminders from FreshBooks. What the Met says goes through the WhatsApp conversation.
It sees no more than the account that authorized the connection. If the account has several businesses, the Met works on the one chosen when listing the businesses.
It does not pay your FreshBooks plan. Usage runs on your account and plan; Meteor does not resell the service.

Before you start

What you need to connect FreshBooks

1

A FreshBooks account with access to the books

Connect with an account that can see the clients, invoices and reports the Met needs, because the connector works with that account's permissions.
2

Connect it in Met

In Met, open Connections → FreshBooks → Connect. A FreshBooks window opens so you can sign in and authorize Met. Since all its tools read, there are no write actions to turn on.

Frequently asked questions

Questions about FreshBooks and Meteor

No. The official FreshBooks connector is read-only: the Met looks up invoices, payments and reports, but it creates, edits or sends nothing.

Yes, with what FreshBooks says: their invoices, the recorded payments and the credits in their favor. If a payment is not recorded yet, the balance the Met sees does not reflect it either.

Yes. The Met lists the businesses the account can access and works on the one you set in the skill.

You do, with your own FreshBooks plan. Meteor does not resell FreshBooks: the connector uses your business's account.

Step by step