FreshBooks
On the roadmap · Accounting & migration
FreshBooks is on the roadmap. Until then, upload or forward it and Fiona books it.
What happens today
Not connected by API yet. Export the trial balance plus open invoices; Fiona carries the AR balance over so nothing you're owed is lost.
Why it matters to your books
FreshBooks books lean on AR. The number that must survive the move is the list of open invoices — a lost receivable is money you stop chasing.
What Fiona reads
- Trial balance
- Open invoices (AR)
- Clients and contacts
How to set it up
- FreshBooks → Reports → General ledger (or Invoice details) → export CSV
- Send the export to Fiona, or forward it to your Fiona inbox
- She reads your invoices and expenses so nothing restarts from zero
Questions people actually ask
Can Fiona invoice like FreshBooks does?
Yes. She drafts the invoice and you approve it before it sends — the same approval rule that governs everything else she does.
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