FreshBooks Plus

Mid-tier cloud accounting plan with double-entry accounting, bank reconciliation, recurring invoices, accountant access, and 50 billable clients for service businesses.

FreshBooks Plus is the most popular mid-tier cloud accounting plan combining double-entry accounting, automated bank reconciliation, recurring invoices, automated late payment reminders, eSignatures, retainers, and up to 50 billable clients.

Top Features

Double-entry accounting

Industry-standard double-entry accounting with General Ledger, Chart of Accounts, Trial Balance, Balance Sheet, and Cost of Goods Sold delivers complete visibility into financial books.

Automated bank reconciliation

Connect bank accounts and credit cards to automatically import transactions, with FreshBooks scanning and matching activity to your account entries for fast, accurate book closing.

Recurring invoices & retainers

Set up recurring invoices for monthly subscription work, automate late payment reminders and late fees, and collect client retainers in advance to forecast workload and revenue.

Beyond licensing, a seamless, fully supported FreshBooks Plus experience with Discreet Vision.

Why Your Business Needs FreshBooks Plus

FreshBooks Plus isn't just upgraded invoicing, it's the mid-tier cloud accounting platform combining double-entry accounting, bank reconciliation, recurring billing, and accountant access for service businesses.

50 Billable Clients Capacity: Plus expands client capacity to 50 from Lite’s 5, letting growing freelancers and service businesses maintain anchor clients alongside seasonal and ad hoc work without juggling.

Industry-Standard Bookkeeping: Double-entry accounting, automated bank reconciliation, General Ledger, Chart of Accounts, Trial Balance, and Balance Sheet reports deliver financial precision your accountant needs.

Automated Recurring Billing: Set recurring invoices for retainer or subscription work, automated late payment reminders that nudge clients before payments are overdue, and configurable late fees for cash.

Built-In Accountant Access: Plus includes free accountant access with a dedicated login for your accountant, enabling seamless collaboration on books, easy data sharing, and clean handoffs at tax time.

Built for how growing service businesses scale their finances confidently.

Everything a growing service business needs to scale finances at scale, delivered in one mid-tier cloud accounting platform covering double-entry accounting, bank reconciliation, recurring invoices, retainers, eSignatures, project tracking, and accountant access.

Double-Entry Accounting & Bookkeeping

FreshBooks Plus delivers industry-standard double-entry accounting that records every transaction with matching debit and credit entries across at least 2 accounts, painting a complete picture of your books with full audit trail visibility. Standard double-entry reports include General Ledger, Trial Balance, Chart of Accounts, Balance Sheet, Profit and Loss, and Cost of Goods Sold. With this comprehensive view, you can make informed decisions like setting aside money for tax time.

Automated Bank Reconciliation

Connect business bank accounts and credit cards to FreshBooks for automatic transaction imports, then let the bank reconciliation tool scan accounts and provide a list of likely matches between bank entries and FreshBooks records. Manually match remaining entries to ensure accuracy, and record transfers between accounts, owner’s contributions or draws, and expense refunds without manual journal entries to save bookkeeping time. Automatic AI expense categorization improves over time.

Recurring Invoices, Retainers & eSignatures

Set up recurring invoices that automatically generate and send on schedules you define for monthly retainer or subscription engagements, eliminating the manual work of billing for ongoing client work each cycle. Automated late payment reminders nudge clients before invoices become overdue, and configurable late fees apply automatically per terms. Client retainer forecasting tracks advance payments collected against time billed, while eSignatures let clients approve estimates.

Project Tracking, Proposals & Estimates

Project time tracking links billable hours, expenses, and team collaboration to specific client projects, making accurate labor cost allocation simple across multiple engagements running simultaneously each month. Create professional proposals outlining project scope, timeline, and deliverables, plus detailed estimates that clients can approve electronically and convert into invoices with one click. Stored proposals and templates within built-in storage make creating quotes faster.

Accountant Access, Mobile & Live Help

Plus includes free accountant access with a dedicated login that lets your accountant or bookkeeper view your books, run reports, and collaborate on transactions without exporting files manually each month. The FreshBooks mobile app for iOS and Android lets you create invoices, capture receipt photos, track time and mileage, and accept payments from your phone wherever you are. All financial data is protected by 256-bit SSL encryption, with FreshBooks Live customer support included.

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Best pricing, seamless setup, deployment assistance, and dedicated support from Discreet Vision.

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FreshBooks Plus