FreshBooks

Puntos a favor

Una de las cosas que mas me gustó y que no he visto es otros software de CRM o facturas, es el estilo actual y diferente que tiene para crear las facturas, me parece innovador y es algo que seguramente te hará ver como una empresa grande y moderna ante tus clientes. Muy completo, integración con bastante cantidad de bancos para llevar el control de tus gastos.

Puntos en contra

Dos cosas me parece que le hace falta, lo primero es que el correo que se le envía al cliente debería contener un PDF con la factura, aparte del enlace para ir a la página y ver la factura en linea. La segundo que esperaba era poder agregar un método de pago como por ejemplo paypal, que permitiera a los clientes acceder a su cuenta paypal y pagar directamente el monto de la factura.

Puntos a favor

It was so easy to add and remove third party apps if and when they were needed.Plus, there were lots of options for third party apps that I could plug in or switch out as needed.

Puntos en contra

It never once made me a cup of coffee. I know that sounds like a weird joke but that's pretty much the only thing that it couldn't do for me.

Puntos a favor

Tracking and customer portal that is fully labeled as your own... this is a feature most competitors do not have. Know when your customers have viewed your invoices and even printed them! Slick mobile app

Puntos en contra

Pricing has gone up vis a vis other comparable competitors. Ticketing is very basic. One issue that could have been done better is that this is more of a quoting system and not proposal based. So making fancier proposals you are best off using another platform.

Puntos a favor

I have been working with FreshBooks for a couple of years now and recently tried one of their additional bookkeeping/reconciling services through Bench. I gave it 6 months and realized that I didn't have enough transactions to make the service feasible. [SENSITIVE CONTENT HIDDEN] was the person who assisted me in closing out that service and moving me back to the original Freshbooks plan. He did an excellent job of understanding my situation and ensuring that they had done everything possible to make things right. Along with the other live support I have used numerous times, the personal interactions with the team at Freshbooks has always been outstanding.

Puntos en contra

I'd like to to see some of the reporting functions have more flexibility to show things that are important to me. Things that would allow me to do more budgeting and planning.

Puntos a favor

FreshBooks is good for freelancers or service-based small businesses that need to track time spend on client projects, and report the time on invoices. It's also good for tracking basic expenses, whether they are allocated to the business, or passed on to clients. The reporting features are also useful.

The payroll integration with Gusto is a simple and affordable way to run payroll for a small business.

Puntos en contra

The mobile app for time tracking became so buggy that I had to stop using it; it would frequently lose track of the time if I paused the timer. They also added a "feature" that creates a new line item on the invoice every time you pause the timer, which really clutters up the invoice. I now use a separate tracking app and manually enter my time.

The accounting features are barely adequate, and the accounting functionality is more like a public beta than production software. There's a chart of accounts, bank reconciliation, and a general ledger. We use cash-basis accounting, so it works for us, but if you carry inventory, I don't think FreshBooks will support accrual accounting. The bank reconciliation was officially "beta" until very recently.

Admins aren't allowed to edit the chart of accounts, so you need to have an accountant or bookkeeper set it up. Unfortunately, most accountants I've talked to won't work with FreshBooks directly. Strangely, FreshBooks will help you find a bookkeeper who works with FreshBooks, but not an accountant.