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

FreshBooks allows me to create estimates & send proposals, track my time, invoice clients and reconcile my expenses for financial reporting all in one easy to use place. I was using 3 different platforms before to do all of this.

Puntos en contra

It would be nice to have slightly more robust accounting functionality but for the most part it does everything I need it to do. I’d like to be able to track time by quantity rather than just duration.

Puntos a favor

There is so many features that any one at any level can use. The pricing options definitely made this a great purchase item to help my business.

Puntos en contra

It could have some more options on customizing reports.

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.