How to connect FreshBooks to Binom: clients, invoices and estimates, payment recording, invoice status. Available on request.
The FreshBooks integration with Binom moves agreements from conversation into accounting: the AI employee creates a client, an invoice or an estimate, records payment, and tells the client the invoice status. FreshBooks is available on request in the Binom dashboard: Integrations → More integrations → FreshBooks.
What Binom can do in FreshBooks
Binom here means your AI employee. After you connect FreshBooks, it calls the service's actions when the conversation needs that data. You decide which actions are available to it. In the dashboard, each action is labeled: read (Binom only views data), write or delete (Binom changes or deletes data in FreshBooks).
| Section | What Binom can view | What Binom can change |
|---|---|---|
| Clients | Clients | Create, edit, archive |
| Invoices and estimates | Invoices, estimates, credit notes | Create, edit, archive |
| Payments | Payments, other income | Create and edit |
| Services and products | Services and their rates, products, taxes | Create and edit |
| Projects and time | Projects, time tracking | Create and edit |
| Accounting and reports | Chart of accounts, journal entries, expenses, reports (accounts receivable, balance sheet, cash flow) | Create journal entries and expenses |
Can the chatbot send an invoice in FreshBooks?
Yes. Based on the conversation, Binom finds or creates a client ("Create Client") and creates an invoice ("Create Invoice").
Payment and invoice status
When a client reports a payment, Binom records it ("Create Payment"). Binom reports the invoice status after "Get Invoice".
What access you will need
Connection method: sign in via OAuth 2.0 (you log in to your service account and confirm access). Details for each method are shown in the "Authentication" block on the FreshBooks page in the dashboard.
How to get the FreshBooks integration
FreshBooks is connected on request: first, the Binom team sets up the integration for your account. General catalog rules are described in the instructions how to connect a service from "More integrations".
- Open Integrations → More integrations, enter "FreshBooks" in the "Search integrations" field, and open the FreshBooks card.
- The "FreshBooks integration for assistant" page will show the message "Integration available on request. Request it now and we will set it up for you as a priority." Assistant here means your Binom. The "Authentication" block shows what access you will need, and the "Actions" list shows everything Binom can do in FreshBooks.
- Click "Request integration". The message "Request sent. You will receive a notification when the integration is available." will appear, and the button will change to "Requested".
- A Binom setup specialist will contact you. When the integration is ready, a "Connect" button will appear on the FreshBooks page.
- Click "Connect", go through the steps in the "Connecting FreshBooks" window, and click "Done". After "Connecting…", the status will change to "Connected". If the message "Confirmation has not arrived yet. The connection may still complete: check again in a minute." appears, click "Check again".
How to choose what Binom can do in FreshBooks
A connected integration does nothing until you allow actions. The dashboard states this clearly: "Select the actions the assistant can call. Until something is selected, it has no access to any of them."
- On the FreshBooks page, tick the actions you need in the "Actions" list. To find them by name, use the "Filter actions" field. The counter shows how many are selected.
- Check the "Ask before changing data" toggle. It is on by default: before any action that writes or deletes records, Binom will describe what it plans to do and wait for your confirmation.
- Click "Save". The message "Allowed actions saved" confirms your changes.
To start, "List Clients", "Create Client", "Create Invoice" and "Get Invoice" are enough. Add update and delete actions when you are ready to let Binom make changes in FreshBooks.
How to check that the integration works
- Start a new chat with your Binom, for example through the public chat link, and ask it to book a test service. Then check the client and the invoice in FreshBooks.
- Archive the test invoice after checking.
Common problems
Binom does not use FreshBooks data in its answers
What to check: that the FreshBooks status is "Connected" and that the necessary actions are ticked (for example "Create Client").
What to do: tick the actions and click "Save".
How to tell it is fixed: the message "Allowed actions saved" appears, and in a new chat Binom answers using FreshBooks data.
"Could not save the request. Please try again."
What to do: click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (FreshBooks).
How to tell it is fixed: the button shows "Requested".
"The integration is temporarily unavailable – your request has been saved."
No further action is needed: your request is saved, and you will get a notification when FreshBooks can be connected.
"Reconnection required"
What this means: "The service no longer accepts saved credentials, so the assistant does not use them."
What to do: open the FreshBooks page under More integrations, click "Reconnect" and go through the connection window again.
How to tell it is fixed: the status shows "Connected".
"Could not start the connection. Please try again."
What to do: click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (FreshBooks) and a screenshot of the message.
How to tell it is fixed: the "Connect FreshBooks" window opens.
"Available on a paid plan" instead of the connect button
The page will show "Available on a paid plan. Tell us what you need, and we will let you know when it launches." For what each plan includes, see the subscription plans and pricing page. For how to change your plan, see the guide how to change or upgrade your plan. After changing your plan, return to More integrations and open FreshBooks again.
"You do not have permission to manage this section."
What this means: only users with the Owner or Admin access level can manage integrations.
What to do: ask the account owner to give you the Admin access level or to connect FreshBooks yourself. More details: access levels in the team.
How to tell it is resolved: after you refresh the page, the integration settings open.
If the problem is not resolved, write to support@binomai.com or, in the Binom Tutor chat, type "I want to talk to a person". Specify the name of the Binom, the integration, and attach a screenshot of the message.
How to disconnect FreshBooks
On the FreshBooks page, click "Disconnect". The "Disconnect FreshBooks?" window will show a warning: "The assistant will lose access to the service. To restore it, you will need to reconnect the integration and enter the credentials again." Confirm, and the message "Integration disconnected" will appear.
Other common questions
Can Binom prepare an estimate in FreshBooks?
Yes, using the "Create Estimate" action.
Do I need a developer to integrate FreshBooks?
No. You request FreshBooks in the Integrations → More integrations section, the Binom team sets up the integration, and then you connect the account yourself and choose the actions.
What's next
Updated October 21, 2026
