About FreshBooks
FreshBooks is a cloud-based accounting platform built for small and medium-sized businesses. It streamlines invoicing, expense tracking, time management, and financial reporting—helping teams stay on top of cash flow and business finances without complexity.
By connecting Saysimple to FreshBooks, your team can instantly share invoices, payment reminders, and financial updates with customers through WhatsApp and email. Send invoice links directly in conversations, automate payment follow-ups, and reduce back-and-forth communication—all while keeping customer interactions in your shared inbox for seamless team collaboration.
Popular use cases
Send Invoices Instantly via WhatsApp
When you create an invoice in FreshBooks, automatically send it to your customer through WhatsApp via Saysimple. Instead of emailing PDFs, customers receive a secure link directly in their messaging app where they're already engaged with your business. Track opens and follow up immediately if needed.
Automate Payment Reminders
Set up automated WhatsApp reminders for overdue invoices. When a payment is missed in FreshBooks, Saysimple triggers a friendly reminder message to the customer. Your team stays informed in the shared inbox and can respond if customers have questions—speeding up collections and reducing admin work.
Sync Customer Billing Data with Conversations
Connect customer payment history and invoice status from FreshBooks to Saysimple. Agents see billing information right in the conversation thread, enabling them to answer payment questions instantly and provide better service without switching between tools.
