FreshBooks vs PlanAutomate Project Automation

QuickBooks Enterprise

Wave

QuickBooks Online Advanced

Cloud ERP

ACADEMIA ERP / SIS

Dreeven

Compare FreshBooks and PlanAutomate Project Automation based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

QuickBooks Online

QuickBooks Online is an all-in-one online business software designed to help manage business finances. The platform is built to scale businesses, unlocking insights and providing the functionality of a larger team, all on one integrated platform.

PayPal

PayPal provides an end-to-end suite of tools that can integrate with a business's existing systems and service providers. Its network of shoppers and businesses provides AI-driven data insights to help businesses reach new customers and drive results.

Abby

Abby helps businesses ensure that customer documents are legal and comply with the rules. Customers can pay online and receive reminders for late payments.


FreshBooks lets you create, send & track invoices, as well as create expenses, send late payment reminders and account statements, and set up recurring billing.

Accounting

Accounting Integration

Accounts Payable

Accounts Receivable

ACH Payment Processing

Activity Dashboard

Activity Tracking

Alerts/Notifications

Attendance Tracking

Automatic Billing

Automatic Time Capture

Bank Reconciliation

Billable Items Tracking

Billable & Non-Billable Hours

Billing & Invoicing

Billing Portal

Billing Rate Management

Chart of Accounts

Client Management

Client Portal

Collaboration Tools

Communication Management

Contact Database

Cost Database

Cost Estimating

Credit Card Processing

Customer Accounts

Customer Statements

Customizable Branding

Customizable Invoices

Customizable Templates

Data Security

Data Visualization

Deferred Billing

Direct Deposit

Discount Management

Document Storage

Electronic Payments

Email Management

Email Reminders

Employee Database

Employee Management

Employee Profiles

Estimating

Expense Claims

Expense Tracking

Financial Analysis

Financial Management

Financial Reporting

For AEC Industry

For Small Businesses

General Ledger

Hourly Billing

Income & Balance Sheet

Inventory Management

Invoice Creation

Invoice History

Invoice Management

Invoice Processing

Job Costing

Mileage Tracking

Mobile Access

Mobile App

Mobile Payments

Mobile Receipt Upload

Multi-Currency

Multi-Language

Multi-Period Recurring Billing

Multiple Billing Rates

Multiple Projects

Online Invoicing

Online Payments

Online Time Tracking

Partial Payments

Payment Processing

Payment Tracking

Payroll Management

Payroll Reporting

Performance Metrics

Profit/Loss Statement

Project Accounting

Project Billing

Projections

Project Management

Project Planning

Project Time Tracking

Project Tracking

Proposal Generation

Quotes/Estimates

Real-Time Updates

Receipt Management

Receivables Ledger

Recurring Invoicing

Recurring Payments

Recurring/Subscription Billing

Reporting/Analytics

Reporting & Statistics

Sales Tax Management

Search/Filter

Reviews for FreshBooks come from a wide variety of industries, including marketing and advertising (9% of reviewers), information technology and services (8%), and computer software (7%). The most frequent use case for FreshBooks cited by reviewers is billing and invoicing (58% of reviewers).

Users and use cases

Reviewers appreciate the 30-day free trial and transparent pricing, and some users say FreshBooks is affordable for small businesses. However, some users report escalating costs for larger teams and feel advanced features require expensive higher-tier plans.

Value for money

The FreshBooks integrations most frequently cited by reviewers are: Stripe (a payment processing product rated 4.4 out of 5 for its integration with FreshBooks), PayPal (a payment processing product, 4.9), and Asana (a project management product, 4.5).

Integrations

FreshBooks is a billing and invoicing program offering key features such as invoice creation, online invoicing, payment processing, financial reporting, and expense tracking, among others.

FreshBooks

Web-based

Android

Windows

iPad

iPhone

Lite

Plus

Premium

Select

Assistant Director

It also help tracks paid and over due invoices, with its invoice and billing management features i also get to issue a professional invoice.

Outside Sales

FreshBooks has a very efficient invoicing tool which helps us to create beautifully branded invoices making it easy to ask for payments from clients.

Partner, Designer

There are several things to like about freshbooks: creating consistent invoices, the ease of setting up a client, quick status reports for performance and outstanding invoices, and the simplicity of having employee expenses inputted are all faciliated in an easy, clean interface.

Owner

Allows me to track all expenses on my business bank account. Plus lets me categorize them into different categories that will benefit me when doing taxes

Accounts Manager

It helps us save on time as well as reduce errors as it has automated features that makes all billing process very smooth and efficient.

Team Lead Administrator

What I like about FreshBooks is it helps keep receipts and payments in one easy spot to access them anytime.

I like the way it helps in tracking both transactional and tax records with ease.

Co-Founder

Suit all SMBs and LGOs for payment processing, online billing and subscription services, EMP among there account tasks slice and dice services.

Accountant

FreshBooks allows me to save time by automating repetitive accounting tasks such as invoicing, inventory control and billing.

Associate Professor of Law

FreshBooks has amazing accounting tools like invoicing which allows us to create incredible invoices for collecting payments.

Managing Director

FreshBooks enable us to  track key metrics and indicators of financial health and accurately report on our financial status of our company.

Corporate Credit Risk Analyst

The software's user friendly interface and powerful reporting tools have cut down my time spent on report generation to only allowing me to spend more time on in depth analysis. Since FreshBooks operates in the cloud, I can access and update reports from anywhere; which has come in really handy for remote work situations.

The automated payment reminders are a lifesaver, and the ability to accept online payments directly through the platform is a huge time-saver.

MGR Technical Training

It facilitates invoicing and tracking of vendors, and its time-tracking and detailed reporting features improve efficiency in our training projects.

Operations manager

Its intuitive design and automation capabilities streamline financial tasks, improving productivity and accuracy. Despite some cost considerations, the value it provides in terms of time-saving and ease of use makes it a highly recommended tool for managing business finances.

FreshBooks focuses on simplifying tasks such as invoicing, expense tracking, time tracking, and financial reporting.

Account Manager

FreshBooks is excellent for managing invoicing and expenses, with its intuitive interface and time-tracking tools that simplify billing.

Chief Operations Officer

FreshBooks saves time by eradicating manual repetitive accounting tasks such as general ledger, invoice customization and inventory control.

Senior Software Development Engineer

As basically the program was oriented more towards accounting activities than towards general activities such as measuring the time of our development tasks, we were too disturbed by so many accounting options that we did not understand, which caused us to waste a lot of time and made the work situation difficult for us.

Crochet

FreshBooks can be expensive as your business grows, and some advanced accounting features are limited.

Area Director of Sales

FreshBooks has reliable expenses monitoring tools that assist us in tracking our expenditure to ensure nothing goes beyond the stipulated budget.

Account Executive

FreshBook helps manage daily sales,get monthly sales reports and create invoices for customers is digitalized.

Senior Field Service Engineer

The reporting tools allow us to generate up-to-detail financial reports that help us evaluate where we stand financially.

Spinning Instructor

It has advanced cash flow analysis tools that gives us accurate financial reports to guide us on how to achieve healthy financial position.

FreshBooks has allowed me to track associated expenses, ensuring that I don't exceed the budget and that funds are used efficiently.

I've never had any issue with the system it works perfectly fine customer service responds right away if you do have any issues I remember I missed a payment and they gave me a call to remind me and even gave me enough time to pay it without canceling my account or not allow me access.

FreshBooks has a powerful invoicing tool that allows us to create invoices and share them with ease.

FreshBooks has impressive reporting tools that provide us with insightful financial reports to help us understand where we stand financially.

Booking Executive

FreshBooks help us to monitor our cash flow which has allowed us to understand how funds move in and our of the business.

This year, Freshbooks (or Quickbooks more likely) took away the ability to integrate into QuickBooks which has caused us to stop using Freshbooks after 15+ years.

Certified Public Accountant

Its clean interface and guided processes make tasks like invoicing, expense tracking, and time management straightforward.

Design and Sales Manager

It also has an amazing reporting function that gives us insightful financial reports to assist us gauge of financial health.

Fragile, agile and top-notch onli payment processing, cloud invoicing and online subscription billing system.

Director of Operations

My other favorite feature is being able to convert estimates directly to an invoice and then sending that invoice out.

It helps small businesses and freelancers stay organized and get paid faster.

FreshBooks has an inbuilt invoicing tool that help us create professional invoices with ease.

Marketing and operations coordinator

I am in waterproofing and I've been creating quotes just fine during the free trial and a few days after I paid they shut my account down and wouldn't tell me why or give a refund.

Consultant

Easy to enter time, projects and expenses and great reporting tools to analyze the  data

Overall, it wasn't the perfect fit for me as a solopreneur, but it would be worth considering for a simple business that spends a lot of time on rudimentary bookkeeping and invoicing tasks.

Owner Operator

For the price it doesn't have the add-ons and lots of missing features that I could get from another program, but it's a lot to transfer to another one so I have tolerated it.

Unfortunately, once you get to a certain point in billings, you need to reconcile with other tools for accountants to access what they need.

owner

I have been unsuccessful in  having full account reconciliation and struggle with the system they have set up.

FreshBooks vs PlanAutomate Project Automation Comparison (2026)

FreshBooks

PlanAutomate Project Automation

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives